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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
HCMT
126
Highland Capital Management (Tennessee)
Tennessee
$4.28M -$24.7K -1,355 -0.6%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$4.23M +$113K +6,200 +3%
HighTower Advisors
128
HighTower Advisors
Illinois
$4.19M +$1M +54,970 +34%
PGAM
129
Princeton Global Asset Management
New Jersey
$4.17M +$50.1K +2,750 +1%
TCCM
130
Timber Creek Capital Management
Massachusetts
$4.13M -$1.12M -61,575 -22%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$4.06M +$15.8M +869,555 +483%
B
132
Bailard
California
$4.02M +$67.1K +3,680 +2%
HI
133
Humankind Investments
New York
$3.91M
Boston Partners
134
Boston Partners
Massachusetts
$3.73M +$2.06M +113,275 +111%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$3.7M -$10.9K -600 -0.3%
KAS
136
Kestra Advisory Services
Texas
$3.56M -$161K -8,830 -5%
RG
137
Rathbones Group
United Kingdom
$3.47M +$22.1K +1,215 +0.7%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$3.41M -$822K -45,110 -20%
RWM
139
Ritholtz Wealth Management
New York
$3.32M +$867K +47,585 +38%
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$3.23M +$140K +7,665 +5%
DCM
141
Delta Capital Management
New Jersey
$3.15M +$11.9M +651,700 +400%
WA
142
Waverly Advisors
Alabama
$3.08M +$265K +14,520 +10%
NW
143
Naviter Wealth
Arkansas
$3.01M +$178K +9,755 +7%
JAM
144
JCIC Asset Management
Ontario, Canada
$2.96M +$11.8K +650 +0.4%
P
145
Pitcairn
Pennsylvania
$2.95M +$241K +13,205 +9%
FRA
146
Frank Rimerman Advisors
California
$2.88M
MAM
147
Madison Asset Management
Wisconsin
$2.79M -$156K -8,555 -6%
CL
148
Choreo LLC
Illinois
$2.75M +$60.4K +3,315 +2%
FPFS
149
First Personal Financial Services
North Carolina
$2.75M -$30.4K -1,670 -1%
JHCP
150
Jackson Hole Capital Partners
Oklahoma
$2.73M -$117K -6,430 -4%

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.