Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sony Group Corp (SONY)

725 + 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
↓ -82
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — SONY

Based on 733 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SONY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
733 funds currently hold this stock — 90% of the 3.0-year high of 815 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 (+2 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

339 buying439 selling
Last quarter: 439 funds reduced or exited vs 339 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.
⚠️

Fewer new buyers each quarter (-43 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 101 → 121 → 122 → 79. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
455 out of 733 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.
💎

Buying through price weakness — shares +1%, value -20%

Value
-20%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~79 new funds/quarter

110 → 101 → 121 → 122 → 79 new funds/Q
New funds entering each quarter: 101 → 121 → 122 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 755 holders: 500 (66%) are 2+ year veterans, 98 entered 1–2 years ago, and 157 (21%) 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
50 of 731 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 339 hedge funds were net buyers of SONY (79 opened a new position, 260 added to an existing one), while 439 reduced or exited (278 trimmed, 161 sold completely) — a 44% 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: -82 funds (more exits than new entries). Total institutional holders: 733.

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.

Is It Too Late to Buy Sony Group Corp (SONY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SONY has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SONY
-0.8%
XLK
+39.1%

SONY outperformed XLK by -39.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SONY
-8.0%
XLK
+4.8%

Since the filing became public, SONY outperformed XLK by -12.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: SONY
725 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 725 815 -11.04%
13F Shares 467M 463M 0.87%
Total Value $9.44B $11.86B -20.4%
New Positions 75 122 -47
Increased Positions 254 302 -48
Closed Positions 165 91 +74
Reduced Positions 272 239 +33
Total Calls 13 14 -7.14%
Total Puts 11 10 10.0%
PUT/CALL Ratio 0.85 0.71 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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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

725 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Martin Investment Management, LLC 5.52% 891,165 $18.4M
2 Foresight Global Investors, Inc. 5.47% 407,011 $8.4M
3 Mondrian Investment Partners LTD 3.76% 11,975,861 $251.5M
4 Clark Estates Inc/Ny 3.44% 691,600 $14.3M
5 Pictet North America Advisors SA 3.26% 1,584,630 $32.8M
6 Rock Point Advisors, LLC 2.89% 515,468 $10.7M
7 Bcwm, LLC 2.87% 489,017 $10.1M
8 American Trust Investment Advisors, LLC 2.61% 228,102 $4.7M
9 Humankind Investments LLC 2.39% 202,195 $4.2M
10 Henry James International Management Inc. 2.29% 306,881 $6.4M
11 Cabot Wealth Management Inc 1.98% 830,909 $17.2M
12 Aristotle Capital Management, LLC 1.90% 43,937,137 $909.5M
13 Barden Capital Management, Inc. 1.62% 91,672 $1.9M
14 Delta Capital Management LLC 1.61% 141,290 $2.9M
15 Blue Square Asset Management, LLC 1.52% 154,754 $3.2M
16 Figure 8 Investment Strategies LLC 1.45% 71,856 $1.5M
17 Inlet Private Wealth, LLC 1.43% 270,424 $5.6M
18 Harding Loevner LP 1.41% 6,636,707 $137.4M
19 O'Brien Greene & Co. Inc 1.38% 235,162 $4.9M
20 Live Oak Private Wealth LLC 1.31% 454,318 $9.4M
21 Arnhold LLC 1.27% 837,356 $17.3M
22 Klein Pavlis & Peasley Financial, INC. 1.21% 106,101 $2.2M
23 Sunstone Asset Management, L.P. 1.21% 49,626 $1.0M
24 Ravenswood Partners LP 1.08% 140,843 $2.9M
25 Penbrook Management LLC 1.07% 68,500 $1.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SONY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SONY?

More sellers than buyers — 44% buying: Last quarter: 439 funds reduced or exited vs 339 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: 50 of 731 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?

62% of holders stayed for 2+ years: 455 out of 733 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.

Is it too late to buy Sony Group Corp (SONY) following the 2026 Q1 hedge fund 13F filings?

As of today, SONY has moved -8.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -12.8%. Since the quarter end (March 31, 2026), SONY has gained -0.8% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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