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SHF Holdings

20 hedge funds and large institutions have $7.93M invested in SHF Holdings in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0.07% more ownership

Funds ownership: 0.69%0.76% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 2120 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less capital invested

Capital invested by funds: $10.6M → $7.93M (-$2.71M)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
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
$5.16M +$359K +17,199 +7%
ACM
2
Atalaya Capital Management
New York
$1.46M
Vanguard Group
3
Vanguard Group
Pennsylvania
$532K +$514K +24,664 +852%
ISL
4
Ingalls & Snyder LLC
New York
$190K +$205K +9,826 New
Renaissance Technologies
5
Renaissance Technologies
New York
$146K +$17.8K +854 +13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$126K +$39.9K +1,912 +41%
TWC
7
TD Waterhouse Canada
Ontario, Canada
$95K
Citadel Advisors
8
Citadel Advisors
Florida
$89.8K +$21.6K +1,034 +29%
Corient Private Wealth
9
Corient Private Wealth
Florida
$38.6K
VWA
10
Visionary Wealth Advisors
Illinois
$25.1K +$4.17K +200 +18%
XT
11
XTX Topco
Cayman Islands
$20.2K +$500 +24 +2%
Northern Trust
12
Northern Trust
Illinois
$18.3K -$4.57K -219 -19%
VF
13
Virtu Financial
New York
$12K +$12.4K +597 New
BRWA
14
B. Riley Wealth Advisors
Florida
$11K -$23K -1,104 -61%
TRCT
15
Tower Research Capital (TRC)
New York
$8.07K -$2.02K -97 -19%
TIM
16
Tortoise Investment Management
New York
$6.63K +$7.17K +344 New
Morgan Stanley
17
Morgan Stanley
New York
$186 -$188 -9 -47%
Wells Fargo
18
Wells Fargo
California
$133
JP Morgan Chase
19
JP Morgan Chase
New York
$59 +$42 +2 +200%
Walleye Capital
20
Walleye Capital
New York
-$483K -17,019 Closed
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
-$36K -1,250 Closed
ASN
22
Advisory Services Network
Georgia
-$14.2K -500 Closed
Bank of America
23
Bank of America
North Carolina
-$14 -1 Closed

SHFS Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SHF Holdings (SHFS) for Q1 2024, worth a combined $7.93M — down 25% from $10.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SHFS and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was Vanguard Group, adding an estimated $514K. The largest seller was Walleye Capital, exiting entirely with an estimated $483K sold.

  • 20 institutional investors held SHF Holdings (SHFS) as of Q1 2024, down from 21 in Q4 2023.
  • Funds reported $7.93M of SHF Holdings stock for Q1 2024, down 25% quarter-over-quarter.
  • 3 funds opened new SHF Holdings positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest SHF Holdings buyer in Q1 2024 was Vanguard Group, an estimated $514K added.
  • The largest SHF Holdings seller in Q1 2024 was Walleye Capital, an estimated $483K sold.

Based on aggregated 13F filings for Q1 2024.