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SoFi Technologies

694 hedge funds and large institutions have $8.05B invested in SoFi Technologies in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 209 increasing their positions, 220 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+77
Holders Change %
+12.48%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
164
Increased
209
Reduced
220
Closed
77
Calls
$1.78B
Puts
$1.62B
Net Calls
+$162M
Net Calls Change
+$86.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CLA
376
Carnegie Lake Advisors
New Jersey
$325K -$68.5K -4,450 -17%
PWM
377
Prosperity Wealth Management
California
$324K -$43.1K -2,800 -12%
Federated Hermes
378
Federated Hermes
Pennsylvania
$323K +$323K +21,000 New
HT
379
HAP Trading
New York
$318K +$318K +20,642 New
FPAS
380
Focus Partners Advisor Solutions
Missouri
$317K +$44.8K +2,912 +17%
QCM
381
Qsemble Capital Management
New York
$313K -$1.51M -97,964 -83%
S
382
SignatureFD
Georgia
$312K -$148K -9,584 -32%
CL
383
Choreo LLC
Illinois
$310K +$42K +2,696 +16%
MFGM
384
Marshall Financial Group (Maryland)
Maryland
$309K -$7.44K -483 -2%
CCWM
385
Cassaday & Co Wealth Management
Virginia
$306K +$152K +9,900 +99%
WP
386
Wealthspan Partners
Iowa
$304K +$40.7K +2,645 +15%
TRCT
387
Tower Research Capital (TRC)
New York
$303K +$173K +11,212 +133%
Lazard Asset Management
388
Lazard Asset Management
New York
$301K +$146K +9,539 +94%
VCP
389
Verus Capital Partners
Arizona
$298K +$5.58K +362 +2%
APW
390
Axim Planning & Wealth
Ohio
$297K -$210K -13,606 -41%
DS
391
DRW Securities
Illinois
$294K +$294K +19,080 New
MCM
392
Mainstay Capital Management
Michigan
$289K -$2.17K -141 -0.7%
MCP
393
Mirador Capital Partners
California
$286K +$286K +18,601 New
PCM
394
Pointe Capital Management
Michigan
$285K
WMA
395
West Michigan Advisors
Michigan
$284K +$284K +18,438 New
CFM
396
Catalyst Funds Management
Australia
$282K +$282K +18,300 New
BAM
397
Belpointe Asset Management
Nevada
$280K -$1.38K -173 -0.5%
AIM
398
Aigen Investment Management
New York
$278K +$278K +18,076 New
P
399
&Partners
Tennessee
$278K +$7.95K +536 +3%
BWP
400
Balboa Wealth Partners
Arizona
$277K +$116K +7,547 +72%