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SoFi Technologies
SOFI

602 hedge funds and large institutions have $3.23B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 252 increasing their positions, 134 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 134

51% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 74

5% more funds holding

Funds holding: 571 → 602 (+31)

4.87% more ownership

Funds ownership: 40.39% → 45.27% (+4.9%)

3% more call options, than puts

Call options by funds: $607M | Put options by funds: $588M

16% less capital invested

Capital invested by funds: $3.85B → $3.23B (-$623M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
602
Holders Change
+31
Holders Change %
+5.43%
% 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
112
Increased
252
Reduced
134
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$113M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$68.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$58M
4
NAMA
Nikko Asset Management Americas
New York
+$54.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$54.6M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$115M
2
Two Sigma Investments
Two Sigma Investments
New York
-$87.7M
3
Morgan Stanley
Morgan Stanley
New York
-$51.4M
4
Millennium Management
Millennium Management
New York
-$39.8M
5
Goldman Sachs
Goldman Sachs
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
326
Forum Financial Management
Illinois
$179K +$294 +37 +0.2%
HIIFS
327
Harel Insurance Investments & Financial Services
Israel
$179K +$194K +24,481 New
BBVA
328
Banco Bilbao Vizcaya Argentaria
Spain
$177K +$193K +24,257 New
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$176K -$256K -32,274 -57%
HWM
330
HB Wealth Management
Georgia
$176K +$191K +24,086 New
CFS
331
Coordinated Financial Services
Colorado
$174K +$190K +23,900 New
CA
332
CoreCap Advisors
Michigan
$174K +$190K +23,875 New
IAIM
333
International Assets Investment Management
Florida
$174K -$12.3K -1,550 -6%
Comerica Bank
334
Comerica Bank
Texas
$174K +$40.3K +5,071 +27%
MF
335
Manchester Financial
California
$173K +$1.92K +242 +1%
Teacher Retirement System of Texas
336
Teacher Retirement System of Texas
Texas
$169K -$462K -58,201 -72%
PIA
337
Panoramic Investment Advisors
Colorado
$168K – – –
ICP
338
Interchange Capital Partners
Pennsylvania
$167K +$168K +21,141 New
Brown Advisory
339
Brown Advisory
Maryland
$166K -$97.5K -12,276 -35%
William Blair & Company
340
William Blair & Company
Illinois
$165K +$180K +22,613 New
HIA
341
Harbor Investment Advisory
Maryland
$163K – – –
TWM
342
Trueblood Wealth Management
Ohio
$161K +$51K +6,426 +41%
CAM
343
Concorde Asset Management
Michigan
$161K +$26.2K +3,300 +18%
MTIM
344
Marathon Trading Investment Management
Pennsylvania
$155K +$1.59K +200 +0.9%
BCI
345
Brinker Capital Investments
Pennsylvania
$155K +$2.08K +262 +1%
OPS
346
Orion Portfolio Solutions
Nebraska
$155K +$2.08K +262 +1%
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$155K – – –
Jones Financial Companies
348
Jones Financial Companies
Missouri
$151K +$129K +16,295 +372%
MFG
349
Merit Financial Group
Georgia
$150K +$18.3K +2,305 +12%
IWN
350
Independent Wealth Network
Iowa
$149K +$6.55K +825 +4%
12 13
14
15 16

SOFI Hedge Fund Activity: Q1 2024 in Review

602 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2024, worth a combined $3.23B — down 16% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SOFI positions and 74 closed out — a net gain of 38 holders — while 252 added to existing stakes and 134 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $113M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $115M sold.

  • 602 institutional investors held SoFi Technologies (SOFI) as of Q1 2024, up from 571 in Q4 2023.
  • Funds reported $3.23B of SoFi Technologies stock for Q1 2024, down 16% quarter-over-quarter.
  • 112 funds opened new SoFi Technologies positions in Q1 2024 and 74 closed out, a net change of +38 holders.
  • The largest SoFi Technologies buyer in Q1 2024 was ARK Investment Management, an estimated $113M added.
  • The largest SoFi Technologies seller in Q1 2024 was Two Sigma Advisers, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.