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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
LSA
426
Lion Street Advisors
Texas
$282K +$2.26K +95 +0.9%
PP
427
PDS Planning
Ohio
$281K +$14.4K +605 +6%
SYBT
428
Stock Yards Bank & Trust
Kentucky
$281K +$264K +11,105 New
CA
429
Crewe Advisors
Utah
$280K
EWM
430
Edge Wealth Management
New York
$278K -$23.8K -1,000 -8%
MPPW
431
Mitchell & Pahl Private Wealth
Oklahoma
$277K +$22.5K +945 +9%
AWA
432
Aaron Wealth Advisors
Illinois
$277K +$34.8K +1,460 +15%
IAN
433
Integrated Advisors Network
Texas
$272K -$9.53K -400 -4%
BAAM
434
Baker Avenue Asset Management
California
$270K +$3.57K +150 +1%
MPI
435
Mairs & Power Inc
Minnesota
$269K
LWAC
436
Laurel Wealth Advisors (California)
California
$267K +$357 +15 +0.1%
SC
437
Shay Capital
New York
$267K +$251K +10,545 New
NC
438
NinePointTwo Capital
California
$265K
BCP
439
Blackhawk Capital Partners
Wisconsin
$261K
BCM
440
Brookstone Capital Management
Illinois
$257K +$595 +25 +0.2%
CB
441
Commerce Bank
Missouri
$256K +$13.3K +560 +6%
DADC
442
D.A. Davidson & Co
Montana
$254K +$119 +5 +0%
SBL
443
Sargent Bickham Lagudis
Colorado
$253K
SPC
444
Sigma Planning Corp
Michigan
$252K +$5.24K +220 +2%
PMA
445
Prudent Man Advisors
Illinois
$250K -$54.3K -2,280 -19%
SWM
446
Spire Wealth Management
Virginia
$248K +$177K +7,430 +313%
JCM
447
Jacobi Capital Management
Pennsylvania
$246K
BNP Paribas Financial Markets
448
BNP Paribas Financial Markets
France
$246K -$66.2K -2,780 -22%
LWCFA
449
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$245K -$1.19K -50 -0.5%
PCA
450
Personal Capital Advisors
California
$245K +$234K +9,845 New

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.