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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
AWM
551
Avior Wealth Management
Nebraska
$23K
HR
552
Howe & Rusling
New York
$23K +$7.5K +315 +52%
WWM
553
Wolff Wiese Magana
California
$22K +$2.26K +95 +12%
SIAP
554
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K
WTA
555
Washington Trust Advisors
Massachusetts
$20K +$19.2K +805 New
FGAM
556
Financial Gravity Asset Management
Texas
$19.2K +$479K +20,105 +2,935%
IAS
557
IMA Advisory Services
Colorado
$19K
KC
558
Knuff & Co
California
$19K
NSIM
559
North Star Investment Management
Illinois
$19K
PMFA
560
Plante Moran Financial Advisors
Michigan
$19K
TWA
561
TCI Wealth Advisors
Arizona
$18K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$18K +$833 +35 +5%
IFAM
563
Institutional & Family Asset Management
Colorado
$18K +$1.43K +60 +9%
PWMG
564
Prestige Wealth Management Group
New Jersey
$17K
PB
565
Pinnacle Bancorp
Nebraska
$16K
ME
566
McIlrath & Eck
Washington
$16K +$2.74K +115 +22%
LWP
567
Laurel Wealth Planning
Minnesota
$15K
GFPC
568
Global Financial Private Client
Florida
$15K
BIA
569
Bell Investment Advisors
California
$14K +$4.88K +205 +62%
PCA
570
Providence Capital Advisors
North Carolina
$14K +$13.3K +560 New
IA
571
IFS Advisors
Kansas
$14K +$14K +590 New
RA
572
Rise Advisors
New York
$13.8K +$13K +545 New
Federated Hermes
573
Federated Hermes
Pennsylvania
$13K -$2.02K -85 -15%
KTC
574
Kistler-Tiffany Companies
Pennsylvania
$13K
MAWCM
575
Mine & Arao Wealth Creation & Management
California
$13K

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.