We are live on ! Find out more

719 hedge funds and large institutions have $9.81B invested in Sony in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 243 increasing their positions, 243 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 46

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

10% more capital invested

Capital invested by funds: $8.89B → $9.81B (+$919M)

9% more funds holding

Funds holding: 658719 (+61)

7% more call options, than puts

Call options by funds: $158M | Put options by funds: $148M

0% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 243

31.41% less ownership

Funds ownership: 38.94%7.53% (-31%)

Holders
719
Holders Change
+61
Holders Change %
+9.27%
% of All Funds
9.47%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
121
Increased
243
Reduced
243
Closed
46
Calls
$158M
Puts
$148M
Net Calls
+$10M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.16B -$84.9M -4,358,760 -4%
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.12B -$13M -668,318 -1%
Fisher Asset Management
3
Fisher Asset Management
Washington
$961M +$43.6M +2,238,317 +5%
Bank of America
4
Bank of America
North Carolina
$504M -$21.6M -1,110,370 -4%
BlackRock
5
BlackRock
New York
$496M -$11.9M -609,453 -3%
Morgan Stanley
6
Morgan Stanley
New York
$465M -$3.84M -196,924 -0.9%
MIP
7
Mondrian Investment Partners
United Kingdom
$223M -$18M -924,261 -8%
FMI
8
Fiduciary Management Inc
Wisconsin
$218M -$9.6M -493,112 -5%
HL
9
Harding Loevner
New Jersey
$214M -$310M -15,889,492 -61%
Goldman Sachs
10
Goldman Sachs
New York
$163M +$6.97M +357,714 +5%
Northern Trust
11
Northern Trust
Illinois
$161M +$43.7M +2,241,328 +42%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$151M +$487K +25,022 +0.4%
GF
13
Gabelli Funds
New York
$135M -$2.71M -139,149 -2%
GI
14
GAMCO Investors
Connecticut
$134M -$2.05M -105,471 -2%
ClearBridge Investments
15
ClearBridge Investments
New York
$125M -$3.93M -201,841 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$123M +$3.63M +186,405 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$119M +$6.94M +356,098 +7%
Capital World Investors
18
Capital World Investors
California
$84.4M +$1.43M +73,296 +2%
Millennium Management
19
Millennium Management
New York
$78.6M +$61.3M +3,149,231 +559%
SEI Investments
20
SEI Investments
Pennsylvania
$68.7M -$5.09M -261,383 -7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$65.3M -$1.91M -98,120 -3%
Wells Fargo
22
Wells Fargo
California
$61.2M -$2.85M -146,439 -5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$58.5M +$476K +24,463 +0.9%
UBS Group
24
UBS Group
Switzerland
$47.1M +$33.8M +1,737,017 +357%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$46.7M +$8.6M +441,707 +25%

SONY Hedge Fund Activity: Q4 2024 in Review

719 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2024, worth a combined $9.81B — up 10% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SONY positions and 46 closed out — a net gain of 75 holders — while 243 added to existing stakes and 243 trimmed.

The largest buyer was Millennium Management, adding an estimated $61.3M. The largest seller was Harding Loevner, cutting an estimated $310M.

  • 719 institutional investors held Sony (SONY) as of Q4 2024, up from 658 in Q3 2024.
  • Funds reported $9.81B of Sony stock for Q4 2024, up 10% quarter-over-quarter.
  • 121 funds opened new Sony positions in Q4 2024 and 46 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2024 was Millennium Management, an estimated $61.3M added.
  • The largest Sony seller in Q4 2024 was Harding Loevner, an estimated $310M sold.

Based on aggregated 13F filings for Q4 2024.