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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 %
EC
276
EntryPoint Capital
New York
$336K +$336K +42,804 New
EF
277
Empowered Funds
Pennsylvania
$324K +$15.3K +1,951 +5%
SC
278
Savant Capital
Illinois
$321K +$321K +40,778 New
CA
279
Calton & Associates
Florida
$318K +$79.3K +10,090 +33%
NL
280
NWAM LLC
Washington
$315K +$57K +7,255 +22%
CWC
281
Carolinas Wealth Consulting
North Carolina
$314K +$314K +40,000 New
DWM
282
Drive Wealth Management
Utah
$309K +$31.9K +4,063 +12%
PWM
283
Perigon Wealth Management
California
$301K -$6.78K -862 -2%
HCP
284
Hexagon Capital Partners
Arkansas
$292K +$1.97K +251 +0.7%
SCM
285
Sterling Capital Management
North Carolina
$283K +$283K +36,033 New
BI
286
Bramshill Investments
Florida
$283K +$283K +36,000 New
FFM
287
Forum Financial Management
Illinois
$283K +$2K +254 +0.7%
MIG
288
McGuire Investment Group
Rhode Island
$283K -$31.4K -4,000 -10%
WWS
289
Wellington Wealth Strategies
Indiana
$282K +$282K +25,208 New
OTL
290
Oak Thistle LLC
New York
$281K -$48.8K -6,207 -15%
AF
291
Aldebaran Financial
$280K -$31.4K -4,000 -10%
BAM
292
Belpointe Asset Management
Nevada
$277K +$12.3K +1,565 +5%
IWC
293
Integrated Wealth Concepts
Massachusetts
$271K +$120K +15,301 +80%
CF
294
Cantor Fitzgerald
New York
$270K +$270K +34,370 New
WCFA
295
Walkner Condon Financial Advisors
Wisconsin
$264K +$700 +89 +0.3%
MIM
296
Moseley Investment Management
Florida
$264K +$20.4K +2,598 +8%
PVI
297
Pine Valley Investments
New Jersey
$260K -$3.14K -400 -1%
APW
298
Axim Planning & Wealth
Ohio
$259K -$30.2K -3,840 -10%
DAS
299
Dynamic Advisor Solutions
Arizona
$258K -$7.04K -896 -3%
SWA
300
Stratos Wealth Advisors
Ohio
$256K +$8.28K +1,054 +3%