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SHF Holdings

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

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

5% more capital invested

Capital invested by funds: $4.45M → $4.69M (+$241K)

0.02% more ownership

Funds ownership: 0.75%0.77% (+0.02%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5% less funds holding

Funds holding: 2221 (-1)

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
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$3.06M +$17.3K +1,430 +0.5%
BOCH
2
Blue Owl Capital Holdings
New York
$835K +$920K +75,896 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$305K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$133K +$29.2K +2,407 +25%
SIC
5
SJS Investment Consulting
Ohio
$125K +$137K +11,313 New
ISL
6
Ingalls & Snyder LLC
New York
$59K
TWC
7
TD Waterhouse Canada
Ontario, Canada
$49K
Citadel Advisors
8
Citadel Advisors
Florida
$28.3K +$8.04K +663 +35%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.8K -$28.5K -2,354 -62%
VWA
10
Visionary Wealth Advisors
Illinois
$14.4K
TIM
11
Tortoise Investment Management
New York
$14.2K
BRWA
12
B. Riley Wealth Advisors
Florida
$12.5K
Northern Trust
13
Northern Trust
Illinois
$10.5K
ASN
14
Advisory Services Network
Georgia
$8.04K
TSS
15
Two Sigma Securities
New York
$6.76K -$1.56K -129 -17%
TRCT
16
Tower Research Capital (TRC)
New York
$4.06K -$5.09K -420 -53%
UBS Group
17
UBS Group
Switzerland
$3.4K +$3.72K +307 New
Bank of America
18
Bank of America
North Carolina
$131 +$12 +1 +9%
Morgan Stanley
19
Morgan Stanley
New York
$107
JP Morgan Chase
20
JP Morgan Chase
New York
$37
Corient Private Wealth
21
Corient Private Wealth
Florida
-$21.4K -2,000 Closed
VF
22
Virtu Financial
New York
-$9K -797 Closed
GLR
23
Great Lakes Retirement
Ohio
-$322 -30 Closed

SHFS Hedge Fund Activity: Q3 2024 in Review

21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in SHF Holdings (SHFS) for Q3 2024, worth a combined $4.69M — up 5.4% from $4.45M a quarter earlier.

Fund positioning in SHFS was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 3 trimmed.

The largest buyer was Blue Owl Capital Holdings, opening a new position worth an estimated $920K. The largest seller was Renaissance Technologies, cutting an estimated $28.5K.

  • 21 institutional investors held SHF Holdings (SHFS) as of Q3 2024, down from 22 in Q2 2024.
  • Funds reported $4.69M of SHF Holdings stock for Q3 2024, up 5.4% quarter-over-quarter.
  • 3 funds opened new SHF Holdings positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest SHF Holdings buyer in Q3 2024 was Blue Owl Capital Holdings, an estimated $920K added.
  • The largest SHF Holdings seller in Q3 2024 was Renaissance Technologies, an estimated $28.5K sold.

Based on aggregated 13F filings for Q3 2024.