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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 %
Allianz Asset Management
301
Allianz Asset Management
Germany
$610K 39,600 -44,900 -53%
DWM
302
Drive Wealth Management
Utah
$609K 39,555 +205 +0.5%
CPC
303
Cookson Peirce & Co
Pennsylvania
$607K 39,397 +39,397 New
LFAS
304
Level Four Advisory Services
Texas
$604K 39,230 +8,630 +28%
MLIC
305
Mandatum Life Insurance Company
Finland
$600K 38,972 +25,100 +181%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$592K 38,453 +8,814 +30%
GIA
307
Gladstone Institutional Advisory
Florida
$590K 38,327 -21,783 -36%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$582K 37,780 +20,705 +121%
EC
309
EntryPoint Capital
New York
$578K 37,535 -5,269 -12%
WCFA
310
Walkner Condon Financial Advisors
Wisconsin
$560K 36,355 +2,735 +8%
MIG
311
McGuire Investment Group
Rhode Island
$554K 35,950
BCI
312
Brinker Capital Investments
Pennsylvania
$547K 35,493 +13,908 +64%
OPS
313
Orion Portfolio Solutions
Nebraska
$547K 35,493 +13,908 +64%
CGIM
314
Cannon Global Investment Management
Florida
$539K 35,000 +35,000 New
WG
315
Winton Group
United Kingdom
$535K 34,753 +34,753 New
ACS
316
Archford Capital Strategies
Illinois
$520K 33,769 +70 +0.2%
ACA
317
Aptus Capital Advisors
Alabama
$516K 33,496 -221,143 -87%
SW
318
SteelPeak Wealth
California
$509K 33,059 +13,594 +70%
ECM
319
Everence Capital Management
Indiana
$498K 32,360 +32,360 New
AF
320
Aldebaran Financial
$498K 31,840 -3,760 -11%
SM
321
Sciencast Management
New Jersey
$493K 32,026 +32,026 New
EF
322
Empowered Funds
Pennsylvania
$485K 31,495 -9,782 -24%
US Bancorp
323
US Bancorp
Minnesota
$483K 31,355 -20 -0.1%
MFG
324
Merit Financial Group
Georgia
$480K 31,172 +12,383 +66%
MIM
325
Moseley Investment Management
Florida
$478K 31,036 -2,500 -7%