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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
376
Coldstream Capital Management
Washington
$121K +$121K +11,826 New
CNWM
377
Clay Northam Wealth Management
California
$121K
NWM
378
Northwest Wealth Management
Iowa
$120K +$2.41K +306 +2%
AF
379
Allworth Financial
California
$119K +$27K +3,440 +29%
FFWM
380
Future Financial Wealth Management
Ohio
$119K +$119K +15,110 New
SAF
381
Smith Anglin Financial
Texas
$118K +$35.4K +4,500 +43%
GAM
382
Gotham Asset Management
New York
$118K
CFG
383
Cooper Financial Group
California
$118K +$118K +14,963 New
PAS
384
Park Avenue Securities
New York
$116K +$36K +4,592 +45%
AC
385
Avestar Capital
New York
$115K
AWM
386
Accurate Wealth Management
Florida
$113K +$113K +11,090 New
VWA
387
Visionary Wealth Advisors
Illinois
$112K +$236 +30 +0.2%
PP
388
Paloma Partners
Connecticut
$111K +$111K +14,176 New
CA
389
Crewe Advisors
Utah
$111K +$212 +27 +0.2%
CCB
390
Cutter & Co Brokerage
Missouri
$110K
GFPC
391
Global Financial Private Client
Florida
$109K
ICP
392
Interchange Capital Partners
Pennsylvania
$109K -$66.9K -8,514 -38%
MLIC
393
Mandatum Life Insurance Company
Finland
$109K +$109K +13,872 New
WFAG
394
Worth Financial Advisory Group
North Carolina
$108K +$2.75K +350 +3%
RJT
395
Raymond James Trust
Florida
$104K -$9.08K -1,155 -8%
BP
396
Ballentine Partners
Massachusetts
$104K -$7.39K -940 -7%
MAG
397
Mayfair Advisory Group
Alabama
$102K +$102K +12,185 New
TWC
398
TD Waterhouse Canada
Ontario, Canada
$101K -$7.62K -1,000 -7%
KFSC
399
Keystone Financial Services (Colorado)
Colorado
$99.2K +$99.2K +12,622 New
PAS
400
Point72 Asia (Singapore)
Singapore
$99.1K +$99.1K +12,612 New