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
OP
601
ORG Partners
Indiana
$3.75K
JWM
602
Janiczek Wealth Management
Colorado
$3.65K -$8.68K -525 -71%
Kayne Anderson Rudnick Investment Management
603
Kayne Anderson Rudnick Investment Management
California
$3.48K
IFAM
604
Institutional & Family Asset Management
Colorado
$3.31K -$7.36K -445 -70%
SWA
605
SOA Wealth Advisors
New York
$3.23K
GEA
606
Glen Eagle Advisors
New Jersey
$2.91K
CFD
607
Creative Financial Designs
Indiana
$2.9K -$1.57K -95 -36%
TIM
608
Tortoise Investment Management
New York
$2.89K
DF
609
DecisionPoint Financial
Arizona
$2.83K
WWP
610
WR Wealth Planners
Missouri
$2.8K
WAG
611
Wiser Advisor Group
Arizona
$2.56K +$83 +5 +3%
WPWM
612
Western Pacific Wealth Management
Illinois
$2.46K
FFC
613
First Financial Corp
Indiana
$2.29K
BHWM
614
Beaird Harris Wealth Management
Texas
$2.21K
GC
615
Gould Capital
Washington
$2.12K
EWM
616
Evermay Wealth Management
Virginia
$2.04K
ATPW
617
Ashton Thomas Private Wealth
Arizona
$2.04K +$1.98K +120 New
FP
618
Financial Perspectives
Minnesota
$1.78K
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$1.7K
PA
620
PSI Advisors
Florida
$1.7K
RWPA
621
Richard W. Paul & Associates
Michigan
$1.7K
SN
622
Sittner & Nelson
Oregon
$1.7K
IHWM
623
Iron Horse Wealth Management
Iowa
$1.61K
LIA
624
Lynx Investment Advisory
District of Columbia
$1.61K +$1.57K +95 New
LFG
625
Larson Financial Group
Missouri
$1.54K -$114K -6,880 -99%