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650 hedge funds and large institutions have $8.04B invested in Sony in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

52% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

9% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 69

4% more capital invested

Capital invested by funds: $7.75B → $8.04B (+$282M)

0.25% more ownership

Funds ownership: 35.85%36.1% (+0.25%)

0% less funds holding

Funds holding: 651650 (-1)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
650
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
75
Increased
211
Reduced
233
Closed
69
Calls
$217M
Puts
$143M
Net Calls
+$74.5M
Net Calls Change
+$670K
Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
426
Wilkinson Global Asset Management
New York
$232K
TCA
427
Transcend Capital Advisors
New Jersey
$230K +$224K +13,565 New
IAA
428
Independent Advisor Alliance
North Carolina
$230K -$312K -18,895 -58%
BWM
429
Baron Wealth Management
Michigan
$230K
SIA
430
Strategic Investment Advisors
Michigan
$227K +$2.23K +135 +1%
PGA
431
Portland Global Advisors
Maine
$225K
BFM
432
Boston Financial Management
Massachusetts
$224K
OL
433
Optas LLC
Texas
$224K -$123K -7,440 -36%
SMA
434
Sage Mountain Advisors
Georgia
$221K +$14.7K +890 +7%
TW
435
Traveka Wealth
California
$220K -$9.34K -565 -4%
SL
436
Summitry LLC
California
$220K +$214K +12,935 New
BTWM
437
Baker Tilly Wealth Management
Wisconsin
$219K -$357K -21,575 -63%
LCGC
438
Legacy Capital Group California
California
$218K -$147K -8,905 -41%
CC
439
Chicago Capital
Illinois
$217K
LI
440
LRI Investments
Florida
$215K +$199K +12,065 +2,045%
CIAS
441
Capital Investment Advisory Services
North Carolina
$213K +$2.73K +165 +1%
SPIA
442
Steward Partners Investment Advisory
New York
$211K +$67.4K +4,075 +49%
PWM
443
Perigon Wealth Management
California
$207K -$39.7K -2,400 -16%
HWM
444
HB Wealth Management
Georgia
$207K +$3.88K +235 +2%
AWM
445
Axxcess Wealth Management
California
$205K -$10.9K -660 -5%
Deutsche Bank
446
Deutsche Bank
Germany
$203K +$100K +6,065 +103%
AA
447
Addison Advisors
Vermont
$203K +$19.8K +1,200 +11%
AWM
448
Avior Wealth Management
Nebraska
$202K -$111K -6,700 -36%
MCM
449
Manchester Capital Management
Vermont
$201K +$6.2K +375 +3%
CA
450
Crewe Advisors
Utah
$195K +$14.4K +870 +8%

SONY Hedge Fund Activity: Q2 2024 in Review

650 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q2 2024, worth a combined $8.04B — up 3.6% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SONY positions and 69 closed out — a net gain of 6 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Harding Loevner, adding an estimated $139M. The largest seller was Fiduciary Management Inc, cutting an estimated $121M.

  • 650 institutional investors held Sony (SONY) as of Q2 2024, down from 651 in Q1 2024.
  • Funds reported $8.04B of Sony stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 75 funds opened new Sony positions in Q2 2024 and 69 closed out, a net change of +6 holders.
  • The largest Sony buyer in Q2 2024 was Harding Loevner, an estimated $139M added.
  • The largest Sony seller in Q2 2024 was Fiduciary Management Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2024.