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Sono-Tek
SOTK

Overview Fund Activity

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
Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.33%
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

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$101K
2
UBS Group
UBS Group
Switzerland
+$17.3K
3
TRCT
Tower Research Capital (TRC)
New York
+$5.19K
4
FWM
Focused Wealth Management
New York
+$3.64K
5
BlackRock
BlackRock
New York
+$2.51K

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$3.1M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$28.6K
3
Northern Trust
Northern Trust
Illinois
-$11.5K
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.73K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1M +$1.62K +445 +0.1%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$557K +$101K +27,670 +22%
UBS Group
3
UBS Group
Switzerland
$544K +$17.3K +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 -$11.5K -3,161 -8%
BFA
10
Beaumont Financial Advisors
Massachusetts
$133K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$117K -$4.73K -1,300 -4%
BlackRock
12
BlackRock
New York
$78.3K +$2.51K +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 +$3.64K +1,000 +8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$46.6K +$2.04K +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 -$28.6K -7,903 -70%
TRCT
20
Tower Research Capital (TRC)
New York
$6.69K +$5.19K +1,426 +346%
Bank of America
21
Bank of America
North Carolina
$408 +$25 +7 +7%
SS
22
SBI Securities
Japan
$364 – – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$84 – – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$47 -$7 -2 -13%
SEIA
25
Signature Estate & Investment Advisors
California
– -$3.1M -773,386 Closed