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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
HGERS
251
Householder Group Estate & Retirement Specialist
Arizona
$442K +$11.5K +1,587 +3%
SEI Investments
252
SEI Investments
Pennsylvania
$435K +$119K +16,346 +42%
AFG
253
Atomi Financial Group
New York
$427K +$26K +3,573 +7%
Deutsche Bank
254
Deutsche Bank
Germany
$426K -$800 -110 -0.2%
X
255
Xponance
Pennsylvania
$425K +$9.46K +1,302 +2%
MIA
256
MMBG Investment Advisors
Florida
$425K
PI
257
PFG Investments
New York
$417K -$213K -29,352 -36%
IAN
258
Integrated Advisors Network
Texas
$412K +$458 +63 +0.1%
SP
259
Symmetry Partners
Connecticut
$411K +$380K +52,312 New
MIC
260
Means Investment Company
Maine
$400K -$27.4K -3,766 -7%
DWM
261
Diversify Wealth Management
Utah
$400K
ASN
262
Advisory Services Network
Georgia
$398K
FCH
263
Freestone Capital Holdings
Washington
$398K
PFA
264
Pathway Financial Advisers
Indiana
$394K +$42K +5,777 +13%
TCBWMS
265
Texas Capital Bank Wealth Management Services
Texas
$393K -$363K -50,000 -50%
Russell Investments Group
266
Russell Investments Group
United Kingdom
$391K -$343K -47,196 -49%
IIA
267
IPG Investment Advisors
California
$388K -$99.3K -13,660 -22%
HGA
268
Hobbs Group Advisors
South Carolina
$385K -$87.2K -12,000 -20%
AIP
269
ARS Investment Partners
New York
$377K -$67.6K -9,301 -16%
BBVA
270
Banco Bilbao Vizcaya Argentaria
Spain
$375K +$75.3K +10,358 +28%
NFSG
271
Newbridge Financial Services Group
Florida
$369K -$451K -62,030 -57%
GRP
272
Global Retirement Partners
California
$366K +$60.5K +8,323 +22%
TI
273
Tidal Investments
Wisconsin
$363K -$844K -116,073 -72%
M&T Bank
274
M&T Bank
New York
$359K +$16.9K +2,332 +5%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$357K +$22.4K +3,078 +7%