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Sono-Tek
SOTK

25 hedge funds and large institutions have $5.3M invested in Sono-Tek in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $4.81M → $5.3M (+$483K)

9% more funds holding

Funds holding: 23 → 25 (+2)

1.3% more ownership

Funds ownership: 6.87% → 8.16% (+1.3%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Topline Capital Management
California
+$708K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$264K
3
Renaissance Technologies
Renaissance Technologies
New York
+$101K
4
HPC
HM Payson & Co
Maine
+$89.6K
5
Citadel Advisors
Citadel Advisors
Florida
+$83.5K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$472K
2
BMC
Benin Management Corp
Connecticut
-$1.43K
3
Northern Trust
Northern Trust
Illinois
-$1.07K
4
Citigroup
Citigroup
New York
-$4
5
SS
SBI Securities
Japan
-$4
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78M +$264K +63,400 +17%
TCM
2
Topline Capital Management
California
$702K +$708K +169,875 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$641K +$4.05K +972 +0.6%
M&T Bank
4
M&T Bank
New York
$330K – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$260K +$101K +24,239 +63%
Stifel Financial
6
Stifel Financial
Missouri
$248K – – –
BMC
7
Benin Management Corp
Connecticut
$182K -$1.43K -343 -0.8%
BA
8
Bard Associates
Illinois
$179K +$11.8K +2,838 +7%
BFA
9
Beaumont Financial Advisors
Massachusetts
$151K – – –
Northern Trust
10
Northern Trust
Illinois
$151K -$1.07K -257 -0.7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$104K +$40.9K +9,814 +64%
HPC
12
HM Payson & Co
Maine
$88.8K +$89.6K +21,500 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$87.6K +$10.1K +2,427 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$82.7K +$83.5K +20,030 New
BlackRock
15
BlackRock
New York
$77.9K +$3.05K +732 +4%
PFA
16
Peak Financial Advisors
Colorado
$60K – – –
State Street
17
State Street
Massachusetts
$56.2K – – –
FWM
18
Focused Wealth Management
New York
$55.1K – – –
Morgan Stanley
19
Morgan Stanley
New York
$41.8K – – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$10K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$5.67K +$1.43K +342 +33%
UBS Group
22
UBS Group
Switzerland
$1.73K -$472K -113,100 -100%
SS
23
SBI Securities
Japan
$417 -$4 -1 -1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$95 – – –
Bank of America
25
Bank of America
North Carolina
$54 +$4 +1 +8%
1
2

SOTK Hedge Fund Activity: Q4 2025 in Review

25 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q4 2025, worth a combined $5.3M — up 10% from $4.81M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SOTK positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Topline Capital Management, opening a new position worth an estimated $708K. The largest seller was UBS Group, cutting an estimated $472K.

  • 25 institutional investors held Sono-Tek (SOTK) as of Q4 2025, up from 23 in Q3 2025.
  • Funds reported $5.3M of Sono-Tek stock for Q4 2025, up 10% quarter-over-quarter.
  • 3 funds opened new Sono-Tek positions in Q4 2025 and 1 closed out, a net change of +2 holders.
  • The largest Sono-Tek buyer in Q4 2025 was Topline Capital Management, an estimated $708K added.
  • The largest Sono-Tek seller in Q4 2025 was UBS Group, an estimated $472K sold.

Based on aggregated 13F filings for Q4 2025.