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Sono-Tek

28 hedge funds and large institutions have $5.45M invested in Sono-Tek in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

12% more funds holding

Funds holding: 2528 (+3)

3% more capital invested

Capital invested by funds: $5.3M → $5.45M (+$154K)

0.38% more ownership

Funds ownership: 8.16%8.55% (+0.38%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$1.47M +$1.49M +361,255 New
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$650K +$662K +160,202 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$552K -$79.7K -19,278 -12%
Renaissance Technologies
4
Renaissance Technologies
New York
$362K +$108K +26,161 +42%
M&T Bank
5
M&T Bank
New York
$325K
VFT
6
Vanguard Fiduciary Trust
Pennsylvania
$271K +$276K +66,804 New
Stifel Financial
7
Stifel Financial
Missouri
$244K
BA
8
Bard Associates
Illinois
$213K +$38.1K +9,209 +21%
BMC
9
Benin Management Corp
Connecticut
$179K
Northern Trust
10
Northern Trust
Illinois
$176K +$28.5K +6,906 +19%
BFA
11
Beaumont Financial Advisors
Massachusetts
$149K
TCM
12
Topline Capital Management
California
$143K -$557K -134,716 -79%
Citadel Advisors
13
Citadel Advisors
Florida
$96.1K +$15K +3,633 +18%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$89.2K +$3.15K +762 +4%
HPC
15
HM Payson & Co
Maine
$87.3K
BlackRock
16
BlackRock
New York
$83K +$6.55K +1,586 +8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$78.4K -$24.4K -5,915 -23%
PFA
18
Peak Financial Advisors
Colorado
$59K
State Street
19
State Street
Massachusetts
$55.3K
FWM
20
Focused Wealth Management
New York
$52.2K -$2.02K -488 -4%
XT
21
XTX Topco
Cayman Islands
$47.1K +$48K +11,605 New
Morgan Stanley
22
Morgan Stanley
New York
$41.1K
VGA
23
Vanguard Global Advisers
Pennsylvania
$11.1K +$11.3K +2,736 New
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$10K
TRCT
25
Tower Research Capital (TRC)
New York
$7.15K +$1.59K +386 +28%

SOTK Hedge Fund Activity: Q1 2026 in Review

28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sono-Tek (SOTK) for Q1 2026, worth a combined $5.45M — up 2.9% from $5.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SOTK positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $662K. The largest seller was Topline Capital Management, cutting an estimated $557K.

  • 28 institutional investors held Sono-Tek (SOTK) as of Q1 2026, up from 25 in Q4 2025.
  • Funds reported $5.45M of Sono-Tek stock for Q1 2026, up 2.9% quarter-over-quarter.
  • 6 funds opened new Sono-Tek positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest Sono-Tek buyer in Q1 2026 was Northwestern Mutual Wealth Management, an estimated $662K added.
  • The largest Sono-Tek seller in Q1 2026 was Topline Capital Management, an estimated $557K sold.

Based on aggregated 13F filings for Q1 2026.