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SoFi Technologies

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
Name Market Value Shares Shares
Change
Shares
Change %
IAN
276
Integrated Advisors Network
Texas
$767K 49,774 -2,599 -5%
GRP
277
Global Retirement Partners
California
$764K 49,586 +2,984 +6%
SRL
278
Scientech Research LLC
New Jersey
$763K 49,521 -143,400 -74%
HGA
279
Hobbs Group Advisors
South Carolina
$755K 49,000
PFA
280
Pathway Financial Advisers
Indiana
$747K 48,497 -1,632 -3%
PI
281
PFG Investments
New York
$733K 47,625 -5,420 -10%
Prudential Financial
282
Prudential Financial
New Jersey
$725K 52,474 -18,139 -26%
FCH
283
Freestone Capital Holdings
Washington
$719K 46,719 -3,875 -8%
LW
284
Lauer Wealth
Indiana
$710K 51,157 -27,520 -35%
Neuberger Berman Group
285
Neuberger Berman Group
New York
$691K 44,902 -573 -1%
NL
286
NWAM LLC
Washington
$687K 44,635 +4,531 +11%
FA
287
Fortis Advisors
Pennsylvania
$686K 44,550
SIA
288
Soltis Investment Advisors
Utah
$676K 43,880 -72,372 -62%
EH
289
Equitable Holdings
New York
$671K 43,589 -23,635 -35%
SAG
290
Susquehanna Advisors Group
Pennsylvania
$670K 43,492 +43,492 New
SPC
291
Sigma Planning Corp
Michigan
$668K 43,402 +473 +1%
PWM
292
Perigon Wealth Management
California
$657K 40,307 +2,047 +5%
SC
293
Savant Capital
Illinois
$653K 42,392 +1,614 +4%
PA
294
Pinnacle Associates
New York
$649K 42,173 +42,173 New
RA
295
RFG Advisory
Alabama
$646K 41,931 +41,931 New
FFM
296
Forum Financial Management
Illinois
$638K 41,446 +5,475 +15%
KBC Group
297
KBC Group
Belgium
$627K 40,715 +13,683 +51%
UB
298
UMB Bank
Missouri
$626K 40,644 +9,407 +30%
SA
299
Sanctuary Advisors
Indiana
$619K 37,634 -2,347 -6%
HC
300
Hourglass Capital
Texas
$616K 40,000 -25,000 -38%