We are live on ! Find out more

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
CFA
526
Carroll Financial Associates
North Carolina
$52K
DHGWA
527
Dixon Hughes Goodman Wealth Advisors
North Carolina
$51K +$47.9K +2,010 New
SSB
528
Sandy Spring Bank
Maryland
$50K
POIA
529
Pin Oak Investment Advisors
Texas
$47K
CTC
530
Central Trust Company
Missouri
$47K +$20.5K +860 +86%
EW
531
Evoke Wealth
California
$46K -$1.19K -50 -3%
KFP
532
KB Financial Partners
New Jersey
$44K +$41.2K +1,730 New
CCA
533
Column Capital Advisors
Indiana
$42K
FRA
534
Front Row Advisors
California
$40K -$476 -20 -1%
AP
535
Arlington Partners
Alabama
$40K +$37.5K +1,575 New
HCP
536
Hexagon Capital Partners
Arkansas
$38K +$35.7K +1,500 New
GWSG
537
GPS Wealth Strategies Group
Colorado
$37K -$11.1K -465 -24%
CFO
538
CVA Family Office
Colorado
$31K +$29.6K +1,245 New
SFM
539
Signet Financial Management
New Jersey
$30K +$28K +1,175 New
GLLW
540
Graves Light Lenhart Wealth
Virginia
$30K +$28.6K +1,200 New
CWM
541
CarsonAllaria Wealth Management
Illinois
$29K +$27.7K +1,165 New
CWM
542
Cedar Wealth Management
California
$28K
ST
543
Smithfield Trust
Pennsylvania
$28K
JWM
544
Janiczek Wealth Management
Colorado
$26K +$1.43K +60 +6%
AA
545
Ancora Advisors
Ohio
$26K +$8.57K +360 +54%
EIP
546
Ellis Investment Partners
Pennsylvania
$25K
FMP
547
Financial Management Professionals
Texas
$25K
JEST
548
JTC Employer Solutions Trustee
Jersey
$24K
CA
549
Clearstead Advisors
Ohio
$23K -$53.9K -2,265 -71%
ATC
550
Adirondack Trust Company
New York
$23K

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.