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Sono-Tek
SOTK

Overview Fund Activity

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
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

1
Vanguard Group
Vanguard Group
Pennsylvania
+$245K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.58K
3
Raymond James Financial
Raymond James Financial
Florida
+$1.13K
4
Northern Trust
Northern Trust
Illinois
+$961
5
Bank of America
Bank of America
North Carolina
+$68

Top Sellers

1
BA
Bard Associates
Illinois
-$60.1K
2
UBS Group
UBS Group
Switzerland
-$36.6K
3
BlackRock
BlackRock
New York
-$14.5K
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.5K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.98K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M +$245K +64,398 +21%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$580K -$1.42K -374 -0.2%
UBS Group
3
UBS Group
Switzerland
$524K -$36.6K -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 -$60.1K -16,025 -28%
Northern Trust
9
Northern Trust
Illinois
$143K +$961 +256 +0.7%
BFA
10
Beaumont Financial Advisors
Massachusetts
$138K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$116K -$4.5K -1,200 -4%
BlackRock
12
BlackRock
New York
$66.2K -$14.5K -3,857 -18%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$55K +$6.58K +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 -$2.86K -800 -24%
TRCT
20
Tower Research Capital (TRC)
New York
$4.11K -$2.79K -744 -40%
Raymond James Financial
21
Raymond James Financial
Florida
$1.13K +$1.13K +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 – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
– -$47 -13 Closed