Vault-13

SONY GROUP CORP SONY

SPONSORED ADR · ADR · CUSIP 835699307 · ISIN US8356993076

Japanese multinational conglomerate corporation

750 institutional holders +29 vs Q4 2024
470,667,331470.7m shares reported held*
$12.1bnreported value*
100 new 213 added 281 reduced 65 sold out net bought ≈ $200.7m (+8.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($16.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.68. Options: 15 managers hold calls ($82.8m notional), 17 hold puts ($82.1m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 531Q4 22: 580Q1 23: 607Q2 23: 631Q3 23: 618Q4 23: 657Q1 24: 650Q2 24: 652Q3 24: 660Q4 24: 721Q1 25: 750750Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022531
Q4 2022580
Q1 2023607
Q2 2023631
Q3 2023618
Q4 2023657
Q1 2024650
Q2 2024652
Q3 2024660
Q4 2024721
Q1 2025750

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 301 bought or addedQ2 23: 246 cut or sold outQ3 23: 272 bought or addedQ3 23: 266 cut or sold outQ3 23Q4 23: 303 bought or addedQ4 23: 256 cut or sold outQ1 24: 286 bought or addedQ1 24: 304 cut or sold outQ1 24Q2 24: 273 bought or addedQ2 24: 302 cut or sold outQ3 24: 327 bought or addedQ3 24: 254 cut or sold outQ3 24Q4 24: 326 bought or addedQ4 24: 289 cut or sold outQ1 25: 313 bought or addedQ1 25: 346 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023301246
Q3 2023272266
Q4 2023303256
Q1 2024286304
Q2 2024273302
Q3 2024327254
Q4 2024326289
Q1 2025313346

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ2 24 calls: $225.8mQ2 24 puts: $147.9mQ2 24P/C 0.66Q3 24 calls: $189.1mQ3 24 puts: $197.2mQ3 24P/C 1.04Q4 24 calls: $158.2mQ4 24 puts: $148.2mQ4 24P/C 0.94Q1 25 calls: $82.8mQ1 25 puts: $82.1mQ1 25P/C 0.99
Numbers
QuarterCallsPutsP/C
Q2 2024$225.8m$147.9m0.66
Q3 2024$189.1m$197.2m1.04
Q4 2024$158.2m$148.2m0.94
Q1 2025$82.8m$82.1m0.99

Biggest buyers

Fisher Asset Management, LLC Added +40,177,432+40.2m
WELLINGTON MANAGEMENT GROUP LLP New +3,107,718+3.1m
1832 Asset Management L.P. Added +1,154,010+1.2m
AMERIPRISE FINANCIAL INC Added +1,142,849+1.1m
Balyasny Asset Management L.P. New +994,357+994.4k
Capital World Investors Added +977,492+977.5k
TODD ASSET MANAGEMENT LLC Added +563,802+563.8k
Cerity Partners LLC Added +400,740+400.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +382,833+382.8k
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Added +353,700+353.7k

Biggest sellers

PRIMECAP MANAGEMENT CO/CA/ Reduced -8,036,380-8.0m
BANK OF AMERICA CORP /DE/ Reduced -6,336,545-6.3m
BlackRock, Inc. Reduced -4,768,917-4.8m
Thrivent Financial for Lutherans Reduced -3,052,658-3.1m
Aristotle Capital Management, LLC Reduced -2,540,115-2.5m
MILLENNIUM MANAGEMENT LLC Reduced -2,415,513-2.4m
CITADEL ADVISORS LLC Sold out -1,410,856-1.4m
JANE STREET GROUP, LLC Reduced -1,200,315-1.2m
UBS Group AG Reduced -1,135,917-1.1m
MARSHALL WACE, LLP Reduced -1,002,304-1.0m

Biggest calls

IMC-Chicago, LLC Reduced $11.9m467.8k shares
CITADEL ADVISORS LLC Reduced $11.9m466.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $11.0m432.3k shares
PEAK6 LLC Added $10.9m428.5k shares
JANE STREET GROUP, LLC Reduced $9.9m388.7k shares
SIMPLEX TRADING, LLC Reduced $9.6m376.6k shares
Twin Tree Management, LP Reduced $5.6m220.8k shares
WOLVERINE TRADING, LLC New $3.5m138.1k shares
GROUP ONE TRADING LLC Reduced $3.4m132.5k shares
Walleye Capital LLC Added $2.9m115.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $15.8m622.7k shares
Twin Tree Management, LP Reduced $15.1m594.5k shares
CITADEL ADVISORS LLC Reduced $10.9m429.5k shares
MILLENNIUM MANAGEMENT LLC Added $7.4m289.6k shares
UBS Group AG Reduced $5.1m200.0k shares
Walleye Trading LLC Reduced $4.7m184.4k shares
IMC-Chicago, LLC Reduced $4.6m181.9k shares
SIMPLEX TRADING, LLC Reduced $3.7m147.0k shares
GROUP ONE TRADING LLC Added $3.1m121.0k shares
JANE STREET GROUP, LLC Reduced $2.8m111.5k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRIMECAP MANAGEMENT CO/CA/ 1.97% of their portfolio PASADENA, CA 93,959,47594.0m $2.4bn $2.4bn 1.97% Reduced -8.0m -8,036,380
2 Fisher Asset Management, LLC 0.94% of their portfolio PLANO, TX 85,597,52485.6m $2.2bn $2.2bn 0.94% Added +40.2m +40,177,432
3 Aristotle Capital Management, LLC 2.54% of their portfolio LOS ANGELES, CA 50,231,76750.2m $1.3bn $1.3bn 2.54% Reduced -2.5m -2,540,115
4 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 21,664,76221.7m $550.1m $550.1m 0.04% Reduced -301.8k -301,819
5 BlackRock, Inc. 0.01% of their portfolio New York, NY 18,661,42518.7m $473.8m $473.8m 0.01% Reduced -4.8m -4,768,917
6 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 17,468,42517.5m $443.5m $443.5m 0.04% Reduced -6.3m -6,336,545
7 Mondrian Investment Partners LTD 4.21% of their portfolio LONDON, X0 9,854,9639.9m $246.4m $246.4m 4.21% Reduced -283.2k -283,156
8 FIDUCIARY MANAGEMENT INC /WI/ 2.42% of their portfolio MILWAUKEE, WI 9,853,0559.9m $250.2m $250.2m 2.42% Reduced -467.4k -467,443
9 Harding Loevner LP 1.91% of their portfolio Bridgewater, NJ 9,830,1629.8m $249.6m $249.6m 1.91% Reduced -305.0k -305,016
10 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 7,845,5217.8m $199.2m $199.2m 0.03% Added +257.8k +257,838
11 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 7,371,4677.4m $187.2m $187.2m 0.04% Reduced -333.2k -333,182
12 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 6,342,0236.3m $161.0m $161.0m 0.05% Reduced -799.7k -799,694
13 GABELLI FUNDS LLC 1.20% of their portfolio Rye, NY 6,222,6806.2m $158.0m $158.0m 1.20% Reduced -146.9k -146,901
14 GAMCO INVESTORS, INC. ET AL 1.69% of their portfolio GREENWICH, CT 6,055,2926.1m $153.7m $153.7m 1.69% Reduced -268.9k -268,882
15 FMR LLC 0.01% of their portfolio BOSTON, MA 5,816,9875.8m $147.7m $147.7m 0.01% Added +205.2k +205,229
16 Clearbridge Investments, LLC 0.13% of their portfolio NEW YORK, NY 5,810,3945.8m $147.5m $147.5m 0.13% Reduced -119.5k -119,530
17 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 5,251,5875.3m $133.3m $133.3m 0.03% Reduced -544.6k -544,623
18 Capital World Investors 0.02% of their portfolio LOS ANGELES, CA 4,965,0235.0m $126.0m $126.0m 0.02% Added +977.5k +977,492
19 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 3,107,7183.1m $78.9m $78.9m 0.02% New
20 SEI INVESTMENTS CO 0.10% of their portfolio OAKS, PA 2,980,2583.0m $75.7m $75.7m 0.10% Reduced -265.3k -265,329
21 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,734,3182.7m $69.4m $69.4m 0.02% Reduced -31.0k -31,025
22 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,682,3122.7m $68.1m $68.1m 0.02% Reduced -211.3k -211,344
23 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,060,7052.1m $52.8m $52.8m 0.01% Added +1.1m +1,142,849
24 NATIXIS ADVISORS, LLC 0.10% of their portfolio Boston, MA 2,058,3982.1m $52.3m $52.3m 0.10% Reduced -148.5k -148,514
25 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,753,1731.8m $44.5m $44.5m 0.02% Added +6.3k +6,297
26 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,683,2261.7m $42.7m $42.7m 0.04% Added +92.4k +92,399
27 CIBC Private Wealth Group LLC 0.07% of their portfolio ATLANTA, GA 1,622,7171.6m $34.6m $34.6m 0.07% Added +92.5k +92,482
28 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 1,615,7031.6m $41.0m $41.0m 0.03% Added +123.6k +123,641
29 Minneapolis Portfolio Management Group, LLC 5.65% of their portfolio Wayzata, MN 1,601,0191.6m $40.6m $40.6m 5.65% Reduced -32.0k -31,968
30 Cardinal Capital Management, Inc. 1.38% of their portfolio WINNIPEG, A2 1,595,8101.6m $40.5m $40.5m 1.38% Reduced -10.3k -10,350
31 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 1,586,0651.6m $40.3m $40.3m 0.03% Reduced -199.9k -199,921
32 TODD ASSET MANAGEMENT LLC 0.91% of their portfolio Louisville, KY 1,515,8991.5m $38.5m $38.5m 0.91% Added +563.8k +563,802
33 LMR Partners LLP 0.75% of their portfolio LONDON, X0 1,463,0081.5m $37.1m $37.1m 0.75% Reduced -656.8k -656,752
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,383,0591.4m $35.1m $35.1m 0.00% Added +39.6k +39,638
35 1832 Asset Management L.P. 0.06% of their portfolio TORONTO, A6 1,318,2991.3m $33.5m $33.5m 0.06% Added +1.2m +1,154,010
36 Pictet North America Advisors SA 3.34% of their portfolio GENEVA 73, V8 1,315,5371.3m $33.4m $33.4m 3.34% Added +258.1k +258,133
37 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 1,297,0281.3m $32.9m $32.9m 0.03% Reduced -2.4m -2,415,513
38 Martin Investment Management, LLC 7.08% of their portfolio PALM BEACH GARDENS, FL 1,105,0451.1m $28.1m $28.1m 7.08% Added +33.4k +33,420
39 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,088,0151.1m $27.6m $27.6m 0.01% Reduced -1.1m -1,135,917
40 Foresight Global Investors, Inc. 18.65% of their portfolio PURCHASE, NY 1,044,6271.0m $26.5m $26.5m 18.65% Reduced -74.5k -74,538
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,007,2711.0m $25.6m $25.6m 0.00% Reduced -179.7k -179,700
42 Alberta Investment Management Corp 0.17% of their portfolio EDMONTON, A0 1,000,0001.0m $25.4m $25.4m 0.17% Unchanged
43 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 994,357994.4k $25.2m $25.2m 0.06% New
44 CAMBIAR INVESTORS LLC 1.06% of their portfolio Denver, CO 987,378987.4k $25.1m $25.1m 1.06% Reduced -71.9k -71,863
45 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 959,627959.6k $24.4m $24.4m 0.03% Reduced -127.7k -127,666
46 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.21% of their portfolio FRANKFORT, KY 936,100936.1k $23.8m $23.8m 0.21% Added +353.7k +353,700
47 CABOT WEALTH MANAGEMENT INC 2.74% of their portfolio BEVERLY, MA 848,626848.6k $21.5m $21.5m 2.74% Reduced -4.3k -4,287
48 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 727,729727.7k $18.5m $18.5m 0.01% Reduced -17.7k -17,745
49 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 726,743726.7k $18.5m $18.5m 0.01% Reduced -76.1k -76,082
50 Arnhold LLC 1.84% of their portfolio New York, NY 718,430718.4k $18.2m $18.2m 1.84% Unchanged
51 Nixon Capital, LLC 6.05% of their portfolio Austin, TX 689,073689.1k $17.5m $17.5m 6.05% Reduced -393.6k -393,577
52 SouthState Bank Corp 0.79% of their portfolio Winter Haven, FL 679,607679.6k $17.3m $17.3m 0.79% Reduced -14.7k -14,654
53 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 662,158662.2k $16.8m $16.8m 0.03% Added +400.7k +400,740
54 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 661,403661.4k $16.8m $16.8m 0.02% Reduced -408 -408
55 THORNBURG INVESTMENT MANAGEMENT INC 0.23% of their portfolio SANTA FE, NM 651,408651.4k $165.4m $165.4m 0.23% Reduced -313.1k -313,149
56 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.13% of their portfolio Stamford, CT 650,258650.3k $16.5m $16.5m 0.13% Added +163.0k +163,004
57 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 650,189650.2k $16.5m $16.5m 0.00% Reduced -155.6k -155,623
58 LATHROP INVESTMENT MANAGEMENT CO 3.27% of their portfolio LITTLE ROCK, AR 648,202648.2k $16.5m $16.5m 3.27% Added +8.4k +8,428
59 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.26% of their portfolio New York, NY 631,100631.1k $16.0m $16.0m 0.26% Reduced -103.3k -103,267
60 Orion Portfolio Solutions, LLC 0.07% of their portfolio Omaha, NE 607,886607.9k $14.1m $14.1m 0.07% Added +289.4k +289,402
61 CLARK ESTATES INC/NY 3.23% of their portfolio NEW YORK, NY 600,000600.0k $15.2m $15.2m 3.23% Reduced -100.0k -100,000
62 Quantinno Capital Management LP 0.10% of their portfolio NEW YORK, NY 599,906599.9k $15.2m $15.2m 0.10% Added +95.9k +95,945
63 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 596,242596.2k $15.1m $15.1m 0.01% Reduced -133.9k -133,866
64 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 562,803562.8k $14.3m $14.3m 0.00% Added +81.7k +81,673
65 CapWealth Advisors, LLC 1.54% of their portfolio FRANKLIN, TN 559,430559.4k $14.2m $14.2m 1.54% Added +36.8k +36,755
66 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 552,963553.0k $14.0m $14.0m 0.01% Reduced -11.4k -11,395
67 NORGES BANK 0.00% of their portfolio OSLO, Q8 538,250538.2k $13.7m $13.7m 0.00% Unchanged
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 535,717535.7k $13.6m $13.6m 0.02% Added +382.8k +382,833
69 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 535,526535.5k $13.6m $13.6m 0.02% Reduced -5.5k -5,474
70 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 533,155533.2k $13.5m $13.5m 0.04% Reduced -15.9k -15,883
71 Crossmark Global Holdings, Inc. 0.24% of their portfolio HOUSTON, TX 530,052530.1k $13.5m $13.5m 0.24% Added +1.1k +1,064
72 Theleme Partners LLP 1.05% of their portfolio London, X0 525,000525.0k $13.3m $13.3m 1.05% Reduced -400.0k -400,000
73 Henry James International Management Inc. 4.55% of their portfolio NEW YORK, NY 523,159523.2k $13.3m $13.3m 4.55% Reduced -16 -16
74 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 518,949518.9k $13.2m $13.2m 0.03% Reduced -78.1k -78,060
75 QRG CAPITAL MANAGEMENT, INC. 0.13% of their portfolio BERWYN, PA 497,818497.8k $12.6m $12.6m 0.13% Added +66.7k +66,680
76 Rock Point Advisors, LLC 3.86% of their portfolio BURLINGTON, VT 493,185493.2k $12.5m $12.5m 3.86% Reduced -132.1k -132,080
77 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 491,819491.8k $12.5m $12.5m 0.02% Reduced -1.0m -1,002,304
78 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 481,381481.4k $12.2m $12.2m 0.02% Reduced -624.5k -624,524
79 Handelsbanken Fonder AB 0.05% of their portfolio STOCKHOLM, V7 480,000480.0k $12.2m $12.2m 0.05% Reduced -140.0k -140,000
80 Ethic Inc. 0.24% of their portfolio NEW YORK, NY 462,161462.2k $11.6m $11.6m 0.24% Reduced -9.5k -9,536
81 OPPENHEIMER ASSET MANAGEMENT INC. 0.14% of their portfolio NEW YORK, NY 455,264455.3k $11.6m $11.6m 0.14% Reduced -28.9k -28,873
82 Live Oak Private Wealth LLC 1.85% of their portfolio WILMINGTON, NC 449,122449.1k $11.4m $11.4m 1.85% Added +46.4k +46,378
83 Cullen/Frost Bankers, Inc. 0.15% of their portfolio San Antonio, TX 435,539435.5k $11.1m $11.1m 0.15% Reduced -17.4k -17,420
84 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 432,909432.9k $11.0m $11.0m 0.02% Reduced -171.4k -171,405
85 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 378,282378.3k $9.6m $9.6m 0.02% Reduced -48.5k -48,472
86 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio NEW YORK, NY 367,835367.8k $9.3m $9.3m 0.07% Reduced -116.1k -116,082
87 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 359,083359.1k $9.1m $9.1m 0.02% Reduced -1.2m -1,200,315
88 Walleye Capital LLC 0.10% of their portfolio NEW YORK, NY 350,044350.0k $8.9m $8.9m 0.10% Reduced -270.4k -270,414
89 CAPITAL FUND MANAGEMENT S.A. 0.11% of their portfolio PARIS, I0 346,903346.9k $8.8m $8.8m 0.11% Reduced -573.0k -573,028
90 TOWNSQUARE CAPITAL LLC 0.09% of their portfolio Lehi, UT 346,324346.3k $8.8m $8.8m 0.09% Added +3.1k +3,148
91 SCOTIA CAPITAL INC. 0.05% of their portfolio TORONTO, A6 342,100342.1k $8.7m $8.7m 0.05% Reduced -57.8k -57,837
92 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 341,378341.4k $8.7m $8.7m 0.01% Added +155.9k +155,862
93 Mariner, LLC 0.01% of their portfolio Overland Park, KS 338,674338.7k $8.6m $8.6m 0.01% Reduced -4.5k -4,464
94 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 338,334338.3k $8.6m $8.6m 0.03% Reduced -7.8k -7,843
95 ABN AMRO INVESTMENT SOLUTIONS 0.18% of their portfolio PARIS CEDEX 008, I0 335,900335.9k $8.5m $8.5m 0.18% Reduced -27.5k -27,500
96 Markel Group Inc. 0.08% of their portfolio Glen Allen, VA 335,000335.0k $8.5m $8.5m 0.08% Unchanged
97 Vanguard Personalized Indexing Management, LLC 0.12% of their portfolio OAKLAND, CA 330,035330.0k $8.4m $8.4m 0.12% Added +41.0k +40,991
98 Aperture Investors, LLC 1.27% of their portfolio New York, NY 328,755328.8k $8.3m $8.3m 1.27% Unchanged
99 Boston Common Asset Management, LLC 0.25% of their portfolio BOSTON, MA 326,389326.4k $8.3m $8.3m 0.25% Added +97.4k +97,428
100 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 324,389324.4k $8.2m $8.2m 0.03% Reduced -56.0k -56,029