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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% 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
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$176K -$236K -32,274 -57%
HWM
327
HB Wealth Management
Georgia
$176K +$176K +24,086 New
CFS
328
Coordinated Financial Services
Colorado
$174K +$174K +23,900 New
CA
329
CoreCap Advisors
Michigan
$174K +$174K +23,875 New
IAIM
330
International Assets Investment Management
Florida
$174K -$11.2K -1,550 -6%
Comerica Bank
331
Comerica Bank
Texas
$174K +$37K +5,071 +27%
MF
332
Manchester Financial
California
$173K +$1.77K +242 +1%
DZ Bank
333
DZ Bank
Germany
$172K +$172K +23,500 New
Teacher Retirement System of Texas
334
Teacher Retirement System of Texas
Texas
$169K -$425K -58,201 -72%
PIA
335
Panoramic Investment Advisors
Colorado
$168K
ICP
336
Interchange Capital Partners
Pennsylvania
$167K +$167K +21,141 New
Brown Advisory
337
Brown Advisory
Maryland
$166K -$89.6K -12,276 -35%
William Blair & Company
338
William Blair & Company
Illinois
$165K +$165K +22,613 New
HIA
339
Harbor Investment Advisory
Maryland
$163K
TWM
340
Trueblood Wealth Management
Ohio
$161K +$46.9K +6,426 +41%
CAM
341
Concorde Asset Management
Michigan
$161K +$24.1K +3,300 +18%
MTIM
342
Marathon Trading Investment Management
Pennsylvania
$155K +$1.46K +200 +0.9%
BCI
343
Brinker Capital Investments
Pennsylvania
$155K +$1.91K +262 +1%
OPS
344
Orion Portfolio Solutions
Nebraska
$155K +$1.91K +262 +1%
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$155K
Jones Financial Companies
346
Jones Financial Companies
Missouri
$151K +$119K +16,295 +372%
MFG
347
Merit Financial Group
Georgia
$150K +$16K +2,305 +12%
IWN
348
Independent Wealth Network
Iowa
$149K +$6.02K +825 +4%
WIA
349
World Investment Advisors
California
$149K +$3.65K +500 +3%
LNWTC
350
Laird Norton Wetherby Trust Company
Washington
$148K