We are live on ! Find out more

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
HGERS
501
Householder Group Estate & Retirement Specialist
Arizona
$49K
CWM
502
Compass Wealth Management
Connecticut
$48.8K -$26.9K -1,625 -36%
ZB
503
Zions Bancorporation
Utah
$48.4K -$16.5K -995 -26%
CT
504
Colonial Trust
South Carolina
$47.3K
JWA
505
JFS Wealth Advisors
Pennsylvania
$46.2K
HI
506
Horizon Investments
North Carolina
$45.4K +$827 +50 +2%
TFF
507
The Family Firm
Maryland
$43.8K +$42.7K +2,580 New
KFS
508
Kelly Financial Services
Massachusetts
$42.5K
VC
509
Vestor Capital
Illinois
$42K
RI
510
Ridgewood Investments
New Jersey
$41.1K +$40K +2,420 New
OAJ
511
Ogorek Anthony Joseph
New York
$40K
SFCL
512
Strengthening Families & Communities LLC
Massachusetts
$40K +$39.1K +2,365 New
CP
513
Castleview Partners
Texas
$39.2K -$27.9K -1,685 -42%
FMP
514
Financial Management Professionals
Texas
$37K +$3.88K +235 +12%
HCM
515
Hollencrest Capital Management
California
$35.6K -$28.4K -1,715 -45%
PB
516
Pinnacle Bancorp
Nebraska
$35.2K
FCMT
517
Founders Capital Management (Texas)
Texas
$34.1K
HI
518
Harbour Investments
Wisconsin
$30.9K -$992 -60 -3%
PCWA
519
Pacific Capital Wealth Advisors
California
$30.8K
RA
520
Rise Advisors
New York
$29.7K -$165 -10 -0.6%
IA
521
IFP Advisors
Florida
$29.1K -$37K -2,235 -57%
AF
522
Advisornet Financial
Minnesota
$29.1K +$10.4K +630 +58%
FFO
523
Fortitude Family Office
Arizona
$28.1K
FCA
524
FinTrust Capital Advisors
South Carolina
$27.2K +$5.95K +360 +29%
VWM
525
Venturi Wealth Management
Texas
$26.6K +$25.9K +1,565 New