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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
MFG
351
Merit Financial Group
Georgia
$148K +$5.61K +772 +4%
Credit Agricole
352
Credit Agricole
France
$146K -$118K -16,300 -47%
PCM
353
Pointe Capital Management
Michigan
$145K
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$145K -$83.1K -11,433 -38%
P
355
&Partners
Tennessee
$143K +$132K +18,177 New
IAA
356
Independent Advisor Alliance
North Carolina
$139K +$1.64K +226 +1%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$139K +$7.02K +966 +6%
GWM
358
Geneos Wealth Management
Colorado
$138K +$55.1K +7,580 +76%
William Blair & Company
359
William Blair & Company
Illinois
$138K +$516 +71 +0.4%
AWM
360
AE Wealth Management
Kansas
$137K -$15.7K -2,160 -11%
SPA
361
Sherbrooke Park Advisers
New York
$137K +$127K +17,432 New
FIA
362
Foundations Investment Advisors
Arizona
$137K +$127K +17,424 New
B
363
Bensler
Washington
$135K -$11.2K -1,547 -8%
WP
364
Wealthspan Partners
Iowa
$135K +$43.6K +6,000 +54%
AAA
365
American Alpha Advisors
New York
$134K +$124K +17,000 New
CAM
366
Concorde Asset Management
Michigan
$132K -$14.7K -2,029 -11%
CL
367
Choreo LLC
Illinois
$131K +$10.2K +1,407 +9%
AWM
368
Axxcess Wealth Management
California
$130K -$63.3K -8,703 -35%
IEFM
369
IQ EQ Fund Management
Ireland
$130K +$44.3K +6,096 +59%
AFG
370
Albion Financial Group
Utah
$129K
VA
371
Vident Advisory
Georgia
$128K -$206K -28,396 -63%
WGC
372
Watts Gwilliam & Co
Arizona
$128K +$111K +15,247 New
T
373
TrueFG
Texas
$128K +$7.27K +1,000 +7%
RWA
374
Redhawk Wealth Advisors
Minnesota
$127K
FWP
375
FAS Wealth Partners
Kansas
$127K -$5.09K -700 -4%