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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 %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$191K +$31K +4,690 +19%
FRM
302
Fox Run Management
Connecticut
$189K +$57.1K +8,641 +43%
Brown Advisory
303
Brown Advisory
Maryland
$186K +$36.4K +5,500 +24%
HIP
304
HUB Investment Partners
Texas
$184K -$19.8K -3,000 -10%
IAIM
305
International Assets Investment Management
Florida
$182K +$22.5K +3,400 +14%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$181K +$41.4K +6,269 +30%
KBC Group
307
KBC Group
Belgium
$179K +$48.6K +7,343 +37%
FFS
308
Founders Financial Securities
Maryland
$179K +$13.2K +2,000 +8%
CNFG
309
Creegan & Nassoura Financial Group
New Hampshire
$176K -$1.98K -300 -1%
SWM
310
SeaCrest Wealth Management
New York
$175K -$8.71K -1,318 -5%
TCM
311
Traynor Capital Management
Pennsylvania
$173K +$50.2K +7,589 +41%
KPWS
312
Kestra Private Wealth Services
Texas
$172K -$103K -15,535 -37%
MIM
313
MetLife Investment Management
New Jersey
$172K +$49.3K +7,462 +40%
TRCT
314
Tower Research Capital (TRC)
New York
$169K -$51K -7,723 -23%
AWM
315
Axxcess Wealth Management
California
$166K -$1.47K -223 -0.9%
Comerica Bank
316
Comerica Bank
Texas
$165K +$7.65K +1,158 +5%
OPS
317
Orion Portfolio Solutions
Nebraska
$161K +$20.3K +3,075 +14%
BCI
318
Brinker Capital Investments
Pennsylvania
$161K +$20.3K +3,075 +14%
PA
319
Probity Advisors
Texas
$160K +$29.9K +4,527 +23%
CFS
320
Coordinated Financial Services
Colorado
$158K
KIC
321
Kensington Investment Counsel
California
$157K +$89.3K +13,510 +133%
DZ Bank
322
DZ Bank
Germany
$155K
MF
323
Manchester Financial
California
$155K -$1.6K -242 -1%
RWM
324
Refined Wealth Management
Utah
$152K +$152K +23,031 New
GIA
325
Gladstone Institutional Advisory
Florida
$152K -$86.6K -13,100 -36%