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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 %
William Blair & Company
351
William Blair & Company
Illinois
$115K -$34.3K -5,184 -23%
FWP
352
FAS Wealth Partners
Kansas
$111K
FPAS
353
Focus Partners Advisor Solutions
Missouri
$110K -$6.45K -976 -6%
AFG
354
Albion Financial Group
Utah
$109K
RWA
355
Redhawk Wealth Advisors
Minnesota
$107K +$99 +15 +0.1%
RCM
356
Riverwood Capital Management
California
$106K
GSIAS
357
Garden State Investment Advisory Services
New Jersey
$106K +$331 +50 +0.3%
USCWA
358
U.S. Capital Wealth Advisors
Texas
$105K +$105K +15,836 New
VCM
359
Vivaldi Capital Management
Illinois
$104K
TWP
360
Tempus Wealth Planning
California
$104K +$104K +15,786 New
IAS
361
Insigneo Advisory Services
Florida
$102K +$21.9K +3,349 +27%
CNWM
362
Clay Northam Wealth Management
California
$101K +$25.5K +3,858 +34%
T
363
TrueFG
Texas
$101K +$9.92K +1,500 +11%
CL
364
Choreo LLC
Illinois
$101K +$101K +15,750 New
MFG
365
MidWestOne Financial Group
Iowa
$99.8K +$833 +126 +0.8%
FW
366
FullCircle Wealth
Texas
$99.6K +$99.6K +14,034 New
NWM
367
Northwest Wealth Management
Iowa
$99.2K
KCPG
368
Kavar Capital Partners Group
Kansas
$99.2K +$99.2K +15,000 New
GAM
369
Gotham Asset Management
New York
$99.1K -$40 -6 -0%
AC
370
Avestar Capital
New York
$96.4K
CD
371
Chapin Davis
Maryland
$96K +$6.61K +1,000 +7%
PCM
372
Palisade Capital Management
New Jersey
$95.8K +$95.8K +14,500 New
RJT
373
Raymond James Trust
Florida
$95.2K +$95.2K +14,405 New
VWA
374
Visionary Wealth Advisors
Illinois
$94.2K +$1.73K +262 +2%
BP
375
Ballentine Partners
Massachusetts
$93.3K +$6.39K +967 +7%