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SoFi Technologies

624 hedge funds and large institutions have $4.01B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 162 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 72

40% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 162

35% more capital invested

Capital invested by funds: $2.98B → $4.01B (+$1.03B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more call options, than puts

Call options by funds: $672M | Put options by funds: $596M

6% more funds holding

Funds holding: 590624 (+34)

4.81% more ownership

Funds ownership: 42.64%47.44% (+4.8%)

Holders
624
Holders Change
+34
Holders Change %
+5.76%
% of All Funds
8.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
110
Increased
226
Reduced
162
Closed
72
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
276
Fortis Advisors
Pennsylvania
$350K
LFAS
277
Level Four Advisory Services
Texas
$342K -$6.26K -862 -3%
ACS
278
Archford Capital Strategies
Illinois
$338K +$414 +57 +0.2%
SPC
279
Sigma Planning Corp
Michigan
$337K -$95.1K -13,084 -23%
EC
280
EntryPoint Capital
New York
$336K +$311K +42,804 New
EF
281
Empowered Funds
Pennsylvania
$324K +$14.2K +1,951 +5%
SC
282
Savant Capital
Illinois
$321K +$296K +40,778 New
CA
283
Calton & Associates
Florida
$318K +$73.3K +10,090 +33%
NL
284
NWAM LLC
Washington
$315K +$52.7K +7,255 +22%
CWC
285
Carolinas Wealth Consulting
North Carolina
$314K +$291K +40,000 New
DWM
286
Drive Wealth Management
Utah
$309K +$29.5K +4,063 +12%
PWM
287
Perigon Wealth Management
California
$301K -$6.26K -862 -2%
HCP
288
Hexagon Capital Partners
Arkansas
$292K +$1.82K +251 +0.7%
SCM
289
Sterling Capital Management
North Carolina
$283K +$262K +36,033 New
BI
290
Bramshill Investments
Florida
$283K +$262K +36,000 New
FFM
291
Forum Financial Management
Illinois
$283K +$1.85K +254 +0.7%
MIG
292
McGuire Investment Group
Rhode Island
$283K -$29.1K -4,000 -10%
WWS
293
Wellington Wealth Strategies
Indiana
$282K +$183K +25,208 New
OTL
294
Oak Thistle LLC
New York
$281K -$45.1K -6,207 -15%
AF
295
Aldebaran Financial
$280K -$29.1K -4,000 -10%
BAM
296
Belpointe Asset Management
Nevada
$277K +$11.4K +1,565 +5%
IWC
297
Integrated Wealth Concepts
Massachusetts
$271K +$111K +15,301 +80%
CF
298
Cantor Fitzgerald
New York
$270K +$250K +34,370 New
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$264K +$647 +89 +0.3%
MIM
300
Moseley Investment Management
Florida
$264K +$18.9K +2,598 +8%