We are live on ! Find out more
SOFI icon

SoFi Technologies

624 hedge funds and large institutions have $4.01B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 162 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 72

40% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 162

35% more capital invested

Capital invested by funds: $2.98B → $4.01B (+$1.03B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more call options, than puts

Call options by funds: $672M | Put options by funds: $596M

6% more funds holding

Funds holding: 590624 (+34)

4.81% more ownership

Funds ownership: 42.64%47.44% (+4.8%)

Holders
624
Holders Change
+34
Holders Change %
+5.76%
% of All Funds
8.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
110
Increased
226
Reduced
162
Closed
72
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
326
HB Wealth Management
Georgia
$200K +$169K +23,235 +1,060%
Wellington Management Group
327
Wellington Management Group
Massachusetts
$199K -$198K -27,281 -52%
EWM
328
Evercore Wealth Management
New York
$197K -$78.9K -10,849 -30%
PA
329
Probity Advisors
Texas
$193K +$2.22K +306 +1%
OIA
330
OneDigital Investment Advisors
Kansas
$193K +$41.1K +5,650 +30%
PWM
331
Prosperity Wealth Management
California
$187K +$173K +23,850 New
KPWS
332
Kestra Private Wealth Services
Texas
$186K -$17.1K -2,350 -9%
MF
333
Manchester Financial
California
$184K -$363 -50 -0.2%
JF
334
Jump Financial
Illinois
$179K +$166K +22,837 New
IWN
335
Independent Wealth Network
Iowa
$176K +$11.3K +1,552 +7%
HIA
336
Harbor Investment Advisory
Maryland
$175K
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$175K +$26.4K +3,634 +19%
Envestnet Portfolio Solutions
338
Envestnet Portfolio Solutions
Illinois
$174K +$72.8K +10,012 +82%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$171K +$124K +17,075 New
WIA
340
World Investment Advisors
California
$171K +$9.71K +1,336 +7%
BCI
341
Brinker Capital Investments
Pennsylvania
$170K -$20.3K -2,787 -11%
OPS
342
Orion Portfolio Solutions
Nebraska
$170K -$20.3K -2,787 -11%
MFGM
343
Marshall Financial Group (Maryland)
Maryland
$161K +$5.36K +737 +4%
CSPIA
344
Cary Street Partners Investment Advisory
Virginia
$158K +$363 +50 +0.2%
FW
345
FullCircle Wealth
Texas
$157K
PCA
346
Pallas Capital Advisors
Massachusetts
$154K -$101K -13,903 -50%
SW
347
SteelPeak Wealth
California
$153K +$141K +19,465 New
NAS
348
NWF Advisory Services
California
$153K
VCP
349
Verus Capital Partners
Arizona
$149K +$138K +19,018 New
MCM
350
Mainstay Capital Management
Michigan
$149K