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633 hedge funds and large institutions have $12.5B invested in Sony in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 222 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 37

32% more call options, than puts

Call options by funds: $233M | Put options by funds: $176M

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

17% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 189

16% more capital invested

Capital invested by funds: $10.8B → $12.5B (+$1.67B)

11% more funds holding

Funds holding: 568633 (+65)

0.41% more ownership

Funds ownership: 38.72%39.12% (+0.41%)

Holders
633
Holders Change
+65
Holders Change %
+11.44%
% of All Funds
9.74%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.38%
New
112
Increased
222
Reduced
189
Closed
37
Calls
$233M
Puts
$176M
Net Calls
+$57.1M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
401
Independent Financial Group
California
$375K -$122K -5,115 -26%
FSA
402
Franklin Street Advisors
North Carolina
$370K
AAS
403
Avantax Advisory Services
Texas
$364K +$595 +25 +0.2%
AIM
404
Anchor Investment Management
South Carolina
$363K
SW
405
SkyOak Wealth
Michigan
$360K
HFM
406
Harvest Fund Management
China
$360K +$325K +13,645 +2,132%
EDRH
407
Edmond de Rothschild Holding
Switzerland
$356K
CP
408
Corbenic Partners
Pennsylvania
$341K
Baird Financial Group
409
Baird Financial Group
Wisconsin
$340K +$3.21K +135 +1%
ED
410
Exane Derivatives
France
$337K +$3.1K +130 +1%
SI
411
Scout Investments
Missouri
$333K -$208K -8,740 -40%
BJL
412
Brighton Jones LLC
Washington
$330K +$3.81K +160 +1%
NW
413
NewEdge Wealth
Pennsylvania
$326K +$307K +12,885 New
CC
414
Chicago Capital
Illinois
$322K
FOA
415
Five Oceans Advisors
California
$322K +$303K +12,730 New
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$320K +$301K +12,660 New
CSS
417
Cubist Systematic Strategies
Connecticut
$303K -$240K -10,065 -46%
AC
418
ASB Consultores
Florida
$302K +$284K +11,940 New
KPWS
419
Kestra Private Wealth Services
Texas
$297K -$2.74K -115 -1%
OIA
420
OneDigital Investment Advisors
Kansas
$295K -$2.98K -125 -1%
JWCA
421
J.W. Cole Advisors
Florida
$294K +$277K +11,650 New
DLA
422
Douglas Lane & Associates
New York
$292K +$276K +11,570 New
9WM
423
9258 Wealth Management
Ohio
$291K
CAGAS
424
Capital Advisory Group Advisory Services
Minnesota
$290K -$833 -35 -0.3%
RB
425
Renasant Bank
Mississippi
$288K +$33.6K +1,410 +14%

SONY Hedge Fund Activity: Q4 2021 in Review

633 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2021, worth a combined $12.5B — up 16% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SONY positions and 37 closed out — a net gain of 75 holders — while 222 added to existing stakes and 189 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $108M. The largest seller was Primecap Management, cutting an estimated $194M.

  • 633 institutional investors held Sony (SONY) as of Q4 2021, up from 568 in Q3 2021.
  • Funds reported $12.5B of Sony stock for Q4 2021, up 16% quarter-over-quarter.
  • 112 funds opened new Sony positions in Q4 2021 and 37 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2021 was Holocene Advisors, an estimated $108M added.
  • The largest Sony seller in Q4 2021 was Primecap Management, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2021.