749 hedge funds and large institutions have $11.8B invested in Sony in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 274 increasing their positions, 223 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0.27% less ownership

Funds ownership: 7.64%7.38% (-0.27%)

2% less capital invested

Capital invested by funds: $12.1B → $11.8B (-$267M)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76.9M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
651
Valued Wealth Advisors
Utah
$15K
ME
652
McIlrath & Eck
Washington
$15K
WTA
653
Washington Trust Advisors
Massachusetts
$15K
BI
654
Binnacle Investments
Iowa
$14.8K
CFS
655
Compass Financial Services
Iowa
$13.5K
CFFP
656
Center for Financial Planning
Michigan
$13.3K
JGIA
657
Jackson Grant Investment Advisers
Connecticut
$13.1K
CWM
658
CarsonAllaria Wealth Management
Illinois
$13.1K
CIAS
659
CBIZ Investment Advisory Services
Ohio
$13K
MAS
660
MPWM Advisory Solutions
Georgia
$13K
MC
661
Montag & Caldwell
Georgia
$13K
VWM
662
Valley Wealth Managers
New Jersey
$13K
CFG
663
CKW Financial Group
Hawaii
$13K
TF
664
Tompkins Financial
New York
$12.9K
AA
665
Ancora Advisors
Ohio
$12.4K
AFG
666
Albion Financial Group
Utah
$11.7K
TWD
667
True Wealth Design
Ohio
$11.5K
AF
668
Advisornet Financial
Minnesota
$11.3K
NB
669
NBT Bank
New York
$11.2K
AGWCA
670
Annis Gardner Whiting Capital Advisors
Florida
$10.5K
CB
671
CNB Bank
Pennsylvania
$10.4K
CYG
672
Clean Yield Group
Vermont
$10.4K
RAM
673
Riggs Asset Management
Pennsylvania
$9.89K
SWP
674
Strategic Wealth Partners
Ohio
$9.63K
PFG
675
Putney Financial Group
California
$9.24K