602 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+27
Holders Change %
+4.7%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
80
Increased
240
Reduced
175
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.2M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFP
401
FourThought Financial Partners
Florida
$274K -$312K -17,210 -53%
IAN
402
Integrated Advisors Network
Texas
$273K -$4.81K -265 -2%
FAIM
403
Financial Advocates Investment Management
Washington
$267K +$267K +14,735 New
UB
404
UMB Bank
Missouri
$267K +$38.9K +2,145 +17%
IUHSA
405
Itau Unibanco Holding S.A.
Brazil
$266K +$67.6K +3,730 +34%
CB
406
Commerce Bank
Missouri
$266K +$266K +14,670 New
AIM
407
Anchor Investment Management
South Carolina
$261K
FT
408
Fiduciary Trust
Massachusetts
$260K +$9.97K +550 +4%
SPP
409
Single Point Partners
Massachusetts
$259K +$727 +40 +0.3%
UCFA
410
United Capital Financial Advisors
Texas
$257K -$59.9K -3,305 -19%
FW
411
FirstPurpose Wealth
Utah
$256K +$256K +14,120 New
FWM
412
FFT Wealth Management
Pennsylvania
$251K +$5.71K +315 +2%
WGAM
413
Wilkinson Global Asset Management
New York
$250K
CSA
414
Cottage Street Advisors
Massachusetts
$248K +$248K +13,670 New
First Manhattan
415
First Manhattan
New York
$246K +$181K +10,000 +281%
BFM
416
Boston Financial Management
Massachusetts
$244K
4WM
417
44 Wealth Management
Oregon
$241K +$241K +13,305 New
CC
418
Chicago Capital
Illinois
$231K +$231K +12,745 New
CWP
419
Capital Wealth Planning
Florida
$231K +$231K +12,730 New
PCM
420
Penserra Capital Management
California
$230K +$167K +9,240 +265%
SQA
421
Simon Quick Advisors
New Jersey
$229K +$229K +12,635 New
RWB
422
RMR Wealth Builders
New Jersey
$228K +$228K +12,570 New
PMA
423
Prudent Man Advisors
Illinois
$227K +$227K +12,530 New
SW
424
SkyOak Wealth
Michigan
$227K +$227K +12,500 New
AC
425
Avestar Capital
New York
$226K +$226K +12,485 New