Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SONY GROUP CORP (SONY)

814 + Investors. Track Smart Money conviction in SONY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
7Q ▲
Buyers last Q
56%

Smart Money Signals — SONY

Based on 793 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SONY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
793 hedge funds hold SONY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

415 buying331 selling
Last quarter: 415 funds bought or added vs 331 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~118 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 107 → 98 → 114 → 118. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
476 out of 793 hedge funds have held SONY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

116 → 107 → 98 → 114 → 118 new funds/Q
New funds entering each quarter: 107 → 98 → 114 → 118. A growing number of institutions are discovering SONY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 814 current holders: 505 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
36 of 793 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SONY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SONY

How many hedge funds hold SONY — quarterly history vs. share price
Quarterly hedge fund ownership of SONY vs. share price

Market Analysis: SONY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SONY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

63 top-rated funds 5 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: SONY
2026 Q1 Stats Unlock in 10 days 814 + Investors

Track Smart Money conviction in SONY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 814 781 4.23%
13F Shares 461M 455M 1.19%
Total Value $11.82B $13.23B -10.59%
New Positions 120 115 +5
Increased Positions 331 290 +41
Closed Positions 88 84 +4
Reduced Positions 257 275 -18
Total Calls 14 13 7.69%
Total Puts 10 10 -
PUT/CALL Ratio 0.71 0.77 Neutral

Statistics: SONY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

814 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SONY. Verified SEC 13F-HR filings.

Top 25 institutional holders of SONY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mondrian Investment Partners LTD 3.76% 11,975,861 $251.5M
2 Pictet North America Advisors SA 3.26% 1,584,630 $32.8M
3 Henry James International Management Inc. 2.29% 306,881 $6.4M
4 CABOT WEALTH MANAGEMENT INC 1.98% 830,909 $17.2M
5 Barden Capital Management, Inc. 1.62% 91,672 $1.9M
6 DELTA CAPITAL MANAGEMENT LLC 1.61% 141,290 $2.9M
7 BLUE SQUARE ASSET MANAGEMENT, LLC 1.52% 154,754 $3.2M
8 FIGURE 8 INVESTMENT STRATEGIES LLC 1.45% 71,856 $1.5M
9 O'Brien Greene & Co. Inc 1.38% 235,162 $4.9M
10 Live Oak Private Wealth LLC 1.31% 454,318 $9.4M
11 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1.21% 106,101 $2.2M
12 Penbrook Management LLC 1.07% 68,500 $1.4M
13 Timber Creek Capital Management LLC 1.04% 206,783 $4.3M
14 Successful Portfolios LLC 1.02% 92,938 $1.9M
15 CapWealth Advisors, LLC 0.95% 618,738 $12.8M
16 JCIC Asset Management Inc. 0.83% 131,273 $2.7M
17 Fisher Asset Management, LLC 0.78% 110,630,948 $2.29B
18 Princeton Global Asset Management LLC 0.70% 207,343 $4.3M
19 WINCAP FINANCIAL LLC 0.69% 49,971 $1.0M
20 SouthState Bank Corp 0.66% 687,517 $14.2M
21 DMC Group, LLC 0.60% 42,978 $890K
22 RAELIPSKIE PARTNERSHIP 0.52% 59,738 $1.2M
23 Bayforest Capital Ltd 0.47% 20,350 $421K
24 Alhambra Investment Management LLC 0.45% 46,629 $965K
25 Boston Common Asset Management, LLC 0.43% 321,630 $6.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SONY GROUP CORP (SONY)

What does the Smart Money Trend signal show for SONY?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SONY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SONY?

Slight buying edge — 56% buying: Last quarter: 415 funds bought or added vs 331 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SONY holders?

Elite ownership — 47% AUM from top-100 funds: 36 of 793 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SONY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SONY?

60% of holders stayed for 2+ years: 476 out of 793 hedge funds have held SONY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.