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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$106K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$18.2K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.47K |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$3.83K |
| 5 |
BlackRock
New York
|
+$2.64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$3.1M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$30.3K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$12.1K |
| 4 |
Renaissance Technologies
New York
|
-$4.98K |
| 5 |
JP Morgan Chase
New York
|
-$8 |
SOTK Hedge Fund Activity: Q1 2025 in Review
24 of the 7,476 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.