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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
PVI
301
Pine Valley Investments
New Jersey
$260K -$2.91K -400 -1%
APW
302
Axim Planning & Wealth
Ohio
$259K -$27.9K -3,840 -10%
DAS
303
Dynamic Advisor Solutions
Arizona
$258K -$6.51K -896 -3%
SWA
304
Stratos Wealth Advisors
Ohio
$256K +$7.66K +1,054 +3%
IC
305
IEQ Capital
California
$256K +$98.2K +13,504 +71%
SPIA
306
Steward Partners Investment Advisory
New York
$247K +$10.5K +1,450 +5%
US Bancorp
307
US Bancorp
Minnesota
$247K -$8.68K -1,194 -4%
UB
308
UMB Bank
Missouri
$246K
HIP
309
HUB Investment Partners
Texas
$245K +$24.1K +3,317 +12%
TCM
310
Traynor Capital Management
Pennsylvania
$240K +$32.6K +4,487 +17%
S
311
SignatureFD
Georgia
$234K -$4.28K -589 -2%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$233K +$5.88K +809 +3%
TWM
313
Trueblood Wealth Management
Ohio
$227K +$48.9K +6,721 +30%
FFS
314
Founders Financial Securities
Maryland
$224K +$10.9K +1,500 +6%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$223K +$6.99K +962 +4%
VFA
316
Valeo Financial Advisors
Indiana
$221K -$11.2K -1,540 -5%
KBC Group
317
KBC Group
Belgium
$212K
GLA
318
Good Life Advisors
Pennsylvania
$211K -$15.9K -2,192 -8%
KIC
319
Kensington Investment Counsel
California
$210K +$22.2K +3,054 +13%
Comerica Bank
320
Comerica Bank
Texas
$209K +$11.5K +1,588 +6%
SWM
321
SeaCrest Wealth Management
New York
$208K
NDSI
322
Newman Dignan & Sheerar Inc
Rhode Island
$206K +$134K +18,373 New
CLA
323
Carnegie Lake Advisors
New Jersey
$201K +$186K +25,550 New
CA
324
Claro Advisors
Massachusetts
$201K +$53.1K +7,304 +40%
MIM
325
MetLife Investment Management
New Jersey
$200K -$3.95K -543 -2%