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Sono-Tek

23 hedge funds and large institutions have $4.81M invested in Sono-Tek in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $4.32M → $4.81M (+$490K)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.41% less ownership

Funds ownership: 7.28%6.87% (-0.41%)

4% less funds holding

Funds holding: 2423 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.65M
Geode Capital Management
2
Geode Capital Management
Massachusetts
$691K +$6.02K +1,662 +1%
UBS Group
3
UBS Group
Switzerland
$503K -$94.9K -26,212 -19%
M&T Bank
4
M&T Bank
New York
$354K
Stifel Financial
5
Stifel Financial
Missouri
$266K
BMC
6
Benin Management Corp
Connecticut
$197K -$12.7K -3,500 -7%
BA
7
Bard Associates
Illinois
$179K
Renaissance Technologies
8
Renaissance Technologies
New York
$171K +$27.9K +7,700 +25%
Northern Trust
9
Northern Trust
Illinois
$163K -$4.95K -1,366 -4%
BFA
10
Beaumont Financial Advisors
Massachusetts
$162K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$84.1K +$15.6K +4,305 +30%
BlackRock
12
BlackRock
New York
$80.3K +$1.77K +488 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$69K +$12.3K +3,389 +28%
PFA
14
Peak Financial Advisors
Colorado
$64.3K
State Street
15
State Street
Massachusetts
$61K
FWM
16
Focused Wealth Management
New York
$59.1K
Morgan Stanley
17
Morgan Stanley
New York
$44.8K -$18 -5 -0%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$11K
TRCT
19
Tower Research Capital (TRC)
New York
$4.57K -$225 -62 -6%
SS
20
SBI Securities
Japan
$452 +$4 +1 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$103
Bank of America
22
Bank of America
North Carolina
$53 -$427 -118 -91%
Citigroup
23
Citigroup
New York
$4 +$4 +1 New
WC
24
Wynnefield Capital
New York
-$191K -50,950 Closed
Raymond James Financial
25
Raymond James Financial
Florida
-$1.13K -300 Closed

SOTK Hedge Fund Activity: Q3 2025 in Review

23 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q3 2025, worth a combined $4.81M — up 11% from $4.32M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SOTK and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.

The largest buyer was Renaissance Technologies, adding an estimated $27.9K. The largest seller was Wynnefield Capital, exiting entirely with an estimated $191K sold.

  • 23 institutional investors held Sono-Tek (SOTK) as of Q3 2025, down from 24 in Q2 2025.
  • Funds reported $4.81M of Sono-Tek stock for Q3 2025, up 11% quarter-over-quarter.
  • 1 fund opened new Sono-Tek positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest Sono-Tek buyer in Q3 2025 was Renaissance Technologies, an estimated $27.9K added.
  • The largest Sono-Tek seller in Q3 2025 was Wynnefield Capital, an estimated $191K sold.

Based on aggregated 13F filings for Q3 2025.