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633 hedge funds and large institutions have $12.5B invested in Sony in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 222 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 37

32% more call options, than puts

Call options by funds: $233M | Put options by funds: $176M

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

17% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 189

16% more capital invested

Capital invested by funds: $10.8B → $12.5B (+$1.67B)

11% more funds holding

Funds holding: 568633 (+65)

0.41% more ownership

Funds ownership: 38.72%39.12% (+0.41%)

Holders
633
Holders Change
+65
Holders Change %
+11.44%
% of All Funds
9.74%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.38%
New
112
Increased
222
Reduced
189
Closed
37
Calls
$233M
Puts
$176M
Net Calls
+$57.1M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
101
Levin Capital Strategies
New York
$9.33M -$929K -39,000 -10%
AS
102
Altshuler Shaham
Israel
$9.21M -$18.7M -783,630 -68%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$9.12M +$2.04M +85,565 +31%
Creative Planning
104
Creative Planning
Kansas
$8.78M -$35.6K -1,495 -0.4%
HighTower Advisors
105
HighTower Advisors
Illinois
$8.7M +$4.39M +184,320 +116%
AWM
106
AE Wealth Management
Kansas
$8.67M +$508K +21,355 +7%
American Century Companies
107
American Century Companies
Missouri
$8.67M +$2.34M +98,320 +40%
HCMT
108
Highland Capital Management (Tennessee)
Tennessee
$8.52M +$240K +10,100 +3%
LPL Financial
109
LPL Financial
California
$8.47M +$324K +13,605 +4%
EGA
110
Eagle Global Advisors
Texas
$8.44M +$25.6K +1,075 +0.3%
OC
111
Oppenheimer & Co
New York
$8.32M -$1.01M -42,320 -11%
IPW
112
Inlet Private Wealth
Florida
$7.99M -$111K -4,675 -1%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$7.98M -$663K -27,830 -8%
AI
114
Atria Investments
North Carolina
$7.95M +$466K +19,560 +7%
Group One Trading
115
Group One Trading
Illinois
$7.91M +$2.42M +101,725 +48%
SAM
116
Strategy Asset Managers
California
$7.79M +$136K +5,700 +2%
First Trust Advisors
117
First Trust Advisors
Illinois
$7.47M -$57.5K -2,415 -0.8%
B
118
Bailard
California
$7.41M -$191K -8,010 -3%
Osaic Holdings
119
Osaic Holdings
Arizona
$7.15M -$391K -16,400 -5%
Capital Research Global Investors
120
Capital Research Global Investors
California
$7.06M +$604K +25,375 +10%
NC
121
NZS Capital
Colorado
$6.99M +$561K +23,575 +9%
Alkeon Capital Management
122
Alkeon Capital Management
New York
$6.95M
FWC
123
First Washington Corp
Washington
$6.85M -$45.5K -1,910 -0.7%
MIH
124
Meitav Investment House
Israel
$6.71M +$1.44M +60,300 +29%
US Bancorp
125
US Bancorp
Minnesota
$6.66M -$67.9K -2,850 -1%

SONY Hedge Fund Activity: Q4 2021 in Review

633 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2021, worth a combined $12.5B — up 16% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SONY positions and 37 closed out — a net gain of 75 holders — while 222 added to existing stakes and 189 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $108M. The largest seller was Primecap Management, cutting an estimated $194M.

  • 633 institutional investors held Sony (SONY) as of Q4 2021, up from 568 in Q3 2021.
  • Funds reported $12.5B of Sony stock for Q4 2021, up 16% quarter-over-quarter.
  • 112 funds opened new Sony positions in Q4 2021 and 37 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2021 was Holocene Advisors, an estimated $108M added.
  • The largest Sony seller in Q4 2021 was Primecap Management, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2021.