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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 %
JIP
276
Jaffetilchin Investment Partners
Florida
$240K -$29.5K -4,468 -11%
EWM
277
Evercore Wealth Management
New York
$237K +$165K +25,000 +230%
FFM
278
Forum Financial Management
Illinois
$236K +$73.7K +11,145 +45%
DWM
279
Drive Wealth Management
Utah
$233K +$73 +11 +0%
Credit Agricole
280
Credit Agricole
France
$231K +$231K +34,872 New
DAS
281
Dynamic Advisor Solutions
Arizona
$223K +$16.5K +2,495 +8%
ACS
282
Archford Capital Strategies
Illinois
$222K
BAM
283
Belpointe Asset Management
Nevada
$222K -$24.9K -3,771 -10%
WCFA
284
Walkner Condon Financial Advisors
Wisconsin
$222K -$86 -13 -0%
PVI
285
Pine Valley Investments
New Jersey
$221K -$661 -100 -0.3%
NL
286
NWAM LLC
Washington
$217K -$162K -24,572 -43%
US Bancorp
287
US Bancorp
Minnesota
$215K -$186K -28,194 -46%
PCA
288
Pallas Capital Advisors
Massachusetts
$211K +$211K +28,020 New
SWA
289
Stratos Wealth Advisors
Ohio
$209K -$116K -17,556 -36%
LFAS
290
Level Four Advisory Services
Texas
$208K +$22.5K +3,398 +12%
QCM
291
Quantinno Capital Management
New York
$208K -$1.25M -188,782 -86%
HIC
292
Hartline Investment Corp
Illinois
$207K +$207K +31,246 New
UB
293
UMB Bank
Missouri
$206K
MIM
294
Moseley Investment Management
Florida
$205K +$1.71K +258 +0.8%
S
295
SignatureFD
Georgia
$201K -$36.3K -5,488 -15%
CA
296
Calton & Associates
Florida
$201K +$19.8K +3,000 +11%
SPIA
297
Steward Partners Investment Advisory
New York
$198K -$10.4K -1,575 -5%
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$198K +$21.2K +3,214 +12%
VFA
299
Valeo Financial Advisors
Indiana
$196K -$66.1K -10,000 -25%
GLA
300
Good Life Advisors
Pennsylvania
$192K +$33 +5 +0%