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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 %
QOP
276
Quinn Opportunity Partners
Virginia
$285K +$285K +39,000 New
CWMU
277
Caliber Wealth Management (Utah)
Utah
$280K -$40.2K -5,507 -13%
LFAS
278
Level Four Advisory Services
Texas
$279K
BAM
279
Belpointe Asset Management
Nevada
$273K +$115K +15,767 +73%
GF
280
Gabelli Funds
New York
$270K +$36.5K +5,000 +16%
GRP
281
Global Retirement Partners
California
$269K +$219K +29,950 +435%
SAG
282
SageView Advisory Group
California
$264K +$264K +2,097 New
GIA
283
Gladstone Institutional Advisory
Florida
$264K -$11.6K -1,590 -4%
S
284
SignatureFD
Georgia
$262K +$22.6K +3,100 +9%
SEI Investments
285
SEI Investments
Pennsylvania
$262K -$21.9K -3,000 -8%
FIA
286
Foundations Investment Advisors
Arizona
$258K +$15.4K +2,103 +6%
DWM
287
Drive Wealth Management
Utah
$258K -$4.09K -560 -2%
HGERS
288
Householder Group Estate & Retirement Specialist
Arizona
$257K +$74K +10,143 +40%
X
289
Xponance
Pennsylvania
$252K +$13K +1,779 +5%
TI
290
Tidal Investments
Wisconsin
$246K +$32.6K +4,459 +15%
ACS
291
Archford Capital Strategies
Illinois
$246K +$246K +33,642 New
WCFA
292
Walkner Condon Financial Advisors
Wisconsin
$245K +$245K +33,544 New
PVI
293
Pine Valley Investments
New Jersey
$245K -$14.6K -2,000 -6%
MHS
294
M Holdings Securities
Oregon
$244K -$17.5K -2,400 -7%
TRCT
295
Tower Research Capital (TRC)
New York
$243K +$173K +23,677 +247%
HCP
296
Hexagon Capital Partners
Arkansas
$234K +$2.08K +285 +0.9%
SPIA
297
Steward Partners Investment Advisory
New York
$231K -$810K -110,938 -78%
DAS
298
Dynamic Advisor Solutions
Arizona
$228K +$76.7K +10,500 +51%
UB
299
UMB Bank
Missouri
$228K +$60.4K +8,278 +36%
HIP
300
HUB Investment Partners
Texas
$225K +$225K +30,792 New