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818 hedge funds and large institutions have $11.7B invested in Sony in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 303 increasing their positions, 242 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $121M | Put options by funds: $68.5M

58% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 79

25% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 242

4% more funds holding

Funds holding: 784818 (+34)

0.07% more ownership

Funds ownership: 7.38%7.45% (+0.07%)

11% less capital invested

Capital invested by funds: $13.2B → $11.7B (-$1.45B)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
818
Holders Change
+34
Holders Change %
+4.34%
% of All Funds
9.95%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.13%
New
125
Increased
303
Reduced
242
Closed
79
Calls
$121M
Puts
$68.5M
Net Calls
+$52.2M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$70.2M +$48.5M +1,729,003 +171%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$57.6M -$3.85M -137,056 -6%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$56M -$3.62M -129,023 -6%
JP Morgan Chase
29
JP Morgan Chase
New York
$55M +$12.9M +459,996 +27%
Raymond James Financial
30
Raymond James Financial
Florida
$54.5M -$2.21M -78,671 -4%
Ameriprise
31
Ameriprise
Minnesota
$51.3M -$2.15M -76,684 -4%
American Century Companies
32
American Century Companies
Missouri
$50.1M -$5.28M -187,952 -9%
CCMG
33
Clark Capital Management Group
Pennsylvania
$48M +$52.6M +1,874,551 New
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$47.1M +$2.14M +76,211 +4%
Creative Planning
35
Creative Planning
Kansas
$45.8M -$82.1K -2,925 -0.2%
AssetMark Inc
36
AssetMark Inc
California
$43.3M +$6.47M +230,438 +16%
PNAA
37
Pictet North America Advisors
Switzerland
$39.3M +$785K +27,945 +2%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$39.1M +$22.7M +807,533 +112%
MPMG
39
Minneapolis Portfolio Management Group
Minnesota
$34.8M +$307K +10,949 +0.8%
Handelsbanken Fonder
40
Handelsbanken Fonder
Sweden
$30.1M -$1.97M -70,000 -6%
Stifel Financial
41
Stifel Financial
Missouri
$27.5M +$1.03M +36,764 +4%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$26.3M +$21.4M +763,978 +291%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$25.4M +$1.69M +60,173 +6%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$24.9M +$5.98M +212,971 +28%
MIM
45
Martin Investment Management
Florida
$24.8M +$102K +3,640 +0.4%
LPL Financial
46
LPL Financial
California
$24.1M +$5.17M +184,174 +24%
Charles Schwab
47
Charles Schwab
California
$22.7M +$2.43M +86,698 +11%
QCM
48
Quantinno Capital Management
New York
$22.5M +$3.27M +116,403 +15%
TAM
49
Todd Asset Management
Kentucky
$21.3M -$10.2M -364,453 -30%
CWM
50
Cabot Wealth Management
Massachusetts
$20.9M -$245K -8,728 -1%