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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 %
IAA
351
Independent Advisor Alliance
North Carolina
$139K +$1.78K +226 +1%
FPAS
352
Focus Partners Advisor Solutions
Missouri
$139K +$7.59K +966 +6%
GWM
353
Geneos Wealth Management
Colorado
$138K +$59.6K +7,580 +76%
William Blair & Company
354
William Blair & Company
Illinois
$138K +$558 +71 +0.4%
AWM
355
AE Wealth Management
Kansas
$137K -$17K -2,160 -11%
SPA
356
Sherbrooke Park Advisers
New York
$137K +$137K +17,432 New
FIA
357
Foundations Investment Advisors
Arizona
$137K +$137K +17,424 New
B
358
Bensler
Washington
$135K -$12.2K -1,547 -8%
WP
359
Wealthspan Partners
Iowa
$135K +$47.2K +6,000 +54%
AAA
360
American Alpha Advisors
New York
$134K +$134K +17,000 New
CAM
361
Concorde Asset Management
Michigan
$132K -$15.9K -2,029 -11%
CL
362
Choreo LLC
Illinois
$131K +$10.7K +1,407 +9%
AWM
363
Axxcess Wealth Management
California
$130K -$68.4K -8,703 -35%
IEFM
364
IQ EQ Fund Management
Ireland
$130K +$47.9K +6,096 +59%
AFG
365
Albion Financial Group
Utah
$129K
VA
366
Vident Advisory
Georgia
$128K -$223K -28,396 -63%
WGC
367
Watts Gwilliam & Co
Arizona
$128K +$128K +15,247 New
T
368
TrueFG
Texas
$128K +$7.86K +1,000 +7%
RWA
369
Redhawk Wealth Advisors
Minnesota
$127K
FWP
370
FAS Wealth Partners
Kansas
$127K -$5.5K -700 -4%
RCM
371
Riverwood Capital Management
California
$126K
BRWA
372
B. Riley Wealth Advisors
Florida
$126K -$730K -92,926 -85%
VCM
373
Vivaldi Capital Management
Illinois
$124K
WPC
374
Wedmont Private Capital
Pennsylvania
$123K +$123K +14,829 New
GSIAS
375
Garden State Investment Advisory Services
New Jersey
$122K -$3.93K -500 -3%