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Sono-Tek
SOTK

24 hedge funds and large institutions have $4.32M invested in Sono-Tek in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $4.05M → $4.32M (+$275K)

0.22% more ownership

Funds ownership: 7.06% → 7.28% (+0.22%)

0% more funds holding

Funds holding: 24 → 24 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$244K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.57K
3
Raymond James Financial
Raymond James Financial
Florida
+$1.14K
4
Northern Trust
Northern Trust
Illinois
+$971
5
Bank of America
Bank of America
North Carolina
+$68

Top Sellers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
-$60.8K
2
UBS Group
UBS Group
Switzerland
-$37K
3
BlackRock
BlackRock
New York
-$14.6K
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.55K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M +$244K +64,398 +21%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$580K -$1.42K -374 -0.2%
UBS Group
3
UBS Group
Switzerland
$524K -$37K -9,755 -7%
M&T Bank
4
M&T Bank
New York
$300K – – –
Stifel Financial
5
Stifel Financial
Missouri
$225K – – –
WC
6
Wynnefield Capital
New York
$191K – – –
BMC
7
Benin Management Corp
Connecticut
$180K – – –
BA
8
Bard Associates
Illinois
$152K -$60.8K -16,025 -28%
Northern Trust
9
Northern Trust
Illinois
$143K +$971 +256 +0.7%
BFA
10
Beaumont Financial Advisors
Massachusetts
$138K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$116K -$4.55K -1,200 -4%
BlackRock
12
BlackRock
New York
$66.2K -$14.6K -3,857 -18%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$55K +$6.57K +1,731 +14%
PFA
14
Peak Financial Advisors
Colorado
$54.5K – – –
State Street
15
State Street
Massachusetts
$51.7K – – –
FWM
16
Focused Wealth Management
New York
$50.1K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$45.7K -$2.98K -785 -6%
Morgan Stanley
18
Morgan Stanley
New York
$38K – – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$9K -$3.04K -800 -24%
TRCT
20
Tower Research Capital (TRC)
New York
$4.11K -$2.82K -744 -40%
Raymond James Financial
21
Raymond James Financial
Florida
$1.13K +$1.14K +300 New
Bank of America
22
Bank of America
North Carolina
$488 +$68 +18 +16%
SS
23
SBI Securities
Japan
$379 +$4 +1 +1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$87 – – –
JP Morgan Chase
25
JP Morgan Chase
New York
– -$47 -13 Closed

SOTK Hedge Fund Activity: Q2 2025 in Review

24 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q2 2025, worth a combined $4.32M — up 6.8% from $4.05M a quarter earlier.

Fund positioning in SOTK was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $244K. The largest seller was Bard Associates, cutting an estimated $60.8K.

  • 24 institutional investors held Sono-Tek (SOTK) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $4.32M of Sono-Tek stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 1 fund opened new Sono-Tek positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest Sono-Tek buyer in Q2 2025 was Vanguard Group, an estimated $244K added.
  • The largest Sono-Tek seller in Q2 2025 was Bard Associates, an estimated $60.8K sold.

Based on aggregated 13F filings for Q2 2025.