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SHF Holdings
SHFS

25 hedge funds and large institutions have $4.08M invested in SHF Holdings in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19% more funds holding

Funds holding: 21 → 25 (+4)

0.05% more ownership

Funds ownership: 0.77% → 0.81% (+0.05%)

13% less capital invested

Capital invested by funds: $4.69M → $4.08M (-$611K)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$89.9K
2
Renaissance Technologies
Renaissance Technologies
New York
+$50.1K
3
Citadel Advisors
Citadel Advisors
Florida
+$33.9K
4
SG
StoneX Group
New York
+$23.9K
5
XT
XTX Topco
Cayman Islands
+$9.91K

Top Sellers

Rank Fund Capital Flow
1
TIM
Tortoise Investment Management
New York
-$14.2K
2
ASN
Advisory Services Network
Georgia
-$8.04K
3
TSS
Two Sigma Securities
New York
-$6.76K
4
VWA
Visionary Wealth Advisors
Illinois
-$840
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$2.5M +$6.81K +811 +0.3%
BOCH
2
Blue Owl Capital Holdings
New York
$683K – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$248K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$108K – – –
SIC
5
SJS Investment Consulting
Ohio
$102K – – –
Mariner
6
Mariner
Kansas
$96.4K +$89.9K +10,709 New
Renaissance Technologies
7
Renaissance Technologies
New York
$66.6K +$50.1K +5,968 +418%
Citadel Advisors
8
Citadel Advisors
Florida
$59.4K +$33.9K +4,036 +158%
ISL
9
Ingalls & Snyder LLC
New York
$48K – – –
TWC
10
TD Waterhouse Canada
Ontario, Canada
$45K – – –
SG
11
StoneX Group
New York
$25.6K +$23.9K +2,847 New
BRWA
12
B. Riley Wealth Advisors
Florida
$14.2K +$3.37K +401 +34%
UBS Group
13
UBS Group
Switzerland
$11.6K +$8.27K +985 +321%
VWA
14
Visionary Wealth Advisors
Illinois
$10.8K -$840 -100 -8%
RC
15
Rangeley Capital
Connecticut
$10.8K +$10.1K +1,200 New
XT
16
XTX Topco
Cayman Islands
$10.6K +$9.91K +1,180 New
Northern Trust
17
Northern Trust
Illinois
$8.52K – – –
HF
18
HRT Financial
New York
$8K +$7.92K +943 New
TRCT
19
Tower Research Capital (TRC)
New York
$7.02K +$3.47K +413 +113%
VF
20
Virtu Financial
New York
$7K +$6.39K +761 New
IWM
21
Inlight Wealth Management
Georgia
$4.68K +$4.37K +520 New
Bank of America
22
Bank of America
North Carolina
$106 – – –
Morgan Stanley
23
Morgan Stanley
New York
$87 – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$29 – – –
SS
25
SBI Securities
Japan
$1 – – –
1
2

SHFS Hedge Fund Activity: Q4 2024 in Review

25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SHF Holdings (SHFS) for Q4 2024, worth a combined $4.08M — down 13% from $4.69M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SHFS positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $89.9K. The largest seller was Tortoise Investment Management, exiting entirely with an estimated $14.2K sold.

  • 25 institutional investors held SHF Holdings (SHFS) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $4.08M of SHF Holdings stock for Q4 2024, down 13% quarter-over-quarter.
  • 7 funds opened new SHF Holdings positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest SHF Holdings buyer in Q4 2024 was Mariner, an estimated $89.9K added.
  • The largest SHF Holdings seller in Q4 2024 was Tortoise Investment Management, an estimated $14.2K sold.

Based on aggregated 13F filings for Q4 2024.