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Sono-Tek
SOTK

24 hedge funds and large institutions have $4.05M invested in Sono-Tek in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

4% less funds holding

Funds holding: 25 → 24 (-1)

4.76% less ownership

Funds ownership: 11.82% → 7.06% (-4.8%)

46% less capital invested

Capital invested by funds: $7.46M → $4.05M (-$3.41M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$106K
2
UBS Group
UBS Group
Switzerland
+$18.2K
3
TRCT
Tower Research Capital (TRC)
New York
+$5.47K
4
FWM
Focused Wealth Management
New York
+$3.83K
5
BlackRock
BlackRock
New York
+$2.64K

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$3.1M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$30.3K
3
Northern Trust
Northern Trust
Illinois
-$12.1K
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.98K
5
JP Morgan Chase
JP Morgan Chase
New York
-$8
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1M +$1.71K +445 +0.1%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$557K +$106K +27,670 +22%
UBS Group
3
UBS Group
Switzerland
$544K +$18.2K +4,751 +3%
M&T Bank
4
M&T Bank
New York
$291K – – –
Stifel Financial
5
Stifel Financial
Missouri
$218K – – –
BA
6
Bard Associates
Illinois
$205K – – –
WC
7
Wynnefield Capital
New York
$185K – – –
BMC
8
Benin Management Corp
Connecticut
$175K – – –
Northern Trust
9
Northern Trust
Illinois
$138K -$12.1K -3,161 -8%
BFA
10
Beaumont Financial Advisors
Massachusetts
$133K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$117K -$4.98K -1,300 -4%
BlackRock
12
BlackRock
New York
$78.3K +$2.64K +689 +3%
PFA
13
Peak Financial Advisors
Colorado
$52.9K – – –
State Street
14
State Street
Massachusetts
$49.5K – – –
FWM
15
Focused Wealth Management
New York
$48.6K +$3.83K +1,000 +8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$46.6K +$2.15K +560 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$46.4K – – –
Morgan Stanley
18
Morgan Stanley
New York
$36.9K – – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$12K -$30.3K -7,903 -70%
TRCT
20
Tower Research Capital (TRC)
New York
$6.69K +$5.47K +1,426 +346%
Bank of America
21
Bank of America
North Carolina
$408 +$27 +7 +7%
SS
22
SBI Securities
Japan
$364 – – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$84 – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$47 -$8 -2 -13%
SEIA
25
Signature Estate & Investment Advisors
California
– -$3.1M -773,386 Closed

SOTK Hedge Fund Activity: Q1 2025 in Review

24 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q1 2025, worth a combined $4.05M — down 46% from $7.46M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SOTK and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was Geode Capital Management, adding an estimated $106K. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $3.1M sold.

  • 24 institutional investors held Sono-Tek (SOTK) as of Q1 2025, down from 25 in Q4 2024.
  • Funds reported $4.05M of Sono-Tek stock for Q1 2025, down 46% quarter-over-quarter.
  • 0 funds opened new Sono-Tek positions in Q1 2025 and 1 closed out, a net change of -1 holder.
  • The largest Sono-Tek buyer in Q1 2025 was Geode Capital Management, an estimated $106K added.
  • The largest Sono-Tek seller in Q1 2025 was Signature Estate & Investment Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2025.