749 hedge funds and large institutions have $11.8B invested in Sony in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 274 increasing their positions, 223 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0.27% less ownership

Funds ownership: 7.64%7.38% (-0.27%)

2% less capital invested

Capital invested by funds: $12.1B → $11.8B (-$267M)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76.9M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SimplyRich
California
$756K
PFS
327
Prospera Financial Services
Texas
$754K
AAM
328
Advisors Asset Management
Colorado
$750K
FHA
329
Flagship Harbor Advisors
Massachusetts
$746K
IWC
330
Integrated Wealth Concepts
Massachusetts
$722K
AWM
331
Aprio Wealth Management
Georgia
$722K
BWP
332
BSW Wealth Partners
Colorado
$712K
AWM
333
Apollon Wealth Management
South Carolina
$706K
Janus Henderson Group
334
Janus Henderson Group
United Kingdom
$701K
VFA
335
Valeo Financial Advisors
Indiana
$696K
CAM
336
Cresset Asset Management
Illinois
$688K
SC
337
Savant Capital
Illinois
$685K
Lido Advisors
338
Lido Advisors
California
$681K
HWM
339
HB Wealth Management
Georgia
$681K
VCM
340
Versant Capital Management
Arizona
$680K
HSA
341
HBK Sorce Advisory
Pennsylvania
$680K
BWM
342
BigSur Wealth Management
Florida
$675K
WT
343
Whittier Trust
California
$667K
FTA
344
Financial & Tax Architects
Missouri
$664K
PMWMG
345
Parr McKnight Wealth Management Group
Minnesota
$662K
SRC
346
Sage Rhino Capital
California
$659K
BA
347
Bridgewater Advisors
New York
$657K
WG
348
Welch Group
Alabama
$655K
SWM
349
Seed Wealth Management
Illinois
$654K
IUHSA
350
Itau Unibanco Holding S.A.
Brazil
$653K