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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 %
MIM
301
Moseley Investment Management
Florida
$224K +$29.4K +4,021 +15%
TCBWMS
302
Texas Capital Bank Wealth Management Services
Texas
$219K +$110K +15,000 +100%
IWC
303
Integrated Wealth Concepts
Massachusetts
$219K +$142K +19,395 +183%
BL
304
Balentine LLC
Georgia
$214K -$11.6K -1,584 -5%
PA
305
Pinnacle Associates
New York
$212K +$212K +29,047 New
GLA
306
Good Life Advisors
Pennsylvania
$212K +$91.1K +12,480 +76%
EC
307
EntryPoint Capital
New York
$210K +$120K +16,464 +134%
A
308
AlphaQuest
New York
$206K +$98.7K +13,527 +92%
APW
309
Axim Planning & Wealth
Ohio
$204K +$43.8K +6,000 +27%
SWM
310
SeaCrest Wealth Management
New York
$203K -$25.2K -3,451 -11%
WWS
311
Wellington Wealth Strategies
Indiana
$202K -$126K -17,320 -38%
CA
312
Calton & Associates
Florida
$200K +$28K +3,830 +16%
CNFG
313
Creegan & Nassoura Financial Group
New Hampshire
$197K
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$195K +$67.8K +9,283 +53%
CAM
315
Creekmur Asset Management
Illinois
$192K -$95.4K -13,066 -33%
CAM
316
Columbia Asset Management
Michigan
$192K
CG
317
Cutler Group
California
$189K -$112K -15,331 -37%
BAM
318
Bosun Asset Management
Illinois
$186K +$186K +25,466 New
AWM
319
Axxcess Wealth Management
California
$185K +$185K +25,405 New
DT
320
Diversified Trust
Tennessee
$185K +$50.2K +6,880 +37%
HCM
321
Highlander Capital Management
New Jersey
$183K -$10.4K -1,430 -5%
FFS
322
Founders Financial Securities
Maryland
$183K
FFM
323
Forum Financial Management
Illinois
$179K +$270 +37 +0.2%
HIIFS
324
Harel Insurance Investments & Financial Services
Israel
$179K +$179K +24,481 New
BBVA
325
Banco Bilbao Vizcaya Argentaria
Spain
$177K +$177K +24,257 New