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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
326
OneDigital Investment Advisors
Kansas
$193K +$44.4K +5,650 +30%
PWM
327
Prosperity Wealth Management
California
$187K +$187K +23,850 New
KPWS
328
Kestra Private Wealth Services
Texas
$186K -$18.5K -2,350 -9%
MF
329
Manchester Financial
California
$184K -$393 -50 -0.2%
JF
330
Jump Financial
Illinois
$179K +$179K +22,837 New
IWN
331
Independent Wealth Network
Iowa
$176K +$12.2K +1,552 +7%
HIA
332
Harbor Investment Advisory
Maryland
$175K
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$175K +$28.6K +3,634 +19%
Envestnet Portfolio Solutions
334
Envestnet Portfolio Solutions
Illinois
$174K +$78.7K +10,012 +82%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$171K +$171K +17,075 New
WIA
336
World Investment Advisors
California
$171K +$10.5K +1,336 +7%
OPS
337
Orion Portfolio Solutions
Nebraska
$170K -$21.9K -2,787 -11%
BCI
338
Brinker Capital Investments
Pennsylvania
$170K -$21.9K -2,787 -11%
MFGM
339
Marshall Financial Group (Maryland)
Maryland
$161K +$5.79K +737 +4%
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$158K +$393 +50 +0.2%
FW
341
FullCircle Wealth
Texas
$157K
PCA
342
Pallas Capital Advisors
Massachusetts
$154K -$152K -13,903 -50%
SW
343
SteelPeak Wealth
California
$153K +$153K +19,465 New
VCP
344
Verus Capital Partners
Arizona
$149K +$149K +19,018 New
MCM
345
Mainstay Capital Management
Michigan
$149K
MFG
346
Merit Financial Group
Georgia
$148K +$6.07K +772 +4%
Credit Agricole
347
Credit Agricole
France
$146K -$128K -16,300 -47%
PCM
348
Pointe Capital Management
Michigan
$145K
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$145K -$89.9K -11,433 -38%
P
350
&Partners
Tennessee
$143K +$143K +18,177 New