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SoFi Technologies

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCV
376
Banque Cantonale Vaudoise
Switzerland
$125K
EC
377
EntryPoint Capital
New York
$123K +$123K +12,332 New
BP
378
Ballentine Partners
Massachusetts
$123K +$1.68K +169 +1%
PG
379
Prostatis Group
Maryland
$121K
CLOS
380
Compagnie Lombard Odier SCmA
Switzerland
$121K +$21.9K +2,200 +22%
CAI
381
Capital Advisors Inc
Oklahoma
$121K
EWA
382
EverSource Wealth Advisors
Alabama
$121K -$249 -25 -0.2%
ODG
383
O'Dell Group
Ohio
$120K
TCA
384
Transcend Capital Advisors
New Jersey
$120K
SEM
385
Suncoast Equity Management
Florida
$119K
GFPC
386
Global Financial Private Client
Florida
$119K +$43.1K +4,330 +57%
AWM
387
Apollon Wealth Management
South Carolina
$115K +$8.75K +879 +8%
XWM
388
Xcel Wealth Management
Florida
$112K
MGIA
389
Moneta Group Investment Advisors
Missouri
$112K +$836 +84 +0.7%
PA
390
Procyon Advisors
Connecticut
$112K -$7.76K -780 -6%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$112K +$1.28K +129 +1%
SS
392
Simplicity Solutions
Minnesota
$111K -$61.6K -6,192 -36%
BFG
393
Bleakley Financial Group
New Jersey
$111K -$61.6K -6,192 -36%
KFP
394
KMG Fiduciary Partners
Ohio
$110K +$110K +11,094 New
HSBC Holdings
395
HSBC Holdings
United Kingdom
$110K +$110K +11,063 New
TPWA
396
Twin Peaks Wealth Advisors
California
$109K +$109K +10,997 New
JCM
397
Jacobi Capital Management
Pennsylvania
$108K
EWM
398
Evercore Wealth Management
New York
$108K
EP
399
Edgestream Partners
New Jersey
$108K +$108K +10,805 New
MHR
400
Matthew Hamilton Rosenberg
$107K