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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
AWM
326
Apollon Wealth Management
South Carolina
$477K -$38.1K -2,305 -8%
PCS
327
Personal CFO Solutions
New Jersey
$477K -$4.46K -270 -1%
STA
328
Summit Trail Advisors
New York
$474K -$38.8K -2,345 -8%
GIM
329
Grassi Investment Management
California
$474K -$358K -21,625 -44%
VFA
330
Valeo Financial Advisors
Indiana
$473K -$37.5K -2,265 -8%
CCA
331
Checchi Capital Advisers
California
$470K -$10.7K -645 -2%
Janus Henderson Group
332
Janus Henderson Group
United Kingdom
$459K
Lido Advisors
333
Lido Advisors
California
$458K +$21.9K +1,325 +5%
FHA
334
Flagship Harbor Advisors
Massachusetts
$457K -$7.44K -450 -2%
FOA
335
Five Oceans Advisors
California
$448K -$90.9K -5,495 -17%
SWM
336
Seed Wealth Management
Illinois
$443K +$46.3K +2,800 +12%
BWM
337
BigSur Wealth Management
Florida
$440K
MOS
338
MGO One Seven
Ohio
$440K -$12.5K -755 -3%
JSW
339
Journey Strategic Wealth
New Jersey
$435K +$132K +7,955 +45%
HSBC Holdings
340
HSBC Holdings
United Kingdom
$432K -$239K -14,445 -36%
MWM
341
Mission Wealth Management
California
$430K +$42.8K +2,590 +11%
FFP
342
FourThought Financial Partners
Florida
$428K +$30.4K +1,840 +8%
EA
343
Everpar Advisors
Oklahoma
$426K +$26.3K +1,590 +7%
WG
344
Welch Group
Alabama
$425K +$413K +25,000 New
EAM
345
Eagle Asset Management
Florida
$423K +$496 +30 +0.1%
TPWM
346
Twelve Points Wealth Management
Massachusetts
$414K
KFI
347
Key Financial Inc
Pennsylvania
$412K
Schroder Investment Management Group
348
Schroder Investment Management Group
United Kingdom
$411K +$7.77K +470 +2%
William Blair & Company
349
William Blair & Company
Illinois
$408K +$17.5K +1,060 +5%
WFI
350
West Family Investments
California
$408K

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.