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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
376
Zullo Investment Group
Pennsylvania
$120K -$12.8K -1,750 -10%
AFG
377
Albion Financial Group
Utah
$120K
RWA
378
Redhawk Wealth Advisors
Minnesota
$118K -$4.32K -592 -4%
RCM
379
Riverwood Capital Management
California
$117K
GSIAS
380
Garden State Investment Advisory Services
New Jersey
$115K +$5.98K +827 +5%
AL
381
Aspiriant LLC
California
$114K
GWMIA
382
Global Wealth Management Investment Advisory
Florida
$110K +$37.3K +5,116 +52%
VCM
383
Vivaldi Capital Management
Illinois
$110K
NWM
384
Northwest Wealth Management
Iowa
$110K +$36.5K +5,000 +50%
GAM
385
Gotham Asset Management
New York
$109K -$234 -32 -0.2%
MFG
386
MidWestOne Financial Group
Iowa
$109K +$11.5K +1,572 +12%
SG Americas Securities
387
SG Americas Securities
New York
$109K -$128K -17,418 -54%
CM
388
Caption Management
Oklahoma
$108K +$108K +14,797 New
BCV
389
Banque Cantonale Vaudoise
Switzerland
$107K +$14.8K +2,000 +16%
AC
390
Avestar Capital
New York
$106K
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$106K +$23.9K +3,274 +29%
CAI
392
Capital Advisors Inc
Oklahoma
$102K +$63.2K +19,700 +162%
VWA
393
Visionary Wealth Advisors
Illinois
$102K -$11K -1,500 -10%
BFG
394
Bleakley Financial Group
New Jersey
$102K +$20.2K +2,766 +25%
SW
395
Simplicity Wealth
New Jersey
$102K +$102K +13,959 New
TWC
396
TD Waterhouse Canada
Ontario, Canada
$101K +$38K +4,693 +60%
CHA
397
Cooper/Haims Advisors
New York
$101K +$2.01K +275 +2%
CA
398
Crewe Advisors
Utah
$101K +$101K +13,834 New
JWCA
399
J.W. Cole Advisors
Florida
$101K +$5.1K +700 +5%
T
400
TrueFG
Texas
$101K +$6.21K +850 +7%