Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SONOS INC (SONO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — SONO

Based on 287 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SONO 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
287 hedge funds hold SONO 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 — +11% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

165 buying119 selling
Last quarter: 165 funds bought or added vs 119 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new SONO position: 46 → 40 → 42 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 21% medium 16% new
179 out of 287 hedge funds have held SONO 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

41 → 46 → 40 → 42 → 55 new funds/Q
New funds entering each quarter: 46 → 40 → 42 → 55. A growing number of institutions are discovering SONO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 11% 1-2yr 19% new
Of 298 current holders: 210 (70%) 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.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
38 of 287 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: SONO

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

Market Analysis: SONO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SONO

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

45 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SONO
2026 Q1 Stats Unlock in 22 days 298 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 298 276 7.97%
13F Shares 116M 111M 4.59%
Total Value $2.03B $1.74B 16.29%
New Positions 55 44 +11
Increased Positions 127 109 +18
Closed Positions 34 28 +6
Reduced Positions 101 104 -3
Total Calls 8 7 14.29%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.88 1.14 Neutral

Statistics: SONO

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Institutional Holders (2026 Q1)

298 + investors

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

Top 25 institutional holders of SONO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.26% 1,954,566 $26K
2 Bayforest Capital Ltd 0.24% 16,285 $218K
3 OP Asset Management Ltd 0.13% 777,134 $12.0M
4 Allegheny Financial Group 0.09% 50,218 $673K
5 Y-Intercept (Hong Kong) Ltd 0.04% 140,366 $1.9M
6 Linden Thomas Advisory Services, LLC 0.03% 20,744 $278K
7 Louisiana State Employees Retirement System 0.01% 53,600
8 State of Alaska, Department of Revenue 0.01% 66,898
9 Versant Capital Management, Inc 0.01% 6,731 $90K
10 Pallas Capital Advisors LLC 0.01% 15,597 $209K
11 Robeco Institutional Asset Management B.V. 0.01% 390,651 $5.2M
12 Tradewinds Capital Management, LLC 0.01% 2,010 $27K
13 EXCHANGE TRADED CONCEPTS, LLC 0.01% 53,947 $723K
14 GAMMA Investing LLC 0.01% 8,135 $109K
15 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 32,347 $433K
16 True Wealth Design, LLC 0.00% 1,130 $15K
17 Leonteq Securities AG 0.00% 7,690 $103K
18 STRS OHIO 0.00% 59,000 $791K
19 Farmers & Merchants Trust Co of Chambersburg PA 0.00% 500
20 BROWN, LISLE/CUMMINGS, INC. 0.00% 535 $7K
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 57,237 $777K
22 Merit Financial Group, LLC 0.00% 14,334 $192K
23 Private Wealth Management Group, LLC 0.00% 349 $5K
24 BANQUE PICTET & CIE SA 0.00% 10,699 $143K
25 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 23,919
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 — SONOS INC (SONO)

What does the Smart Money Trend signal show for SONO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SONO 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 SONO?

Slight buying edge — 58% buying: Last quarter: 165 funds bought or added vs 119 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 SONO holders?

Strong quality — 38% AUM from major funds: 38 of 287 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SONO?

62% of holders stayed for 2+ years: 179 out of 287 hedge funds have held SONO 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.