Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sony Group Corp (SONY)

732 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — SONY

Based on 738 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
738 funds currently hold this stock — 90% of the 3.0-year high of 816 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SONY is almost the same as a year ago (-13 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

340 buying377 selling
Last quarter: 377 funds reduced or exited vs 340 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new SONY position: 121 → 122 → 80 → 106. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
466 out of 738 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.
📊

Peak discovery — momentum slowing

102 → 121 → 122 → 80 → 106 new funds/Q
New funds entering each quarter: 121 → 122 → 80 → 106. SONY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 764 holders: 504 (66%) are 2+ year veterans, 108 entered 1–2 years ago, and 152 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
53 of 732 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — SONY

In 2026 Q2, 340 hedge funds were net buyers of SONY (106 opened a new position, 234 added to an existing one), while 377 reduced or exited (273 trimmed, 104 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 67% of total institutional value in SONY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 738.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 6 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SONY
732 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 732 736 -0.54%
13F Shares 480M 468M 2.6%
Total Value $9.41B $9.46B -0.6%
New Positions 106 80 +26
Increased Positions 228 256 -28
Closed Positions 104 160 -56
Reduced Positions 268 274 -6
Total Calls 19 13 46.15%
Total Puts 11 11 -
PUT/CALL Ratio 0.58 0.85 Bullish

Statistics: SONY

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Institutional Holders (2026 Q2)

732 + investors

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

QUARTER:
Top 25 SONY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XY Capital Ltd 9.89% 510,791 $10.2M
2 Foresight Global Investors, Inc. 9.00% 740,300 $14.9M
3 Dv Equities, LLC 7.27% 2,529,344 $50.7M
4 Contrarius Group Holdings Ltd 6.38% 6,899,554 $138.4M
5 Martin Investment Management, LLC 5.82% 869,290 $17.4M
6 Clark Estates Inc/Ny 3.82% 825,000 $16.5M
7 Mondrian Investment Partners LTD 3.79% 12,272,937 $245.5M
8 Pictet North America Advisors SA 2.98% 1,684,567 $33.8M
9 Bcwm, LLC 2.94% 500,469 $10.0M
10 Rock Point Advisors, LLC 2.83% 576,957 $11.6M
11 American Trust Investment Advisors, LLC 2.65% 267,579 $5.4M
12 Humankind Investments LLC 1.94% 202,195 $4.1M
13 Henry James International Management Inc. 1.84% 306,928 $6.2M
14 Cabot Wealth Management Inc 1.74% 854,132 $17.1M
15 Aristotle Capital Management, LLC 1.74% 41,272,268 $827.9M
16 Alight Capital Management LP 1.45% 516,432 $10.4M
17 Delta Capital Management LLC 1.44% 156,160 $3.1M
18 O'Brien Greene & Co. Inc 1.41% 254,368 $5.1M
19 Harding Loevner LP 1.31% 6,468,686 $139.5M
20 Inlet Private Wealth, LLC 1.31% 267,799 $5.4M
21 Blue Square Asset Management, LLC 1.25% 153,736 $3.1M
22 Figure 8 Investment Strategies LLC 1.20% 70,563 $1.4M
23 Arnhold LLC 1.17% 835,356 $16.8M
24 Klein Pavlis & Peasley Financial, INC. 1.11% 106,737 $2.1M
25 Live Oak Private Wealth LLC 1.08% 431,463 $8.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 47% buying: Last quarter: 377 funds reduced or exited vs 340 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SONY holders?

Elite ownership — 67% AUM from top-100 funds: 53 of 732 holders are among the 100 largest funds by AUM, controlling 67% 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?

63% of holders stayed for 2+ years: 466 out of 738 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.

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