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SoFi Technologies

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
Name Market Value Shares Shares
Change
Shares
Change %
EWM
351
Evercore Wealth Management
New York
$385K 25,000
Bessemer Group
352
Bessemer Group
New Jersey
$385K 25,000 +25,000 New
OIA
353
OneDigital Investment Advisors
Kansas
$380K 24,679 +181 +0.7%
SWA
354
Stratos Wealth Advisors
Ohio
$372K 24,184 -8,426 -26%
PNC Financial Services Group
355
PNC Financial Services Group
Pennsylvania
$370K 24,013 +1,740 +8%
GLA
356
Good Life Advisors
Pennsylvania
$368K 23,913 -2,878 -11%
MHS
357
M Holdings Securities
Oregon
$366K 23,795 +23,795 New
XT
358
XTX Topco
Cayman Islands
$364K 23,651 +23,651 New
Capstone Investment Advisors
359
Capstone Investment Advisors
New York
$362K 23,504 +23,504 New
MF
360
Manchester Financial
California
$360K 23,406
GVAG
361
Great Valley Advisor Group
Delaware
$360K 23,380 -51,892 -69%
CAM
362
Concorde Asset Management
Michigan
$356K 23,090 +6,245 +37%
PA
363
Probity Advisors
Texas
$353K 22,925 -1,645 -7%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$350K 22,742 +581 +3%
YIH
365
Y-Intercept (HK)
Hong Kong
$350K 22,711 -220,887 -91%
WIA
366
World Investment Advisors
California
$344K 22,330 +585 +3%
HIA
367
Harbor Investment Advisory
Maryland
$343K 22,300
OL
368
one8zero8 LLC
North Carolina
$340K 22,050 +22,050 New
CSP
369
Cary Street Partners
Virginia
$338K 21,977 +21,977 New
PVI
370
Pine Valley Investments
New Jersey
$338K 21,935 -11,100 -34%
Comerica Bank
371
Comerica Bank
Texas
$336K 21,841 -4,687 -18%
IWN
372
Independent Wealth Network
Iowa
$335K 21,764 -572 -3%
YCG
373
Yeomans Consulting Group
Georgia
$334K 21,684 +21,684 New
AFG
374
Atomi Financial Group
New York
$327K 21,220 -33,046 -61%
MAM
375
Meeder Asset Management
Ohio
$325K 21,115 +21,115 New