We are live on ! Find out more
SHFS icon

SHF Holdings
SHFS

21 hedge funds and large institutions have $10.6M invested in SHF Holdings in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

56% more capital invested

Capital invested by funds: $6.84M → $10.6M (+$3.8M)

11% more funds holding

Funds holding: 19 → 21 (+2)

0.25% less ownership

Funds ownership: 0.94% → 0.69% (-0.25%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$294K
2
Walleye Capital
Walleye Capital
New York
+$277K
3
Renaissance Technologies
Renaissance Technologies
New York
+$109K
4
Citadel Advisors
Citadel Advisors
Florida
+$58.8K
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$36.6K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$33K
2
HF
HRT Financial
New York
-$9K
3
UBS Group
UBS Group
Switzerland
-$1.67K
4
TRCT
Tower Research Capital (TRC)
New York
-$1.06K
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$7.1M +$294K +18,060 +8%
ACM
2
Atalaya Capital Management
New York
$2.16M – – –
Walleye Capital
3
Walleye Capital
New York
$483K +$277K +17,019 New
Renaissance Technologies
4
Renaissance Technologies
New York
$191K +$109K +6,716 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$131K – – –
TWC
6
TD Waterhouse Canada
Ontario, Canada
$128K +$36.6K +2,250 +82%
Citadel Advisors
7
Citadel Advisors
Florida
$103K +$58.8K +3,619 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$82.2K +$15.7K +963 +50%
Corient Private Wealth
9
Corient Private Wealth
Florida
$56.8K – – –
BRWA
10
B. Riley Wealth Advisors
Florida
$51.1K +$17.9K +1,104 +159%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$36K – – –
Northern Trust
12
Northern Trust
Illinois
$33.1K +$18.9K +1,165 New
VWA
13
Visionary Wealth Advisors
Illinois
$31.2K – – –
XT
14
XTX Topco
Cayman Islands
$29K +$16.6K +1,021 New
TRCT
15
Tower Research Capital (TRC)
New York
$14.6K -$1.06K -65 -11%
ASN
16
Advisory Services Network
Georgia
$14.2K +$8.13K +500 New
FIA
17
FNY Investment Advisers
New York
$1K – – –
Morgan Stanley
18
Morgan Stanley
New York
$548 +$146 +9 +90%
Wells Fargo
19
Wells Fargo
California
$193 +$16 +1 +17%
JP Morgan Chase
20
JP Morgan Chase
New York
$31 – – –
Bank of America
21
Bank of America
North Carolina
$14 +$16 +1 New
VF
22
Virtu Financial
New York
– -$33K -2,091 Closed
HF
23
HRT Financial
New York
– -$9K -604 Closed
UBS Group
24
UBS Group
Switzerland
– -$1.67K -105 Closed

SHFS Hedge Fund Activity: Q4 2023 in Review

21 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SHF Holdings (SHFS) for Q4 2023, worth a combined $10.6M — up 56% from $6.84M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SHFS positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was M3F Inc, adding an estimated $294K. The largest seller was Virtu Financial, exiting entirely with an estimated $33K sold.

  • 21 institutional investors held SHF Holdings (SHFS) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $10.6M of SHF Holdings stock for Q4 2023, up 56% quarter-over-quarter.
  • 7 funds opened new SHF Holdings positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest SHF Holdings buyer in Q4 2023 was M3F Inc, an estimated $294K added.
  • The largest SHF Holdings seller in Q4 2023 was Virtu Financial, an estimated $33K sold.

Based on aggregated 13F filings for Q4 2023.