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SoFi Technologies
SOFI

Overview Fund Activity

694 hedge funds and large institutions have $8.05B invested in SoFi Technologies in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 209 increasing their positions, 220 reducing their positions, and 77 closing their positions.

Holders
694
Holders Change
+77
Holders Change %
+12.48%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
164
Increased
209
Reduced
220
Closed
77
Calls
$1.78B
Puts
$1.62B
Net Calls
+$162M
Net Calls Change
+$86.3M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$482M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$300M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$244M
4
UBS Group
4
UBS Group
Switzerland
$193M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.51B

Top Sellers

1
SLG
1
Silver Lake Group
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$220M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.63M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.5M
5
Millennium Management
5
Millennium Management
New York
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
251
SEI Investments
Pennsylvania
$973K 63,206 +7,884 +14%
BCM
252
Brookstone Capital Management
Illinois
$972K 63,137 +2,268 +4%
TWM
253
Tradition Wealth Management
Minnesota
$971K 63,065 +5,532 +10%
RSA
254
River Street Advisors
Illinois
$971K 63,023 +5,654 +10%
Stifel Financial
255
Stifel Financial
Missouri
$963K 62,546 -31,647 -34%
AWA
256
Arkadios Wealth Advisors
Georgia
$960K 62,312 +1,781 +3%
AWM
257
Apollon Wealth Management
South Carolina
$955K 62,014 +62,014 New
Principal Financial Group
258
Principal Financial Group
Iowa
$936K 60,781 -9,314 -13%
SLWA
259
San Luis Wealth Advisors
California
$919K 60,334 +89 +0.1%
MSRPS
260
Maryland State Retirement & Pension System
Maryland
$907K 58,902 – –
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$881K 60,534 +685 +1%
AB
262
Amalgamated Bank
New York
$878K 57,017 – –
BEI
263
Benjamin Edwards Inc
Missouri
$873K 56,710 -17,790 -24%
SCM
264
Sterling Capital Management
North Carolina
$855K 55,526 +19,493 +54%
Parallax Volatility Advisers
265
Parallax Volatility Advisers
California
$847K 55,028 -227,760 -81%
MPPLM
266
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$836K 54,278 +54,278 New
MP
267
Mangrove Partners
Connecticut
$833K 54,106 +54,106 New
TWPM
268
Total Wealth Planning & Management
Florida
$821K 53,319 +53,319 New
M&T Bank
269
M&T Bank
New York
$815K 52,912 +7,330 +16%
Russell Investments Group
270
Russell Investments Group
United Kingdom
$809K 52,564 +2,774 +6%
MWM
271
Maridea Wealth Management
New York
$802K 52,096 +52,096 New
DC
272
Davenport & Co
Virginia
$802K 52,085 -2,023,036 -97%
QC
273
Quantessence Capital
New York
$801K 52,026 +52,026 New
MIC
274
Means Investment Company
Maine
$786K 51,052 +168 +0.3%
ASN
275
Advisory Services Network
Georgia
$783K 50,825 -9,451 -16%
9 10
11
12 13