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SoFi Technologies

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-12
Holders Change %
-2.01%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
ICP
326
Interchange Capital Partners
Pennsylvania
$148K +$8.3K +1,255 +6%
HIA
327
Harbor Investment Advisory
Maryland
$147K
TWM
328
Trueblood Wealth Management
Ohio
$146K
MTIM
329
Marathon Trading Investment Management
Pennsylvania
$141K
IWN
330
Independent Wealth Network
Iowa
$137K +$2.37K +358 +2%
VIM
331
Vinva Investment Management
Australia
$137K +$137K +13,975 New
SG
332
StoneX Group
New York
$136K +$64.5K +9,754 +90%
WIA
333
World Investment Advisors
California
$135K
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$132K +$218 +33 +0.2%
MFGM
335
Marshall Financial Group (Maryland)
Maryland
$131K +$50.1K +7,582 +62%
RIA
336
Regal Investment Advisors
Michigan
$131K +$8.86K +1,340 +7%
AWM
337
AE Wealth Management
Kansas
$130K +$14.4K +2,176 +12%
Teacher Retirement System of Texas
338
Teacher Retirement System of Texas
Texas
$129K -$24K -3,629 -16%
IWC
339
Integrated Wealth Concepts
Massachusetts
$127K -$71.6K -10,834 -36%
IC
340
IEQ Capital
California
$126K -$568 -86 -0.4%
ZB
341
Zions Bancorporation
Utah
$126K
MCM
342
Mainstay Capital Management
Michigan
$125K +$1.11K +168 +0.9%
CAM
343
Concorde Asset Management
Michigan
$125K -$21.2K -3,200 -14%
OIA
344
OneDigital Investment Advisors
Kansas
$125K +$9.59K +1,450 +8%
B
345
Bensler
Washington
$124K
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$123K +$27.3K +4,134 +29%
PCM
347
Pointe Capital Management
Michigan
$122K
CA
348
Claro Advisors
Massachusetts
$121K -$3.31K -500 -3%
MFG
349
Merit Financial Group
Georgia
$119K -$23K -3,482 -16%
IAA
350
Independent Advisor Alliance
North Carolina
$116K +$25.7K +3,883 +29%