647 hedge funds and large institutions have $7.75B invested in Sony in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 215 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-5
Holders Change %
-0.77%
% of All Funds
9.38%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
81
Increased
215
Reduced
226
Closed
78
Calls
$238M
Puts
$166M
Net Calls
+$72.2M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
276
Advisors Asset Management
Colorado
$713K +$119K +6,940 +20%
VSQM
277
V-Square Quantitative Management
Illinois
$712K
CIM
278
Confluence Investment Management
Missouri
$711K +$15.8K +920 +2%
DAS
279
Dynamic Advisor Solutions
Arizona
$708K +$857 +50 +0.1%
JIC
280
Johnson Investment Counsel
Ohio
$703K +$9.95K +580 +1%
WS
281
Wedbush Securities
California
$702K +$492K +28,670 +234%
HW
282
Hancock Whitney
Mississippi
$685K +$28.8K +1,680 +4%
HSBC Holdings
283
HSBC Holdings
United Kingdom
$684K +$370K +21,585 +118%
AFG
284
Atomi Financial Group
New York
$681K +$66.4K +3,875 +11%
PWG
285
Portside Wealth Group
Utah
$680K +$17.6K +1,025 +3%
S
286
SimplyRich
California
$670K -$28.6K -1,670 -4%
PA
287
Procyon Advisors
Connecticut
$663K -$6.52K -380 -1%
ECM
288
Evergreen Capital Management
Washington
$663K -$8.75K -510 -1%
EWA
289
EP Wealth Advisors
California
$662K +$22K +1,285 +3%
MCM
290
MAI Capital Management
Ohio
$661K +$51.4K +2,995 +8%
ETC
291
Exchange Traded Concepts
Oklahoma
$660K +$151K +8,780 +30%
Nuveen Asset Management
292
Nuveen Asset Management
Illinois
$650K
KPWS
293
Kestra Private Wealth Services
Texas
$639K -$14.5K -845 -2%
PGIM
294
Pacific Global Investment Management
California
$638K -$76.5K -4,460 -11%
AWA
295
Aaron Wealth Advisors
Illinois
$624K +$114K +6,650 +22%
Toronto Dominion Bank
296
Toronto Dominion Bank
Ontario, Canada
$624K +$19.7K +1,150 +3%
YDMI
297
Y.D. More Investments
Israel
$618K +$114K +6,655 +23%
BWM
298
BKM Wealth Management
Wisconsin
$613K +$101K +5,910 +20%
BTWM
299
Baker Tilly Wealth Management
Wisconsin
$591K +$12.7K +740 +2%
OCM
300
Ovata Capital Management
Hong Kong
$588K +$159K +9,275 +37%