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 %
APWM
426
Argonautica Private Wealth Management
Massachusetts
$226K -$22.1K -1,220 -9%
KeyBank National Association
427
KeyBank National Association
Ohio
$222K -$73.7K -4,065 -25%
AGC
428
Aspen Grove Capital
Colorado
$220K +$220K +12,130 New
DLA
429
Douglas Lane & Associates
New York
$219K +$219K +12,060 New
AAS
430
Avantax Advisory Services
Texas
$217K +$217K +11,945 New
OFS
431
OneAscent Financial Services
Alabama
$216K +$216K +11,905 New
RG
432
Richelieu Gestion
France
$214K
WS
433
Wedbush Securities
California
$213K +$213K +11,745 New
9WM
434
9258 Wealth Management
Ohio
$211K +$211K +11,640 New
BCM
435
Brookstone Capital Management
Illinois
$210K +$210K +11,535 New
BJL
436
Brighton Jones LLC
Washington
$210K -$29.5K -1,625 -12%
CA
437
Cetera Advisors
Colorado
$209K +$209K +11,550 New
AWM
438
Apollon Wealth Management
South Carolina
$209K +$209K +11,520 New
IWM
439
IHT Wealth Management
Illinois
$205K +$205K +11,320 New
BIC
440
Beach Investment Counsel
Pennsylvania
$202K -$72.6K -4,000 -26%
AWM
441
Axxcess Wealth Management
California
$202K +$202K +11,140 New
SIA
442
Strategic Investment Advisors
Michigan
$200K +$200K +11,035 New
CA
443
Crewe Advisors
Utah
$191K
BTI
444
Blue Trust Inc
Georgia
$191K -$334K -21,875 -64%
CFGS
445
Concourse Financial Group Securities
Alabama
$188K -$16K -885 -8%
BAM
446
Berkshire Asset Management
Pennsylvania
$177K +$177K +11,040 New
GRP
447
Global Retirement Partners
California
$171K +$35.3K +1,900 +26%
MCM
448
Manchester Capital Management
Vermont
$164K +$36.7K +2,025 +29%
AA
449
Addison Advisors
Vermont
$161K -$1.09K -60 -0.7%
BWP
450
Baldwin Wealth Partners
Massachusetts
$154K -$1.36K -75 -0.9%