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SoFi Technologies

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-12
Holders Change %
-2.01%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
376
Guardian Wealth Advisors (North Carolina)
North Carolina
$93.3K +$93.3K +14,119 New
CA
377
Crewe Advisors
Utah
$92.8K +$1.32K +200 +1%
CCB
378
Cutter & Co Brokerage
Missouri
$92.5K +$92.5K +14,000 New
JWCA
379
J.W. Cole Advisors
Florida
$92.2K +$780 +118 +0.9%
GFPC
380
Global Financial Private Client
Florida
$92.1K +$6.64K +1,004 +8%
TWC
381
TD Waterhouse Canada
Ontario, Canada
$91.4K +$10.9K +1,696 +14%
DT
382
Diversified Trust
Tennessee
$91.2K -$76.2K -11,529 -46%
EWA
383
EverSource Wealth Advisors
Alabama
$90K -$10.5K -1,397 -10%
WFAG
384
Worth Financial Advisory Group
North Carolina
$88.6K
ODG
385
O'Dell Group
Ohio
$88.4K
AF
386
Allworth Financial
California
$87.8K +$21.9K +2,927 +33%
HH
387
Hilltop Holdings
Texas
$87.4K -$340K -51,450 -80%
RWMG
388
Redwood Wealth Management Group
New Jersey
$86.4K +$86.4K +13,066 New
MSFS
389
Main Street Financial Solutions
Pennsylvania
$85.7K +$866 +131 +1%
QL
390
Quarry LP
New York
$83.9K +$83.9K +12,694 New
BSW
391
Buckingham Strategic Wealth
Missouri
$82.2K -$28.5K -4,319 -26%
TCM
392
Teza Capital Management
Illinois
$82K -$6.59K -997 -7%
CHA
393
Cooper/Haims Advisors
New York
$81.1K -$10.6K -1,600 -12%
CIAS
394
Capital Investment Advisory Services
North Carolina
$81K +$81K +12,255 New
PG
395
Prostatis Group
Maryland
$80.6K
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$80.3K +$8.32K +1,259 +12%
CAI
397
Capital Advisors Inc
Oklahoma
$80K -$131K -19,800 -62%
TCA
398
Transcend Capital Advisors
New Jersey
$79.6K
TPWA
399
Twin Peaks Wealth Advisors
California
$79.3K +$6.61K +1,000 +9%
SAG
400
SageView Advisory Group
California
$78.6K +$64.7K +9,795 +467%