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Sono-Tek
SOTK

Overview Fund Activity

23 hedge funds and large institutions have $4.28M invested in Sono-Tek in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55K
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.13K
4
Northern Trust
4
Northern Trust
Illinois
$143K
5
Bank of America
5
Bank of America
North Carolina
$488

Top Sellers

1
BA
1
Bard Associates
Illinois
$152K
2
UBS Group
2
UBS Group
Switzerland
$524K
3
BlackRock
3
BlackRock
New York
$66.2K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$116K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$9K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M 367,395 +64,398 +21%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$580K 152,651 -374 -0.2%
UBS Group
3
UBS Group
Switzerland
$524K 139,730 -9,755 -7%
M&T Bank
4
M&T Bank
New York
$300K 80,000 – –
Stifel Financial
5
Stifel Financial
Missouri
$225K 60,000 – –
WC
6
Wynnefield Capital
New York
$191K 50,950 – –
BMC
7
Benin Management Corp
Connecticut
$180K 48,000 – –
BA
8
Bard Associates
Illinois
$152K 40,406 -16,025 -28%
Northern Trust
9
Northern Trust
Illinois
$143K 38,176 +256 +0.7%
BFA
10
Beaumont Financial Advisors
Massachusetts
$138K 36,671 – –
Renaissance Technologies
11
Renaissance Technologies
New York
$116K 31,000 -1,200 -4%
BlackRock
12
BlackRock
New York
$66.2K 17,645 -3,857 -18%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$55K 14,468 +1,731 +14%
PFA
14
Peak Financial Advisors
Colorado
$54.5K 14,521 – –
State Street
15
State Street
Massachusetts
$51.7K 13,612 – –
FWM
16
Focused Wealth Management
New York
$50.1K 13,343 – –
Morgan Stanley
17
Morgan Stanley
New York
$38K 10,125 – –
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$9K 2,520 -800 -24%
TRCT
19
Tower Research Capital (TRC)
New York
$4.11K 1,094 -744 -40%
Raymond James Financial
20
Raymond James Financial
Florida
$1.13K 300 +300 New
Bank of America
21
Bank of America
North Carolina
$488 130 +18 +16%
SS
22
SBI Securities
Japan
$379 101 +1 +1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$87 23 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
– – -13 Closed