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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 %
VA
251
Vident Advisory
Georgia
$296K +$296K +44,720 New
FA
252
Fortis Advisors
Pennsylvania
$294K +$13.2K +2,000 +5%
N
253
Natixis
France
$294K +$294K +44,440 New
PFA
254
Pathway Financial Advisers
Indiana
$293K +$7.24K +1,096 +3%
PA
255
Pinnacle Associates
New York
$287K +$95.4K +14,429 +50%
M&T Bank
256
M&T Bank
New York
$286K -$190K -28,697 -40%
Neuberger Berman Group
257
Neuberger Berman Group
New York
$280K +$12.1K +1,827 +5%
OTL
258
Oak Thistle LLC
New York
$277K +$277K +41,894 New
BFM
259
Boothbay Fund Management
New York
$276K +$276K +41,693 New
BAM
260
Blueshift Asset Management
New Jersey
$274K -$341K -51,613 -55%
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$267K +$3.69K +575 +1%
MIG
262
McGuire Investment Group
Rhode Island
$264K
AF
263
Aldebaran Financial
$262K -$20.8K -3,145 -7%
MHS
264
M Holdings Securities
Oregon
$260K +$39.2K +5,930 +18%
EF
265
Empowered Funds
Pennsylvania
$260K -$56.4K -8,528 -18%
PWM
266
Perigon Wealth Management
California
$259K -$20.3K -3,074 -7%
QOP
267
Quinn Opportunity Partners
Virginia
$258K
SEI Investments
268
SEI Investments
Pennsylvania
$258K +$20.7K +3,139 +9%
GRP
269
Global Retirement Partners
California
$253K +$9.58K +1,450 +4%
DWM
270
Diversify Wealth Management
Utah
$251K +$251K +38,344 New
BBVA
271
Banco Bilbao Vizcaya Argentaria
Spain
$245K +$83.8K +12,600 +52%
HCP
272
Hexagon Capital Partners
Arkansas
$243K +$31.2K +4,715 +15%
APW
273
Axim Planning & Wealth
Ohio
$243K +$57.9K +8,758 +31%
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
$241K +$241K +36,513 New
Fidelity Investments
275
Fidelity Investments
Massachusetts
$240K -$137K -20,685 -36%