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 %
CA
301
Cetera Advisors
Colorado
$586K +$265K +15,475 +83%
RA
302
Rovida Advisors
Florida
$583K +$583K +34,000 New
RP
303
Riverwater Partners
Wisconsin
$582K -$21.9K -1,275 -4%
MPPW
304
Mitchell & Pahl Private Wealth
Oklahoma
$576K +$45.9K +2,675 +9%
OWA
305
One Wealth Advisors
California
$576K +$121K +7,030 +26%
PA
306
Parallel Advisors
California
$567K +$24.7K +1,440 +5%
IAA
307
Independent Advisor Alliance
North Carolina
$556K -$39.3K -2,290 -7%
FOA
308
Five Oceans Advisors
California
$547K
HSA
309
HBK Sorce Advisory
Pennsylvania
$541K -$30.8K -1,795 -5%
WJWM
310
Williams Jones Wealth Management
New York
$538K
AIA
311
Angeles Investment Advisors
California
$534K +$35.4K +2,065 +7%
PWPS
312
Pinnacle Wealth Planning Services
Ohio
$530K +$1.12K +65 +0.2%
SW
313
SVB Wealth
Massachusetts
$527K -$388K -22,655 -42%
AT
314
Arden Trust
Delaware
$526K -$99.8K -5,820 -16%
AWM
315
Apollon Wealth Management
South Carolina
$521K -$9.6K -560 -2%
STA
316
Summit Trail Advisors
New York
$519K +$94.1K +5,490 +22%
MMH
317
Menora Mivtachim Holdings
Israel
$514K -$94.5M -5,509,950 -99%
DG
318
DMC Group
Alabama
$510K +$4.12K +240 +0.8%
IAS
319
Insigneo Advisory Services
Florida
$508K -$141K -8,205 -22%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K -$4.8K -280 -0.9%
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$504K -$151K -8,815 -23%
NERM
322
New England Research & Management
Illinois
$502K -$8.58K -500 -2%
VFA
323
Valeo Financial Advisors
Indiana
$498K +$22.2K +1,345 +5%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$496K
NAS
325
Nicolet Advisory Services
Wisconsin
$492K -$88.6K -5,235 -15%