We are live on ! Find out more
SOBR icon

SOBR Safe

7 hedge funds and large institutions have $117K invested in SOBR Safe in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

102% more capital invested

Capital invested by funds: $57.6K → $117K (+$59K)

1.09% more ownership

Funds ownership: 0%1.09% (+1.1%)

63% less funds holding

Funds holding: 197 (-12)

86% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 14

Holders
7
Holders Change
-12
Holders Change %
-63.16%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
1
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$82.4K +$360K +7,100 New
Jane Street
2
Jane Street
New York
$26.8K +$116K +2,293 +12,068%
UBS Group
3
UBS Group
Switzerland
$5.83K +$15.3K +301 +150%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.39K
Morgan Stanley
5
Morgan Stanley
New York
$116 +$254 +5 +100%
Osaic Holdings
6
Osaic Holdings
Arizona
$14 -$51 -1 -50%
Bank of America
7
Bank of America
North Carolina
$8 +$51 +1 New
CWM
8
CarsonAllaria Wealth Management
Illinois
$2
Geode Capital Management
9
Geode Capital Management
Massachusetts
-$11.6K -182 Closed
Vanguard Group
10
Vanguard Group
Pennsylvania
-$8.64K -135 Closed
XT
11
XTX Topco
Cayman Islands
-$2.26K -35 Closed
BlackRock
12
BlackRock
New York
-$1.99K -31 Closed
SW
13
SkyOak Wealth
Michigan
-$2.01K -31 Closed
WP
14
Westmount Partners
California
-$1.73K -27 Closed
KPWS
15
Kestra Private Wealth Services
Texas
-$1.5K -23 Closed
State Street
16
State Street
Massachusetts
-$1.44K -22 Closed
BBA
17
Baader Bank Aktiengesellschaft
Germany
-$912 -20 Closed
Northern Trust
18
Northern Trust
Illinois
-$1.08K -17 Closed
HF
19
HRT Financial
New York
-$1K -16 Closed
WANY
20
Wealthspire Advisors (New York)
New York
-$863 -13 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$384 -6 Closed
SIS
22
Sound Income Strategies
Florida
-$41 -1 Closed

SOBR Hedge Fund Activity: Q4 2024 in Review

7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SOBR Safe (SOBR) for Q4 2024, worth a combined $117K — up 102% from $57.6K a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SOBR and 2 opened new positions — a net loss of 12 holders — while 1 trimmed existing stakes and 3 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $360K. The largest seller was Geode Capital Management, exiting entirely with an estimated $11.6K sold.

  • 7 institutional investors held SOBR Safe (SOBR) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $117K of SOBR Safe stock for Q4 2024, up 102% quarter-over-quarter.
  • 2 funds opened new SOBR Safe positions in Q4 2024 and 14 closed out, a net change of -12 holders.
  • The largest SOBR Safe buyer in Q4 2024 was Cetera Investment Advisers, an estimated $360K added.
  • The largest SOBR Safe seller in Q4 2024 was Geode Capital Management, an estimated $11.6K sold.

Based on aggregated 13F filings for Q4 2024.