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SoFi Technologies

624 hedge funds and large institutions have $4.01B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 162 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 72

40% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 162

35% more capital invested

Capital invested by funds: $2.98B → $4.01B (+$1.03B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more call options, than puts

Call options by funds: $672M | Put options by funds: $596M

6% more funds holding

Funds holding: 590624 (+34)

4.81% more ownership

Funds ownership: 42.64%47.44% (+4.8%)

Holders
624
Holders Change
+34
Holders Change %
+5.76%
% of All Funds
8.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
110
Increased
226
Reduced
162
Closed
72
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
376
Riverwood Capital Management
California
$126K
BRWA
377
B. Riley Wealth Advisors
Florida
$126K -$675K -92,926 -85%
VCM
378
Vivaldi Capital Management
Illinois
$124K
WPC
379
Wedmont Private Capital
Pennsylvania
$123K +$108K +14,829 New
GSIAS
380
Garden State Investment Advisory Services
New Jersey
$122K -$3.63K -500 -3%
CCM
381
Coldstream Capital Management
Washington
$121K +$86K +11,826 New
CNWM
382
Clay Northam Wealth Management
California
$121K
NWM
383
Northwest Wealth Management
Iowa
$120K +$2.22K +306 +2%
AF
384
Allworth Financial
California
$119K +$25K +3,440 +29%
FFWM
385
Future Financial Wealth Management
Ohio
$119K +$110K +15,110 New
SAF
386
Smith Anglin Financial
Texas
$118K +$32.7K +4,500 +43%
GAM
387
Gotham Asset Management
New York
$118K
CFG
388
Cooper Financial Group
California
$118K +$109K +14,963 New
PAS
389
Park Avenue Securities
New York
$116K +$33.4K +4,592 +45%
AC
390
Avestar Capital
New York
$115K
AWM
391
Accurate Wealth Management
Florida
$113K +$80.6K +11,090 New
VWA
392
Visionary Wealth Advisors
Illinois
$112K +$218 +30 +0.2%
PP
393
Paloma Partners
Connecticut
$111K +$103K +14,176 New
DB
394
Danske Bank
Denmark
$111K +$102K +14,100 New
CA
395
Crewe Advisors
Utah
$111K +$196 +27 +0.2%
CCB
396
Cutter & Co Brokerage
Missouri
$110K
GFPC
397
Global Financial Private Client
Florida
$109K
ICP
398
Interchange Capital Partners
Pennsylvania
$109K -$61.9K -8,514 -38%
MLIC
399
Mandatum Life Insurance Company
Finland
$109K +$101K +13,872 New
WFAG
400
Worth Financial Advisory Group
North Carolina
$108K +$2.54K +350 +3%