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SHF Holdings

19 hedge funds and large institutions have $6.84M invested in SHF Holdings in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $5.27M → $6.84M (+$1.58M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.14% less ownership

Funds ownership: 1.07%0.94% (-0.14%)

5% less funds holding

Funds holding: 2019 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
3
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$3.67M +$128K +11,969 +5%
ACM
2
Atalaya Capital Management
New York
$1.2M
AC
3
Ayrton Capital
Connecticut
$931K
CCFM
4
Cohen & Co Financial Management
New York
$767K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$72.9K -$28.9K -2,699 -37%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$42.9K
VF
7
Virtu Financial
New York
$33K +$22.4K +2,091 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$31.6K
Vanguard Group
9
Vanguard Group
Pennsylvania
$30.5K +$9.72K +908 +89%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$20K
VWA
11
Visionary Wealth Advisors
Illinois
$17.4K +$11.8K +1,100 New
BRWA
12
B. Riley Wealth Advisors
Florida
$11K -$5.93K -554 -44%
TRCT
13
Tower Research Capital (TRC)
New York
$9.16K -$2.8K -262 -31%
HF
14
HRT Financial
New York
$9K +$6.46K +604 New
UBS Group
15
UBS Group
Switzerland
$1.67K +$460 +43 +69%
Morgan Stanley
16
Morgan Stanley
New York
$152
Wells Fargo
17
Wells Fargo
California
$101 -$32 -3 -33%
JP Morgan Chase
18
JP Morgan Chase
New York
$19 +$11 +1 New
SM
19
Sabby Management
Florida
-$669K -63,139 Closed
Charles Schwab
20
Charles Schwab
California
-$60.1K -5,673 Closed
Renaissance Technologies
21
Renaissance Technologies
New York
-$53K -5,035 Closed
Walleye Capital
22
Walleye Capital
New York
-$26.5K -2,500 Closed
Northern Trust
23
Northern Trust
Illinois
-$7.59K -716 Closed

SHFS Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in SHF Holdings (SHFS) for Q3 2023, worth a combined $6.84M — up 30% from $5.27M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SHFS and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.

The largest buyer was M3F Inc, adding an estimated $128K. The largest seller was Sabby Management, exiting entirely with an estimated $669K sold.

  • 19 institutional investors held SHF Holdings (SHFS) as of Q3 2023, down from 20 in Q2 2023.
  • Funds reported $6.84M of SHF Holdings stock for Q3 2023, up 30% quarter-over-quarter.
  • 4 funds opened new SHF Holdings positions in Q3 2023 and 5 closed out, a net change of -1 holder.
  • The largest SHF Holdings buyer in Q3 2023 was M3F Inc, an estimated $128K added.
  • The largest SHF Holdings seller in Q3 2023 was Sabby Management, an estimated $669K sold.

Based on aggregated 13F filings for Q3 2023.