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650 hedge funds and large institutions have $8.04B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

52% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

4% more capital invested

Capital invested by funds: $7.75B → $8.04B (+$282M)

0.25% more ownership

Funds ownership: 35.85%36.1% (+0.25%)

0% less funds holding

Funds holding: 651650 (-1)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
650
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
75
Increased
211
Reduced
233
Closed
69
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$670K
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
276
Clarius Group LLC
Washington
$727K -$21.5K -1,300 -3%
SIA
277
Schechter Investment Advisors
Michigan
$723K -$60.8K -3,675 -8%
HWMA
278
Heritage Wealth Management (Arizona)
Arizona
$718K -$74.8K -4,525 -10%
HFO
279
Heritage Family Offices
Arizona
$718K +$699K +42,280 New
DAS
280
Dynamic Advisor Solutions
Arizona
$713K +$11.6K +700 +2%
JIC
281
Johnson Investment Counsel
Ohio
$709K +$12.1K +730 +2%
USCWA
282
U.S. Capital Wealth Advisors
Texas
$701K +$682K +41,250 New
AWM
283
Absher Wealth Management
North Carolina
$699K -$22.7K -1,370 -3%
MCM
284
MAI Capital Management
Ohio
$688K +$32.2K +1,950 +5%
AIM
285
Alhambra Investment Management
Florida
$686K +$668K +40,395 New
DWM
286
Diversify Wealth Management
Utah
$679K +$681K +41,215 New
BFG
287
Bleakley Financial Group
New Jersey
$678K -$91.8K -5,550 -12%
SW
288
Simplicity Wealth
New Jersey
$678K -$89.5K -5,415 -12%
AIA
289
Angeles Investment Advisors
California
$653K +$120K +7,270 +23%
NA
290
NewEdge Advisors
Louisiana
$645K -$148K -8,970 -19%
Allspring Global Investments
291
Allspring Global Investments
North Carolina
$644K +$225K +13,630 +56%
N
292
Nuveen
North Carolina
$642K
WS
293
Wedbush Securities
California
$626K -$67.8K -4,100 -10%
BRWA
294
B. Riley Wealth Advisors
Florida
$626K -$246K -14,905 -29%
KPWS
295
Kestra Private Wealth Services
Texas
$620K -$12.4K -750 -2%
YDMI
296
Y.D. More Investments
Israel
$613K
Wolverine Trading
297
Wolverine Trading
Illinois
$609K +$593K +35,865 New
PA
298
Procyon Advisors
Connecticut
$600K -$55.6K -3,360 -9%
PGIM
299
Pacific Global Investment Management
California
$599K -$32.3K -1,955 -5%
MPPW
300
Mitchell & Pahl Private Wealth
Oklahoma
$594K +$22.4K +1,355 +4%

SONY Hedge Fund Activity: Q2 2024 in Review

650 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2024, worth a combined $8.04B — up 3.6% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SONY positions and 69 closed out — a net gain of 6 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Harding Loevner, adding an estimated $139M. The largest seller was Fiduciary Management Inc, cutting an estimated $121M.

  • 650 institutional investors held Sony (SONY) as of Q2 2024, down from 651 in Q1 2024.
  • Funds reported $8.04B of Sony stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 75 funds opened new Sony positions in Q2 2024 and 69 closed out, a net change of +6 holders.
  • The largest Sony buyer in Q2 2024 was Harding Loevner, an estimated $139M added.
  • The largest Sony seller in Q2 2024 was Fiduciary Management Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2024.