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SoFi Technologies

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-12
Holders Change %
-2.01%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
226
Amalgamated Bank
New York
$387K +$37.4K +5,661 +11%
EGM
227
Engineers Gate Manager
New York
$383K +$113K +17,164 +42%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$381K -$8.62K -1,358 -2%
AIP
229
ARS Investment Partners
New York
$379K +$379K +57,301 New
QCM
230
QRG Capital Management
Illinois
$377K +$21.5K +3,249 +6%
SPC
231
Sigma Planning Corp
Michigan
$370K +$66.2K +10,012 +22%
TWM
232
Tradition Wealth Management
Minnesota
$368K +$21.4K +3,243 +6%
DC
233
Davenport & Co
Virginia
$365K +$83.2K +12,585 +30%
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$362K +$129K +19,548 +56%
VPIM
235
Vanguard Personalized Indexing Management
California
$361K +$9.52K +1,440 +3%
MIC
236
Means Investment Company
Maine
$361K -$20.1K -3,042 -5%
Deutsche Bank
237
Deutsche Bank
Germany
$359K +$17.4K +2,632 +5%
AWA
238
Arkadios Wealth Advisors
Georgia
$358K +$30.3K +4,579 +9%
MIA
239
MMBG Investment Advisors
Florida
$357K +$357K +54,015 New
AWA
240
Alta Wealth Advisors
Massachusetts
$350K -$3.31K -500 -0.9%
X
241
Xponance
Pennsylvania
$349K +$121K +18,285 +53%
Wellington Management Group
242
Wellington Management Group
Massachusetts
$348K -$35.8K -5,409 -9%
IAN
243
Integrated Advisors Network
Texas
$346K -$1.65K -250 -0.5%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$339K +$60.5K +9,151 +22%
CC
245
Corton Capital
Ontario, Canada
$337K +$337K +51,030 New
AFG
246
Atomi Financial Group
New York
$335K +$36.3K +5,489 +12%
FCH
247
Freestone Capital Holdings
Washington
$334K -$90.9K -13,756 -21%
BCM
248
Bayesian Capital Management
New York
$321K -$1.31M -197,998 -80%
WWM
249
Western Wealth Management
Colorado
$314K +$5.04K +762 +2%
RSA
250
River Street Advisors
Illinois
$312K +$25.5K +3,864 +9%