647 hedge funds and large institutions have $7.75B invested in Sony in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 215 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-5
Holders Change %
-0.77%
% of All Funds
9.38%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
81
Increased
215
Reduced
226
Closed
78
Calls
$238M
Puts
$166M
Net Calls
+$72.2M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Shares
Change %
WGAM
426
Wilkinson Global Asset Management
New York
$234K +$234K +13,650 New
RG
427
Richelieu Gestion
France
$234K -$85.8K -4,995 -27%
BHPW
428
Beverly Hills Private Wealth
California
$234K +$234K +13,630 New
TW
429
Traveka Wealth
California
$232K +$6.17K +360 +3%
BWM
430
Baron Wealth Management
Michigan
$232K
Fiera Capital (Canada)
431
Fiera Capital (Canada)
Quebec, Canada
$231K +$16.5K +965 +8%
DWA
432
Douglass Winthrop Advisors
New York
$231K +$231K +13,450 New
PGA
433
Portland Global Advisors
Maine
$227K
SIA
434
Strategic Investment Advisors
Michigan
$226K +$11.3K +660 +5%
BFM
435
Boston Financial Management
Massachusetts
$226K
AllianceBernstein
436
AllianceBernstein
Tennessee
$223K +$223K +12,995 New
OFS
437
OneAscent Financial Services
Alabama
$222K +$1.03K +60 +0.5%
CC
438
Chicago Capital
Illinois
$219K -$38.3K -2,235 -15%
AWM
439
Axxcess Wealth Management
California
$218K +$8.66K +505 +4%
FCI
440
Financial Counselors Inc
Kansas
$213K -$20.3K -1,185 -9%
CIAS
441
Capital Investment Advisory Services
North Carolina
$212K -$86 -5 -0%
BIC
442
Beach Investment Counsel
Pennsylvania
$211K
AAS
443
Avantax Advisory Services
Texas
$211K +$12.9K +750 +6%
HAG
444
HighPoint Advisor Group
Illinois
$210K +$11.2K +735 +6%
OWMIAS
445
One Wealth Management Investment & Advisory Services
Florida
$209K +$209K +12,170 New
BL
446
Balentine LLC
Georgia
$208K +$343 +20 +0.2%
SCM
447
Seascape Capital Management
New Hampshire
$208K -$2.36M -137,500 -92%
SMA
448
Sage Mountain Advisors
Georgia
$207K +$343 +20 +0.2%
HWM
449
HB Wealth Management
Georgia
$205K +$205K +11,950 New
SWA
450
Stratos Wealth Advisors
Ohio
$205K -$1.89K -110 -0.9%