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SHF Holdings

22 hedge funds and large institutions have $4.45M invested in SHF Holdings in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more funds holding

Funds holding: 2022 (+2)

0.01% less ownership

Funds ownership: 0.76%0.75% (-0.01%)

44% less capital invested

Capital invested by funds: $7.93M → $4.45M (-$3.49M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$2.95M +$117K +8,045 +3%
ACM
2
Atalaya Capital Management
New York
$820K
Vanguard Group
3
Vanguard Group
Pennsylvania
$295K +$145 +10 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$103K +$44.9K +3,099 +48%
ISL
5
Ingalls & Snyder LLC
New York
$57K -$65.5K -4,516 -46%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$53K
Renaissance Technologies
7
Renaissance Technologies
New York
$40.5K -$54.9K -3,787 -50%
Corient Private Wealth
8
Corient Private Wealth
Florida
$21.4K
Citadel Advisors
9
Citadel Advisors
Florida
$20.3K -$39.9K -2,755 -59%
VWA
10
Visionary Wealth Advisors
Illinois
$13.9K
TIM
11
Tortoise Investment Management
New York
$13.7K +$13.6K +937 +272%
BRWA
12
B. Riley Wealth Advisors
Florida
$12.6K +$6.94K +479 +69%
Northern Trust
13
Northern Trust
Illinois
$10.1K
VF
14
Virtu Financial
New York
$9K +$2.9K +200 +34%
TRCT
15
Tower Research Capital (TRC)
New York
$8.44K +$5.35K +369 +88%
ASN
16
Advisory Services Network
Georgia
$8.04K +$10.9K +750 New
TSS
17
Two Sigma Securities
New York
$7.93K +$10.7K +740 New
GLR
18
Great Lakes Retirement
Ohio
$322 +$435 +30 New
Bank of America
19
Bank of America
North Carolina
$117 +$159 +11 New
Morgan Stanley
20
Morgan Stanley
New York
$103
JP Morgan Chase
21
JP Morgan Chase
New York
$36
XT
22
XTX Topco
Cayman Islands
-$20.2K -1,045 Closed
Wells Fargo
23
Wells Fargo
California
-$133 -7 Closed

SHFS Hedge Fund Activity: Q2 2024 in Review

22 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SHF Holdings (SHFS) for Q2 2024, worth a combined $4.45M — down 44% from $7.93M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SHFS positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was M3F Inc, adding an estimated $117K. The largest seller was Ingalls & Snyder LLC, cutting an estimated $65.5K.

  • 22 institutional investors held SHF Holdings (SHFS) as of Q2 2024, up from 20 in Q1 2024.
  • Funds reported $4.45M of SHF Holdings stock for Q2 2024, down 44% quarter-over-quarter.
  • 4 funds opened new SHF Holdings positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest SHF Holdings buyer in Q2 2024 was M3F Inc, an estimated $117K added.
  • The largest SHF Holdings seller in Q2 2024 was Ingalls & Snyder LLC, an estimated $65.5K sold.

Based on aggregated 13F filings for Q2 2024.