602 hedge funds and large institutions have $8.9B invested in Sony in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+27
Holders Change %
+4.7%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
80
Increased
240
Reduced
175
Closed
45
Calls
$200M
Puts
$157M
Net Calls
+$43.2M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
551
Salem Investment Counselors
North Carolina
$6.26K
BIA
552
Bell Investment Advisors
California
$6.07K -$3.26K -180 -35%
MA
553
Montag & Associates
Georgia
$5.62K
PA
554
PSI Advisors
Florida
$5.44K
RBC
555
Roble Belko & Company
Pennsylvania
$5K
HWM
556
HighMark Wealth Management
Minnesota
$4.73K
GEA
557
Glen Eagle Advisors
New Jersey
$4.72K
TF
558
Tompkins Financial
New York
$4.53K
BFPW
559
BOK Financial Private Wealth
Colorado
$4.53K +$4.53K +250 New
LOIP
560
Live Oak Investment Partners
Texas
$4.44K -$3.74K
AFS
561
Annapolis Financial Services
Maryland
$4.35K
JIR
562
James Investment Research
Ohio
$4K
SWA
563
SOA Wealth Advisors
New York
$3.45K
GFWA
564
Grey Fox Wealth Advisors
Delaware
$3.45K +$3.45K +190 New
AWM
565
Avior Wealth Management
Nebraska
$3.08K
DAC
566
Dividend Assets Capital
South Carolina
$3K
CCM
567
Copeland Capital Management
Pennsylvania
$3K
APC
568
Aspire Private Capital
North Carolina
$2.9K -$272 -15 -9%
TWD
569
True Wealth Design
Ohio
$2.9K
DF
570
DecisionPoint Financial
Arizona
$2.9K
TIM
571
Tortoise Investment Management
New York
$2.63K
HT
572
Headlands Technologies
Illinois
$2.63K +$2.63K +145 New
WPWM
573
Western Pacific Wealth Management
Illinois
$2.63K
BWM
574
Baystate Wealth Management
Massachusetts
$2.36K +$1.45K +80 +160%
GC
575
Gould Capital
Washington
$2.27K