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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
D.E. Shaw & Co
451
D.E. Shaw & Co
New York
$241K -$2.39M -100,270 -91%
CIAS
452
Capital Investment Advisory Services
North Carolina
$240K
FAFN
453
First Affirmative Financial Network
Colorado
$240K +$7.38K +310 +3%
OL
454
Optas LLC
Texas
$239K +$225K +9,450 New
VVP
455
Venture Visionary Partners
Ohio
$236K
KOCAA
456
Knights of Columbus Asset Advisors
Connecticut
$234K -$23.1K -970 -9%
EWA
457
EverSource Wealth Advisors
Alabama
$233K +$220K +9,240 New
WAM
458
Weatherly Asset Management
California
$230K
CAG
459
Csenge Advisory Group
Florida
$229K +$277K +11,635 New
AIP
460
ARS Investment Partners
New York
$228K +$214K +9,000 New
CW
461
CreativeOne Wealth
Kansas
$226K -$46.2K -1,940 -18%
TW
462
Transform Wealth
Colorado
$224K -$12.6K -530 -6%
ARG
463
Advisory Resource Group
Oklahoma
$224K +$12.4K +520 +5%
WA
464
Wealth Architects
California
$224K +$211K +8,880 New
FNBT
465
FineMark National Bank & Trust
Florida
$222K +$209K +8,775 New
WKSWA
466
White Knight Strategic Wealth Advisors
New Jersey
$222K +$209K +8,775 New
PHIC
467
Pine Haven Investment Counsel
Massachusetts
$222K +$210K +8,800 New
MHR
468
Matthew Hamilton Rosenberg
$221K +$22.1K +930 +12%
CIA
469
Compass Ion Advisors
Pennsylvania
$217K +$205K +8,590 New
CT
470
Cambridge Trust
Massachusetts
$217K +$205K +8,600 New
SAM
471
Seelaus Asset Management
New Jersey
$215K +$202K +8,500 New
BMCM
472
Burns Matteson Capital Management
New York
$214K +$202K +8,465 New
RCAG
473
Rehmann Capital Advisory Group
Michigan
$213K +$200K +8,415 New
BL
474
Balentine LLC
Georgia
$211K +$199K +8,360 New
VF
475
Virtu Financial
New York
$210K -$206K -8,665 -51%

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.