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658 hedge funds and large institutions have $8.89B invested in Sony in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 246 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 179

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

11% more capital invested

Capital invested by funds: $8.04B → $8.89B (+$857M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.84% more ownership

Funds ownership: 36.1%38.94% (+2.8%)

1% more funds holding

Funds holding: 650658 (+8)

4% less call options, than puts

Call options by funds: $183M | Put options by funds: $191M

Holders
658
Holders Change
+8
Holders Change %
+1.23%
% of All Funds
9.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
88
Increased
246
Reduced
179
Closed
74
Calls
$183M
Puts
$191M
Net Calls
-$7.98M
Net Calls Change
-$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
HighMark Wealth Management
Minnesota
$6.21K
SWM
602
Sugarloaf Wealth Management
Georgia
$6.08K +$5.38K +295 +1,475%
MA
603
Montag & Associates
Georgia
$5.99K
SS
604
Sunbelt Securities
Texas
$5.72K +$5.38K +295 New
FFA
605
Frazier Financial Advisors
Ohio
$5.6K +$729 +40 +16%
AIC
606
Archer Investment Corporation
Indiana
$5.5K
MRCM
607
M&R Capital Management
New Jersey
$5.12K
MCM
608
MV Capital Management
Maryland
$5.02K +$4.74K +260 New
TF
609
Tompkins Financial
New York
$4.83K
LOIP
610
Live Oak Investment Partners
Texas
$4.73K
CJ
611
Caitlin John
Michigan
$4.53K +$17.9K +980 +400%
BMC
612
Bear Mountain Capital
Washington
$4.38K +$17.1K +940 +400%
OP
613
ORG Partners
Indiana
$4.25K
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$3.96K
NFA
615
Northwest Financial Advisors
Virginia
$3.86K +$3.65K +200 New
SWA
616
SOA Wealth Advisors
New York
$3.67K
GEA
617
Glen Eagle Advisors
New Jersey
$3.31K
WWP
618
WR Wealth Planners
Missouri
$3.19K
DF
619
DecisionPoint Financial
Arizona
$3.09K
GFL
620
Granite FO LLC
New Hampshire
$3.09K +$2.92K +160 New
WAG
621
Wiser Advisor Group
Arizona
$2.9K -$91 -5 -3%
GIA
622
GHP Investment Advisors
Colorado
$2.9K +$2.73K +150 New
WPWM
623
Western Pacific Wealth Management
Illinois
$2.8K
BCMLT
624
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.8K +$2.64K +145 New
BHWM
625
Beaird Harris Wealth Management
Texas
$2.51K

SONY Hedge Fund Activity: Q3 2024 in Review

658 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2024, worth a combined $8.89B — up 11% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SONY positions and 74 closed out — a net gain of 14 holders — while 246 added to existing stakes and 179 trimmed.

The largest buyer was Harding Loevner, adding an estimated $296M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $378M sold.

  • 658 institutional investors held Sony (SONY) as of Q3 2024, up from 650 in Q2 2024.
  • Funds reported $8.89B of Sony stock for Q3 2024, up 11% quarter-over-quarter.
  • 88 funds opened new Sony positions in Q3 2024 and 74 closed out, a net change of +14 holders.
  • The largest Sony buyer in Q3 2024 was Harding Loevner, an estimated $296M added.
  • The largest Sony seller in Q3 2024 was Groupama Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2024.