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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 %
BC
251
Bridgefront Capital
Texas
$358K +$358K +49,066 New
ASN
252
Advisory Services Network
Georgia
$349K -$96.7K -13,241 -22%
EF
253
Empowered Funds
Pennsylvania
$349K +$63.6K +8,707 +22%
WWM
254
Western Wealth Management
Colorado
$341K +$341K +46,711 New
LW
255
Lauer Wealth
Indiana
$338K +$97K +12,700 +40%
SPC
256
Sigma Planning Corp
Michigan
$336K +$234K +32,008 +229%
Wealthfront Advisers
257
Wealthfront Advisers
California
$332K +$196K +26,795 +144%
AFG
258
Atomi Financial Group
New York
$330K -$24.9K -3,412 -7%
Russell Investments Group
259
Russell Investments Group
United Kingdom
$318K +$246K +33,732 +341%
LNC
260
Lincoln National Corp
Pennsylvania
$317K -$9.28K -1,271 -3%
RSA
261
River Street Advisors
Illinois
$316K +$57.4K +7,868 +22%
PFA
262
Pathway Financial Advisers
Indiana
$316K +$62.8K +8,600 +25%
AF
263
Aldebaran Financial
$312K -$24.6K -3,375 -7%
DC
264
Davenport & Co
Virginia
$311K +$160K +21,879 +105%
FA
265
Fortis Advisors
Pennsylvania
$311K
PWM
266
Perigon Wealth Management
California
$308K -$19K -2,603 -6%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$308K +$24.9K +3,412 +9%
KPWS
268
Kestra Private Wealth Services
Texas
$303K -$32.1K -4,397 -10%
VFA
269
Valeo Financial Advisors
Indiana
$302K -$22.8K -3,000 -7%
EGM
270
Engineers Gate Manager
New York
$297K +$297K +40,736 New
JIP
271
Jaffetilchin Investment Partners
Florida
$297K -$228K -31,234 -43%
Neuberger Berman Group
272
Neuberger Berman Group
New York
$296K -$71.9K -9,853 -20%
SIA
273
Soltis Investment Advisors
Utah
$295K +$41.7K +5,713 +16%
MIG
274
McGuire Investment Group
Rhode Island
$292K +$27K +3,700 +10%
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$285K +$77.7K +11,210 +37%