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SHF Holdings
SHFS

Overview Fund Activity

21 hedge funds and large institutions have $4.69M invested in SHF Holdings in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOCH
1
Blue Owl Capital Holdings
New York
$835K
2
SIC
2
SJS Investment Consulting
Ohio
$125K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$133K
4
MI
4
M3F Inc
Utah
$3.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$28.3K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$15.8K
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
VF
3
Virtu Financial
New York
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$4.06K
5
TSS
5
Two Sigma Securities
New York
$6.76K
Name Market Value Shares Shares
Change 		Shares
Change %
MI
1
M3F Inc
Utah
$3.06M 5,533,478 +28,596 +0.5%
BOCH
2
Blue Owl Capital Holdings
New York
$835K 1,517,924 +1,517,924 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$305K 551,394 – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$133K 240,562 +48,144 +25%
SIC
5
SJS Investment Consulting
Ohio
$125K 226,260 +226,260 New
ISL
6
Ingalls & Snyder LLC
New York
$59K 106,206 – –
TWC
7
TD Waterhouse Canada
Ontario, Canada
$49K 100,000 – –
Citadel Advisors
8
Citadel Advisors
Florida
$28.3K 51,212 +13,258 +35%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.8K 28,585 -47,070 -62%
VWA
10
Visionary Wealth Advisors
Illinois
$14.4K 26,000 – –
TIM
11
Tortoise Investment Management
New York
$14.2K 25,625 – –
BRWA
12
B. Riley Wealth Advisors
Florida
$12.5K 23,499 – –
Northern Trust
13
Northern Trust
Illinois
$10.5K 18,913 – –
ASN
14
Advisory Services Network
Georgia
$8.04K 15,000 – –
TSS
15
Two Sigma Securities
New York
$6.76K 12,223 -2,577 -17%
TRCT
16
Tower Research Capital (TRC)
New York
$4.06K 7,339 -8,399 -53%
UBS Group
17
UBS Group
Switzerland
$3.4K 6,142 +6,142 New
Bank of America
18
Bank of America
North Carolina
$131 236 +17 +8%
Morgan Stanley
19
Morgan Stanley
New York
$107 193 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$37 67 -1 -1%
Corient Private Wealth
21
Corient Private Wealth
Florida
– – -40,000 Closed
VF
22
Virtu Financial
New York
– – -15,949 Closed
GLR
23
Great Lakes Retirement
Ohio
– – -600 Closed
FIA
24
FNY Investment Advisers
New York
$0 1,000 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –