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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Shares
Change %
X
251
Xponance
Pennsylvania
$425K +$10.2K +1,302 +2%
MIA
252
MMBG Investment Advisors
Florida
$425K
PI
253
PFG Investments
New York
$417K -$231K -29,352 -36%
IAN
254
Integrated Advisors Network
Texas
$412K +$495 +63 +0.1%
SP
255
Symmetry Partners
Connecticut
$411K +$411K +52,312 New
MIC
256
Means Investment Company
Maine
$400K -$29.6K -3,766 -7%
DWM
257
Diversify Wealth Management
Utah
$400K
ASN
258
Advisory Services Network
Georgia
$398K
FCH
259
Freestone Capital Holdings
Washington
$398K
PFA
260
Pathway Financial Advisers
Indiana
$394K +$45.4K +5,777 +13%
TCBWMS
261
Texas Capital Bank Wealth Management Services
Texas
$393K -$393K -50,000 -50%
Russell Investments Group
262
Russell Investments Group
United Kingdom
$391K -$371K -47,196 -49%
IIA
263
IPG Investment Advisors
California
$388K -$107K -13,660 -22%
HGA
264
Hobbs Group Advisors
South Carolina
$385K -$94.3K -12,000 -20%
AIP
265
ARS Investment Partners
New York
$377K -$73.1K -9,301 -16%
BBVA
266
Banco Bilbao Vizcaya Argentaria
Spain
$375K +$82.3K +10,358 +28%
NFSG
267
Newbridge Financial Services Group
Florida
$369K -$488K -62,030 -57%
GRP
268
Global Retirement Partners
California
$366K +$65.4K +8,323 +22%
TI
269
Tidal Investments
Wisconsin
$363K -$912K -116,073 -72%
M&T Bank
270
M&T Bank
New York
$359K +$18.3K +2,332 +5%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$357K +$24.2K +3,078 +7%
FA
272
Fortis Advisors
Pennsylvania
$350K
LFAS
273
Level Four Advisory Services
Texas
$342K -$9.63K -862 -3%
ACS
274
Archford Capital Strategies
Illinois
$338K +$572 +57 +0.2%
SPC
275
Sigma Planning Corp
Michigan
$337K -$103K -13,084 -23%