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SoFi Technologies

624 hedge funds and large institutions have $4.01B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 162 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 72

40% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 162

35% more capital invested

Capital invested by funds: $2.98B → $4.01B (+$1.03B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more call options, than puts

Call options by funds: $672M | Put options by funds: $596M

6% more funds holding

Funds holding: 590624 (+34)

4.81% more ownership

Funds ownership: 42.64%47.44% (+4.8%)

Holders
624
Holders Change
+34
Holders Change %
+5.76%
% of All Funds
8.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
110
Increased
226
Reduced
162
Closed
72
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Strategic Advocates
Utah
$568K
XWM
227
Xcel Wealth Management
Florida
$566K +$29.1K +4,000 +6%
AWA
228
Alta Wealth Advisors
Massachusetts
$556K +$129K +17,770 +34%
Prudential Financial
229
Prudential Financial
New Jersey
$555K +$31K +4,266 +6%
ECM
230
ExodusPoint Capital Management
New York
$553K +$512K +70,374 New
Principal Financial Group
231
Principal Financial Group
Iowa
$551K -$62.8K -8,634 -11%
HI
232
Hudock Inc
Pennsylvania
$537K -$176K -24,258 -26%
EH
233
Equitable Holdings
New York
$528K -$492K -67,723 -50%
YDMI
234
Y.D. More Investments
Israel
$527K
SW
235
Solidarity Wealth
Utah
$516K
HC
236
Hourglass Capital
Texas
$511K -$334K -46,000 -41%
LNWTC
237
Laird Norton Wetherby Trust Company
Washington
$507K
VPIM
238
Vanguard Personalized Indexing Management
California
$493K +$58.2K +8,006 +15%
HI
239
Harbour Investments
Wisconsin
$488K +$21.7K +2,985 +5%
VF
240
VitalStone Financial
Texas
$484K -$48.8K -6,711 -10%
BCM
241
Brookstone Capital Management
Illinois
$478K +$1.21K +166 +0.3%
AWA
242
Arkadios Wealth Advisors
Georgia
$476K +$45.8K +6,305 +12%
GIA
243
Gladstone Institutional Advisory
Florida
$472K +$270K +37,100 +161%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$470K -$785 -108 -0.2%
SLWA
245
San Luis Wealth Advisors
California
$466K
MSRPS
246
Maryland State Retirement & Pension System
Maryland
$463K -$98.8K -13,591 -19%
TWM
247
Tradition Wealth Management
Minnesota
$452K +$13.7K +1,880 +3%
RSA
248
River Street Advisors
Illinois
$451K +$74.3K +10,223 +22%
JIP
249
Jaffetilchin Investment Partners
Florida
$448K +$151K +20,765 +57%
AB
250
Amalgamated Bank
New York
$448K -$11K -1,512 -3%