We are live on ! Find out more
SHFS icon

SHF Holdings

20 hedge funds and large institutions have $5.27M invested in SHF Holdings in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more capital invested

Capital invested by funds: $2.8M → $5.27M (+$2.47M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more funds holding

Funds holding: 1820 (+2)

0.08% more ownership

Funds ownership: 1%1.07% (+0.08%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$2.33M +$2.23M +219,971 New
ACM
2
Atalaya Capital Management
New York
$805K
SM
3
Sabby Management
Florida
$669K +$50.2K +4,943 +8%
AC
4
Ayrton Capital
Connecticut
$624K
CCFM
5
Cohen & Co Financial Management
New York
$515K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$77.5K +$74.2K +7,309 New
Charles Schwab
7
Charles Schwab
California
$60.1K +$25.8K +2,543 +81%
Renaissance Technologies
8
Renaissance Technologies
New York
$53K +$51.1K +5,035 New
TWC
9
TD Waterhouse Canada
Ontario, Canada
$28.7K +$27.9K +2,750 New
Walleye Capital
10
Walleye Capital
New York
$26.5K -$36.4K -3,591 -59%
Corient Private Wealth
11
Corient Private Wealth
Florida
$21.2K +$20.3K +2,000 New
BRWA
12
B. Riley Wealth Advisors
Florida
$13.2K -$3.99K -393 -24%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$13K +$12.7K +1,250 New
Vanguard Group
14
Vanguard Group
Pennsylvania
$10.9K
TRCT
15
Tower Research Capital (TRC)
New York
$8.92K -$4.08K -402 -32%
Northern Trust
16
Northern Trust
Illinois
$7.59K
UBS Group
17
UBS Group
Switzerland
$661 -$467 -46 -43%
Morgan Stanley
18
Morgan Stanley
New York
$102
Wells Fargo
19
Wells Fargo
California
$98 +$41 +4 +80%
AFM
20
Anson Funds Management
Texas
-$113K -11,093 Closed
VF
21
Virtu Financial
New York
-$15K -1,395 Closed
BPA
22
Beacon Pointe Advisors
California
-$12.8K -1,250 Closed
Bank of America
23
Bank of America
North Carolina
-$8 -1 Closed

SHFS Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SHF Holdings (SHFS) for Q2 2023, worth a combined $5.27M — up 88% from $2.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SHFS positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was M3F Inc, opening a new position worth an estimated $2.23M. The largest seller was Anson Funds Management, exiting entirely with an estimated $113K sold.

  • 20 institutional investors held SHF Holdings (SHFS) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $5.27M of SHF Holdings stock for Q2 2023, up 88% quarter-over-quarter.
  • 6 funds opened new SHF Holdings positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest SHF Holdings buyer in Q2 2023 was M3F Inc, an estimated $2.23M added.
  • The largest SHF Holdings seller in Q2 2023 was Anson Funds Management, an estimated $113K sold.

Based on aggregated 13F filings for Q2 2023.