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SHF Holdings
SHFS

Overview Fund Activity

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, 2 reducing their positions, and 3 closing their positions.

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
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
1
M3F Inc
Utah
$7.1M
2
Walleye Capital
2
Walleye Capital
New York
$483K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$191K
4
Citadel Advisors
4
Citadel Advisors
Florida
$103K
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$128K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
HF
2
HRT Financial
New York
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$14.6K
4
UBS Group
4
UBS Group
Switzerland
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31
Name Market Value Shares Shares
Change 		Shares
Change %
MI
1
M3F Inc
Utah
$7.1M 5,000,000 +361,210 +8%
ACM
2
Atalaya Capital Management
New York
$2.16M 1,517,924 – –
Walleye Capital
3
Walleye Capital
New York
$483K 340,372 +340,372 New
Renaissance Technologies
4
Renaissance Technologies
New York
$191K 134,310 +134,310 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$131K 92,203 – –
TWC
6
TD Waterhouse Canada
Ontario, Canada
$128K 100,000 +45,000 +82%
Citadel Advisors
7
Citadel Advisors
Florida
$103K 72,379 +72,379 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$82.2K 57,914 +19,255 +50%
Corient Private Wealth
9
Corient Private Wealth
Florida
$56.8K 40,000 – –
BRWA
10
B. Riley Wealth Advisors
Florida
$51.1K 35,998 +22,070 +158%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$36K 25,000 – –
Northern Trust
12
Northern Trust
Illinois
$33.1K 23,299 +23,299 New
VWA
13
Visionary Wealth Advisors
Illinois
$31.2K 22,000 – –
XT
14
XTX Topco
Cayman Islands
$29K 20,424 +20,424 New
TRCT
15
Tower Research Capital (TRC)
New York
$14.6K 10,303 -1,287 -11%
ASN
16
Advisory Services Network
Georgia
$14.2K 10,000 +10,000 New
FIA
17
FNY Investment Advisers
New York
$1K 1,000 – –
Morgan Stanley
18
Morgan Stanley
New York
$548 386 +193 +100%
Wells Fargo
19
Wells Fargo
California
$193 136 +8 +6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$31 22 -2 -8%
Bank of America
21
Bank of America
North Carolina
$14 10 +10 New
VF
22
Virtu Financial
New York
– – -41,824 Closed
HF
23
HRT Financial
New York
– – -12,073 Closed
UBS Group
24
UBS Group
Switzerland
– – -2,108 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –