SONY GROUP CORP - SP ADR (SONY) Institutional Ownership Changes & 13F Activity
SONY GROUP CORP - SP ADR (SONY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Mackenzie Financial Corp, Mercer Global Advisors Inc, Corient Private Wealth Llc, and Compound Planning, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +306 | — | 306 | $7.83K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -29,826 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Arete Wealth Advisors, Llc | Buy | +10,252 | — | 10,252 | $262.45K | Q4 2025 | Aug 11, 2026 |
| Kerr Financial Planning Corp | Sell | -358 | -79.9% | 90 | $1.92K | Q4 2025 | Jul 01, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +473 | — | 473 | $12.11K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +1,160 | — | 1,160 | $29.70K | Q4 2025 | May 07, 2026 |
| Bravera Wealth | Buy | +182 | — | 182 | $4.66K | Q4 2025 | Apr 22, 2026 |
| Estate Planners Group, Llc | Buy | +60 | — | 60 | $1.54K | Q4 2025 | Apr 07, 2026 |
| Merited Wealth, Llc | Buy | +84 | — | 84 | $2.15K | Q4 2025 | Mar 26, 2026 |
| Hsbc Holdings Plc | Buy | +12,966 | — | 12,966 | $332.18K | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +500 | — | 500 | $12.80K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +26,190 | — | 26,190 | $671.87K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +1,305 | — | 1,305 | $33.40K | Q4 2025 | Mar 04, 2026 |
| Compass Financial Services Inc | Buy | +521 | — | 521 | $13.33K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +14,440 | — | 14,440 | $369.66K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +955 | — | 955 | $24.44K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +4,494 | — | 4,494 | $115.05K | Q4 2025 | Feb 25, 2026 |
| Bell Investment Advisors, Inc | Buy | +899 | — | 899 | $23.02K | Q4 2025 | Feb 24, 2026 |
| Virtu Financial Llc | Buy | +56,486 | — | 56,486 | $1.45M | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +4,500 | — | 4,500 | $115.20K | Q4 2025 | Feb 23, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +229 | — | 229 | $5.86K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +65 | — | 65 | $1.66K | Q4 2025 | Feb 23, 2026 |
| Dorsey Wright & Associates | Buy | +56,015 | — | 56,015 | $1.43M | Q4 2025 | Feb 20, 2026 |
| White Knight Strategic Wealth Advisors, Llc | Buy | +15,925 | — | 15,925 | $407.68K | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +291 | — | 291 | $7.45K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +298,187 | — | 298,187 | $7.63M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +116,478 | — | 116,478 | $2.98M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +2,127,229 | — | 2,127,229 | $54.46M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +474,951 | — | 474,951 | $12.19M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +317,393 | — | 317,393 | $8.13M | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about SONY activity
Which institutional owners are buying SONY?
Institutional owners buying SONY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SONY activity?
"Buy" means an investor increased their reported position in SONY compared to the prior reporting period. This reflects growing exposure to SONY GROUP CORP - SP ADR (SONY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SONY increasing?
Institutional interest in SONY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SONY Institutional Insights
- SONY Overview
- SONY 13F Institutional Holders
- SONY Superinvestors
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- SONY Insider Trading & SEC Form 4 Activity
- SONY Articles
- Top Institutional Investor Stock Rankings