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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 %
OHWP
351
Oak Harbor Wealth Partners
North Carolina
$146K
CSPIA
352
Cary Street Partners Investment Advisory
Virginia
$146K +$36.5K +5,000 +33%
ICM
353
Ionic Capital Management
New York
$146K +$146K +20,000 New
FRM
354
Fox Run Management
Connecticut
$146K +$146K +19,932 New
PA
355
Probity Advisors
Texas
$144K +$39.1K +5,351 +37%
KBC Group
356
KBC Group
Belgium
$144K +$19.6K +2,675 +16%
DI
357
DDFG Inc
California
$141K
IC
358
IEQ Capital
California
$140K
ZB
359
Zions Bancorporation
Utah
$139K -$35.2K -4,826 -20%
WPW
360
Waldron Private Wealth
Pennsylvania
$137K +$137K +18,798 New
CA
361
Claro Advisors
Massachusetts
$137K +$2.17K +297 +2%
B
362
Bensler
Washington
$137K
MCM
363
Mainstay Capital Management
Michigan
$137K +$2.75K +376 +2%
MIM
364
MetLife Investment Management
New Jersey
$135K +$2.8K +384 +2%
TCM
365
Traynor Capital Management
Pennsylvania
$135K -$8.38K -1,148 -6%
PCM
366
Pointe Capital Management
Michigan
$135K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
367
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$135K +$135K +18,438 New
RIA
368
Regal Investment Advisors
Michigan
$135K -$12.7K -1,740 -9%
GC
369
Guggenheim Capital
Illinois
$134K +$134K +18,411 New
FPAS
370
Focus Partners Advisor Solutions
Missouri
$129K +$129K +17,656 New
AWM
371
AE Wealth Management
Kansas
$127K -$565K -77,345 -82%
OIA
372
OneDigital Investment Advisors
Kansas
$127K -$7.42K -1,016 -6%
WGC
373
Watts Gwilliam & Co
Arizona
$125K +$125K +16,697 New
FWP
374
FAS Wealth Partners
Kansas
$123K +$7.3K +1,000 +6%
BSW
375
Buckingham Strategic Wealth
Missouri
$122K +$27K +3,694 +28%