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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
Capital Research Global Investors
201
Capital Research Global Investors
California
$1.52M -$3.23M -177,405 -69%
QCG
202
Quadrant Capital Group
Ohio
$1.51M +$123K +6,765 +9%
DTL
203
Dynamic Technology Lab
Singapore
$1.49M +$1.16M +63,470 +458%
VA
204
Vident Advisory
Georgia
$1.47M +$220K +12,055 +19%
HFS
205
Hantz Financial Services
Michigan
$1.45M -$17K -930 -1%
OMC
206
Old Mission Capital
Illinois
$1.44M -$11.7M -642,895 -90%
1CP
207
17 Capital Partners
Arizona
$1.43M
HDIM
208
Hanson & Doremus Investment Management
Vermont
$1.43M
BCM
209
BTC Capital Management
Iowa
$1.42M +$83.7K +4,590 +7%
Calamos Advisors
210
Calamos Advisors
Illinois
$1.41M -$12K -660 -0.9%
PS
211
Principal Securities
Iowa
$1.4M +$173K +9,495 +15%
VT
212
Vise Technologies
New York
$1.36M +$490K +26,885 +62%
PM
213
Penbrook Management
New York
$1.35M
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$509K -27,930 -29%
AQR Capital Management
215
AQR Capital Management
Connecticut
$1.34M +$847K +46,495 +203%
AFG
216
Atomi Financial Group
New York
$1.34M +$367K +20,140 +41%
RJT
217
Raymond James Trust
Florida
$1.33M +$109K +5,995 +10%
DWT
218
Dorsey & Whitney Trust
South Dakota
$1.33M +$74K +4,060 +6%
AAS
219
Avantax Advisory Services
Texas
$1.31M +$95K +5,210 +8%
BP
220
Ballentine Partners
Massachusetts
$1.29M +$41.7K +2,290 +4%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$1.24M +$29.2K +1,600 +2%
SCM
222
Sterling Capital Management
North Carolina
$1.23M +$1.16M +63,790 New
MWM
223
Mission Wealth Management
California
$1.21M +$683K +37,495 +148%
WA
224
Wealth Alliance
New York
$1.19M +$36.1K +1,980 +3%
First Trust Advisors
225
First Trust Advisors
Illinois
$1.18M -$96K -5,265 -8%

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.