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658 hedge funds and large institutions have $8.89B invested in Sony in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 246 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 179

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

11% more capital invested

Capital invested by funds: $8.04B → $8.89B (+$857M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.84% more ownership

Funds ownership: 36.1%38.94% (+2.8%)

1% more funds holding

Funds holding: 650658 (+8)

4% less call options, than puts

Call options by funds: $183M | Put options by funds: $191M

Holders
658
Holders Change
+8
Holders Change %
+1.23%
% of All Funds
9.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
88
Increased
246
Reduced
179
Closed
74
Calls
$183M
Puts
$191M
Net Calls
-$7.98M
Net Calls Change
-$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
Flagship Harbor Advisors
Massachusetts
$511K -$8.47K -465 -2%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$507K +$65.7K +3,605 +16%
RP
328
Riverwater Partners
Wisconsin
$505K +$156K +8,580 +48%
SWM
329
Seed Wealth Management
Illinois
$504K
BWM
330
BigSur Wealth Management
Florida
$501K
IAS
331
Insigneo Advisory Services
Florida
$493K +$27.9K +1,530 +6%
Lido Advisors
332
Lido Advisors
California
$490K -$28.8K -1,580 -6%
WG
333
Welch Group
Alabama
$483K
WT
334
Whittier Trust
California
$483K -$489K -26,855 -52%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481K +$23.1K +1,270 +5%
BTI
336
Blue Trust Inc
Georgia
$481K +$202K +11,085 +64%
GIM
337
Grassi Investment Management
California
$480K -$54.7K -3,000 -11%
FT
338
Fiduciary Trust
Massachusetts
$479K +$53.3K +2,925 +13%
SRC
339
Sage Rhino Capital
California
$476K +$11.6K +635 +3%
TPWM
340
Twelve Points Wealth Management
Massachusetts
$474K +$3.83K +210 +0.9%
DAS
341
Dynamic Advisor Solutions
Arizona
$473K -$319K -17,495 -42%
BBVA
342
Banco Bilbao Vizcaya Argentaria
Spain
$472K +$184K +10,080 +70%
SAM
343
Smartleaf Asset Management
Massachusetts
$471K +$293K +16,090 +191%
William Blair & Company
344
William Blair & Company
Illinois
$469K +$5.29K +290 +1%
KFI
345
Key Financial Inc
Pennsylvania
$469K
WTC
346
WhitTier Trust Company
Nevada
$468K -$347K -19,050 -44%
IAN
347
Integrated Advisors Network
Texas
$467K +$10.2K +560 +2%
BA
348
Bridgewater Advisors
New York
$465K +$2.37M +130,220 New
CWM
349
Cordatus Wealth Management
Pennsylvania
$460K
OWM
350
Opes Wealth Management
California
$453K

SONY Hedge Fund Activity: Q3 2024 in Review

658 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2024, worth a combined $8.89B — up 11% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SONY positions and 74 closed out — a net gain of 14 holders — while 246 added to existing stakes and 179 trimmed.

The largest buyer was Harding Loevner, adding an estimated $296M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $378M sold.

  • 658 institutional investors held Sony (SONY) as of Q3 2024, up from 650 in Q2 2024.
  • Funds reported $8.89B of Sony stock for Q3 2024, up 11% quarter-over-quarter.
  • 88 funds opened new Sony positions in Q3 2024 and 74 closed out, a net change of +14 holders.
  • The largest Sony buyer in Q3 2024 was Harding Loevner, an estimated $296M added.
  • The largest Sony seller in Q3 2024 was Groupama Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2024.