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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
FGAM
701
Financial Gravity Asset Management
Texas
-$15.6K -915 Closed
FIM
702
Fernwood Investment Management
Massachusetts
-$13.8K -805 Closed
CCM
703
Copeland Capital Management
Pennsylvania
-$11.9K -695 Closed
ST
704
Smithfield Trust
Pennsylvania
-$10K -610 Closed
MAWCM
705
Mine & Arao Wealth Creation & Management
California
-$8.57K -500 Closed
FFWA
706
FRG Family Wealth Advisors
Washington
-$6.36K -385 Closed
FIA
707
FNY Investment Advisers
New York
-$6 -370 Closed
KSWA
708
Kathleen S. Wright Associates
Pennsylvania
-$6.17K -360 Closed
TCM
709
TruNorth Capital Management
Michigan
-$5.75K -335 Closed
VAG
710
VisionPoint Advisory Group
Texas
-$3.09K -180 Closed
GFL
711
Granite FO LLC
New Hampshire
-$3.1K -160 Closed
APC
712
Aspire Private Capital
North Carolina
-$2.66K -155 Closed
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2.4K -140 Closed
SWM
714
Sanctuary Wealth Management
Idaho
-$2.14K -125 Closed
ACA
715
American Capital Advisory
Idaho
-$1.27K -70 Closed
CPG
716
Cornerstone Planning Group
New Jersey
-$1.18K -70 Closed
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
-$1.11K -65 Closed
FSWA
718
Financial Synergies Wealth Advisors
Texas
-$858 -50 Closed
EL
719
EMFO LLC
Florida
-$429 -25 Closed