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SHF Holdings
SHFS

Overview Fund Activity

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.

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
–

Top Buyers

1
MI
1
M3F Inc
Utah
$3.67M
2
VF
2
Virtu Financial
New York
$33K
3
VWA
3
Visionary Wealth Advisors
Illinois
$17.4K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.5K
5
HF
5
HRT Financial
New York
$9K

Top Sellers

1
SM
1
Sabby Management
Florida
$0
2
Charles Schwab
2
Charles Schwab
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$72.9K
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MI
1
M3F Inc
Utah
$3.67M 4,638,790 +239,370 +5%
ACM
2
Atalaya Capital Management
New York
$1.2M 1,517,924 – –
AC
3
Ayrton Capital
Connecticut
$931K 1,178,249 – –
CCFM
4
Cohen & Co Financial Management
New York
$767K 971,204 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$72.9K 92,203 -53,968 -37%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$42.9K 55,000 – –
VF
7
Virtu Financial
New York
$33K 41,824 +41,824 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$31.6K 40,000 – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$30.5K 38,659 +18,160 +89%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$20K 25,000 – –
VWA
11
Visionary Wealth Advisors
Illinois
$17.4K 22,000 +22,000 New
BRWA
12
B. Riley Wealth Advisors
Florida
$11K 13,928 -11,070 -44%
TRCT
13
Tower Research Capital (TRC)
New York
$9.16K 11,590 -5,248 -31%
HF
14
HRT Financial
New York
$9K 12,073 +12,073 New
UBS Group
15
UBS Group
Switzerland
$1.67K 2,108 +861 +69%
Morgan Stanley
16
Morgan Stanley
New York
$152 193 – –
Wells Fargo
17
Wells Fargo
California
$101 128 -56 -30%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$19 24 +24 New
SM
19
Sabby Management
Florida
– – -1,262,779 Closed
Charles Schwab
20
Charles Schwab
California
– – -113,466 Closed
Renaissance Technologies
21
Renaissance Technologies
New York
– – -100,700 Closed
Walleye Capital
22
Walleye Capital
New York
– – -50,000 Closed
Northern Trust
23
Northern Trust
Illinois
– – -14,314 Closed
FIA
24
FNY Investment Advisers
New York
$0 1,000 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –