SOFI icon

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 %
IC
301
IEQ Capital
California
$256K +$106K +13,504 +71%
SPIA
302
Steward Partners Investment Advisory
New York
$247K +$11.4K +1,450 +5%
US Bancorp
303
US Bancorp
Minnesota
$247K -$9.39K -1,194 -4%
UB
304
UMB Bank
Missouri
$246K
HIP
305
HUB Investment Partners
Texas
$245K +$26.1K +3,317 +12%
TCM
306
Traynor Capital Management
Pennsylvania
$240K +$35.3K +4,487 +17%
S
307
SignatureFD
Georgia
$234K -$4.63K -589 -2%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$233K +$6.36K +809 +3%
TWM
309
Trueblood Wealth Management
Ohio
$227K +$52.8K +6,721 +30%
FFS
310
Founders Financial Securities
Maryland
$224K +$11.8K +1,500 +6%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$223K +$7.56K +962 +4%
VFA
312
Valeo Financial Advisors
Indiana
$221K -$12.1K -1,540 -5%
KBC Group
313
KBC Group
Belgium
$212K
GLA
314
Good Life Advisors
Pennsylvania
$211K -$17.2K -2,192 -8%
KIC
315
Kensington Investment Counsel
California
$210K +$24K +3,054 +13%
Comerica Bank
316
Comerica Bank
Texas
$209K +$12.5K +1,588 +6%
SWM
317
SeaCrest Wealth Management
New York
$208K
NDSI
318
Newman Dignan & Sheerar Inc
Rhode Island
$206K +$206K +18,373 New
CLA
319
Carnegie Lake Advisors
New Jersey
$201K +$201K +25,550 New
CA
320
Claro Advisors
Massachusetts
$201K +$57.4K +7,304 +40%
MIM
321
MetLife Investment Management
New Jersey
$200K -$4.27K -543 -2%
HWM
322
HB Wealth Management
Georgia
$200K +$183K +23,235 +1,060%
Wellington Management Group
323
Wellington Management Group
Massachusetts
$199K -$214K -27,281 -52%
EWM
324
Evercore Wealth Management
New York
$197K -$85.3K -10,849 -30%
PA
325
Probity Advisors
Texas
$193K +$2.41K +306 +1%