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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
HBW
576
Hazlett, Burt & Watson
West Virginia
$8K -$5.95K -360 -45%
FMTCOCP
577
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
TWP
578
Triad Wealth Partners
Kansas
$7.82K +$7.61K +460 New
GFPC
579
Global Financial Private Client
Florida
$7.65K
CB
580
CNB Bank
Pennsylvania
$6.8K
TWD
581
True Wealth Design
Ohio
$6.8K +$1.41K +85 +27%
RWA
582
Redmont Wealth Advisors
Illinois
$6.46K
PIS
583
POM Investment Strategies
North Carolina
$6.12K +$5.95K +360 New
CAM
584
Creekmur Asset Management
Illinois
$6.03K +$5.87K +355 New
SL
585
Salomon & Ludwin
Virginia
$5.95K -$5.79K -350 -50%
SIC
586
Salem Investment Counselors
North Carolina
$5.86K
WT
587
Washington Trust
Rhode Island
$5.78K +$5.62K +340 New
HWM
588
HighMark Wealth Management
Minnesota
$5.46K +$1.65K +100 +45%
MA
589
Montag & Associates
Georgia
$5.27K
ADL
590
Asset Dedication LLC
California
$5.01K
CWC
591
Carolinas Wealth Consulting
North Carolina
$4.95K -$1.9K -115 -28%
AIC
592
Archer Investment Corporation
Indiana
$4.84K
BMC
593
Bear Mountain Capital
Washington
$4.51K -$8.52K -515 -69%
MRCM
594
M&R Capital Management
New Jersey
$4.5K
WIA
595
Wetzel Investment Advisors
Indiana
$4.46K
HWP
596
Highline Wealth Partners
California
$4.33K +$4.22K +255 New
FFA
597
Frazier Financial Advisors
Ohio
$4.25K -$5.13K -310 -55%
TF
598
Tompkins Financial
New York
$4.25K
CJ
599
Caitlin John
Michigan
$4.16K
LOIP
600
Live Oak Investment Partners
Texas
$4.16K