625 hedge funds and large institutions have $8.92B invested in Sony in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 232 increasing their positions, 195 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+23
Holders Change %
+3.82%
% of All Funds
9.86%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
78
Increased
232
Reduced
195
Closed
49
Calls
$200M
Puts
$137M
Net Calls
+$63.3M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
351
Dynamic Advisor Solutions
Arizona
$477K +$19.4K +1,080 +4%
MPPW
352
Mitchell & Pahl Private Wealth
Oklahoma
$464K +$43.5K +2,415 +10%
KIA
353
Knollwood Investment Advisory
Maryland
$458K
ACA
354
Atlas Capital Advisors
Wyoming
$458K +$57.1K +3,170 +14%
TPWM
355
Twelve Points Wealth Management
Massachusetts
$455K -$2.52K -140 -0.6%
CRI
356
Colonial River Investments
Virginia
$454K +$454K +25,210 New
FPCP
357
Fort Point Capital Partners
California
$453K +$30.3K +1,680 +7%
OWM
358
Opes Wealth Management
California
$451K
WG
359
Welch Group
Alabama
$450K
HH
360
Hilltop Holdings
Texas
$446K -$4.77K -265 -1%
GT
361
Glenmede Trust
Pennsylvania
$444K
CWM
362
Cordatus Wealth Management
Pennsylvania
$444K +$444K +24,680 New
WFI
363
West Family Investments
California
$432K
SWM
364
Seed Wealth Management
Illinois
$423K
DG
365
DMC Group
Alabama
$420K +$12.2K +675 +3%
AWA
366
Aaron Wealth Advisors
Illinois
$416K +$55.6K +3,090 +15%
IAS
367
Insigneo Advisory Services
Florida
$409K -$124K -6,910 -23%
LC
368
Lindbrook Capital
California
$406K +$900 +50 +0.2%
STA
369
Summit Trail Advisors
New York
$402K +$13.5K +750 +3%
PCS
370
Personal CFO Solutions
New Jersey
$401K +$6.12K +340 +2%
Lido Advisors
371
Lido Advisors
California
$400K +$51.1K +2,835 +15%
SRC
372
Sage Rhino Capital
California
$398K +$6.48K +360 +2%
LCOV
373
London Company of Virginia
Virginia
$396K
FWIA
374
Fort Washington Investment Advisors
Ohio
$393K
SGA
375
Strategic Global Advisors
California
$391K -$7.11K -395 -2%