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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
TAM
176
Tabor Asset Management
New York
$3.03M +$287K +12,065 +11%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$3.03M +$362K +15,195 +15%
RWM
178
Ritholtz Wealth Management
New York
$2.92M -$8.21K -345 -0.3%
TFS
179
TrustCore Financial Services
Tennessee
$2.91M -$203K -8,535 -7%
TCCM
180
Timber Creek Capital Management
Massachusetts
$2.89M +$2.72M +114,225 New
NIG
181
NFJ Investment Group
Texas
$2.88M -$50.4K -2,115 -2%
PI
182
PFS Investments
Georgia
$2.88M +$1.39M +58,290 +105%
State Street
183
State Street
Massachusetts
$2.76M -$2.19M -92,020 -46%
AP
184
Advisor Partners
California
$2.74M -$31.2K -1,310 -1%
Comerica Bank
185
Comerica Bank
Texas
$2.68M -$151K -6,335 -5%
LP
186
LMR Partners
United Kingdom
$2.68M +$2.54M +106,465 New
PM
187
Penbrook Management
New York
$2.62M
FFM
188
Forum Financial Management
Illinois
$2.58M +$2.43M +101,890 New
MML Investors Services
189
MML Investors Services
Massachusetts
$2.56M +$256K +10,755 +12%
PFO
190
Pathstone Family Office
New Jersey
$2.5M +$68.9K +2,895 +3%
BF
191
BOK Financial
Oklahoma
$2.5M +$139K +5,820 +6%
SFS
192
Sowell Financial Services
Arkansas
$2.49M +$95.6K +4,015 +4%
YCM
193
Yousif Capital Management
Michigan
$2.48M +$2.34M +98,185 New
MCM
194
McKinley Capital Management
Alaska
$2.44M -$99.4K -4,175 -4%
AAM
195
Advisors Asset Management
Colorado
$2.42M +$48.6K +2,040 +2%
IWC
196
Integrated Wealth Concepts
Massachusetts
$2.41M +$262K +11,005 +13%
EARNEST Partners
197
EARNEST Partners
Georgia
$2.38M
NA
198
NewEdge Advisors
Louisiana
$2.35M +$866K +36,370 +64%
DKCM
199
Davidson Kempner Capital Management
New York
$2.34M +$2.2M +92,590 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$2.31M -$113K -4,725 -5%

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.