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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
CIG
226
Consolidated Investment Group
Colorado
$460K
PI
227
PFG Investments
New York
$454K +$238K +32,567 +110%
US Bancorp
228
US Bancorp
Minnesota
$444K +$297K +40,743 +204%
VF
229
VitalStone Financial
Texas
$443K -$125K -17,192 -22%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$443K -$32.3K -4,470 -7%
GVAG
231
Great Valley Advisor Group
Delaware
$437K +$11.2K +1,532 +3%
XWM
232
Xcel Wealth Management
Florida
$436K +$354K +48,470 +429%
SLWA
233
San Luis Wealth Advisors
California
$429K -$1.12K -154 -0.3%
Wellington Management Group
234
Wellington Management Group
Massachusetts
$423K -$33.2K -4,551 -7%
MIC
235
Means Investment Company
Maine
$421K -$22.5K -3,086 -5%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$416K -$12.7K -1,744 -3%
VVP
237
Venture Visionary Partners
Ohio
$408K +$116K +15,901 +40%
NL
238
NWAM LLC
Washington
$405K +$129K +18,263 +47%
QCM
239
QRG Capital Management
Illinois
$393K +$15.3K +2,095 +4%
AWA
240
Alta Wealth Advisors
Massachusetts
$390K
VPIM
241
Vanguard Personalized Indexing Management
California
$389K +$3.03K +415 +0.8%
ACM
242
Aquatic Capital Management
Illinois
$387K -$1.52M -208,800 -80%
AB
243
Amalgamated Bank
New York
$386K -$573K -78,517 -60%
IAN
244
Integrated Advisors Network
Texas
$384K +$13.1K +1,798 +4%
TWM
245
Tradition Wealth Management
Minnesota
$383K +$140K +19,194 +58%
Deutsche Bank
246
Deutsche Bank
Germany
$377K -$1.1M -150,233 -74%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$370K -$454K -62,300 -55%
CWC
248
Carolinas Wealth Consulting
North Carolina
$365K +$219K +30,000 +150%
AWA
249
Arkadios Wealth Advisors
Georgia
$362K +$8.07K +1,106 +2%
SWA
250
Stratos Wealth Advisors
Ohio
$359K +$209K +28,696 +141%