Sono-Tek
SOTK
28 hedge funds and large institutions have $5.45M invested in Sono-Tek in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
12% more funds holding
Funds holding: 25 → 28 (+3)
3% more capital invested
Capital invested by funds: $5.3M → $5.45M (+$154K)
0.38% more ownership
Funds ownership: 8.16% → 8.55% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$662K |
| 2 |
Renaissance Technologies
New York
|
+$108K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$48K |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
+$38.1K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$28.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Topline Capital Management
Santa Monica,
California
|
-$557K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$79.7K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24.4K |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$2.02K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $1.77K | +$1.8K | +435 | New |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| $410 | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $93 | – | – | – |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$1.73K | -418 | Closed |
|
30
Bank of America
Charlotte,
North Carolina
| – | -$54 | -13 | Closed |
|
SOTK Hedge Fund Activity: Q1 2026 in Review
28 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q1 2026, worth a combined $5.45M — up 2.9% from $5.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SOTK positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $662K. The largest seller was Topline Capital Management, cutting an estimated $557K.
- 28 institutional investors held Sono-Tek (SOTK) as of Q1 2026, up from 25 in Q4 2025.
- Funds reported $5.45M of Sono-Tek stock for Q1 2026, up 2.9% quarter-over-quarter.
- 6 funds opened new Sono-Tek positions in Q1 2026 and 2 closed out, a net change of +4 holders.
- The largest Sono-Tek buyer in Q1 2026 was Northwestern Mutual Wealth Management, an estimated $662K added.
- The largest Sono-Tek seller in Q1 2026 was Topline Capital Management, an estimated $557K sold.
Based on aggregated 13F filings for Q1 2026.