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
IAS
351
Insigneo Advisory Services
Florida
$651K
AGA
352
Accuvest Global Advisors
Utah
$650K
CWM
353
Cordatus Wealth Management
Pennsylvania
$643K
KFI
354
Key Financial Inc
Pennsylvania
$637K
AGC
355
Aspen Grove Capital
Colorado
$633K
MOS
356
MGO One Seven
Ohio
$627K
PWPS
357
Pinnacle Wealth Planning Services
Ohio
$609K
RCAG
358
Rehmann Capital Advisory Group
Michigan
$608K
TPWM
359
Twelve Points Wealth Management
Massachusetts
$607K
IAN
360
Integrated Advisors Network
Texas
$606K
FHA
361
First Horizon Advisors
Tennessee
$602K
SL
362
Summitry LLC
California
$594K
Fiera Capital (Canada)
363
Fiera Capital (Canada)
Quebec, Canada
$592K
BPA
364
Beacon Pointe Advisors
California
$590K
PS
365
Principal Securities
Iowa
$588K
RP
366
Riverwater Partners
Wisconsin
$588K
EWM
367
Empirical Wealth Management
Washington
$587K
IWM
368
IHT Wealth Management
Illinois
$586K
SCP
369
Sivia Capital Partners
California
$573K
LCOV
370
London Company of Virginia
Virginia
$573K
Acadian Asset Management
371
Acadian Asset Management
Massachusetts
$565K
FPAS
372
Focus Partners Advisor Solutions
Missouri
$560K
MHC
373
May Hill Capital
Massachusetts
$555K
Barclays
374
Barclays
United Kingdom
$552K
GS
375
GTS Securities
New York
$552K