Sony Group Corporation (NYSE:SONY) is featured on the Mario Gabelli Stock Portfolio: Top 10 Stock Picks.
Sony Group Corporation (NYSE:SONY) has been a staple in the 13F portfolio of GAMCO Investors since the third quarter of 2012. Back then, this position comprised just over 50,000 shares. The fund started loading up on the stock from the third quarter of 2013 to the second quarter of 2015, growing this position to more than 31 million shares. It then started trimming this holding by a small percentage each quarter. Filings for the fourth quarter of 2025 show that the fund owns just under 5 million shares in the firm, down close to 5% compared to filings for the third quarter of 2025.
Hedge funds are bullish on Sony Group Corporation (NYSE:SONY) that operates as a diversified entertainment powerhouse with high-margin recurring revenue streams in gaming, music, and advanced sensors. Hedge funds increasingly view Sony’s music division as its crown jewel because of its high margins and predictability. As the world’s largest music publisher, Sony benefits directly from the growth of platforms like Spotify and Apple Music. Funds are also betting on the rising value of music catalogs. Sony’s aggressive acquisition of rights – like a major deal for Queen’s catalog and Michael Jackson’s estate – provides long-term IP value that institutions find highly attractive.
While we acknowledge the potential of SONY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 12 Best Stocks to Buy According to Billionaire David Abrams and 15 Best Stocks to Buy According to Billionaire Seth Klarman.
Disclosure: None. Follow Insider Monkey on Google News.