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SoFi Technologies
SOFI

Overview Fund Activity

694 hedge funds and large institutions have $8.05B invested in SoFi Technologies in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 209 increasing their positions, 220 reducing their positions, and 77 closing their positions.

Holders
694
Holders Change
+77
Holders Change %
+12.48%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
164
Increased
209
Reduced
220
Closed
77
Calls
$1.78B
Puts
$1.62B
Net Calls
+$162M
Net Calls Change
+$86.3M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$482M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$300M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$244M
4
UBS Group
4
UBS Group
Switzerland
$193M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.51B

Top Sellers

1
SLG
1
Silver Lake Group
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$220M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.63M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.5M
5
Millennium Management
5
Millennium Management
New York
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HCP
326
Hexagon Capital Partners
Arkansas
$477K 30,986 -6,102 -16%
VFA
327
Valeo Financial Advisors
Indiana
$470K 30,530 +2,354 +8%
PCA
328
Pallas Capital Advisors
Massachusetts
$465K 30,201 +16,084 +114%
CPM
329
Connective Portfolio Management
New York
$464K 30,120 +30,120 New
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$462K 29,997 +1,588 +6%
HIP
331
HUB Investment Partners
Texas
$459K 29,775 -1,334 -4%
National Bank of Canada
332
National Bank of Canada
Quebec, Canada
$457K 29,678 -43,284 -59%
AC
333
AXQ Capital
New Jersey
$457K 29,643 +29,643 New
TCM
334
Traynor Capital Management
Pennsylvania
$450K 29,242 -1,346 -4%
GA
335
Guerra Advisors
Florida
$445K 28,915 +28,915 New
SWM
336
SeaCrest Wealth Management
New York
$445K 28,892 +2,400 +9%
TWM
337
Trueblood Wealth Management
Ohio
$444K 28,824 – –
CAM
338
Creekmur Asset Management
Illinois
$442K 28,715 +28,319 +7,151%
1C
339
111 Capital
France
$438K 28,438 +28,438 New
FFS
340
Founders Financial Securities
Maryland
$428K 27,772 -788 -3%
IC
341
IEQ Capital
California
$420K 27,289 -5,303 -16%
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$413K 26,813 -21,868 -45%
NFSG
343
Newbridge Financial Services Group
Florida
$412K 26,727 -20,243 -43%
IEFM
344
IQ EQ Fund Management
Ireland
$408K 26,481 +10,003 +61%
MIM
345
MetLife Investment Management
New Jersey
$399K 25,937 +477 +2%
OTL
346
Oak Thistle LLC
New York
$396K 25,725 -9,962 -28%
William Blair & Company
347
William Blair & Company
Illinois
$389K 25,230 +7,730 +44%
CFS
348
Coordinated Financial Services
Colorado
$387K 25,100 +25,100 New
SPIA
349
Steward Partners Investment Advisory
New York
$386K 25,071 -6,400 -20%
CWC
350
Carolinas Wealth Consulting
North Carolina
$385K 25,000 -15,000 -38%
12 13
14
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