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SoFi Technologies

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M
Name Market Value Shares Shares
Change
Shares
Change %
SCM
401
Steele Capital Management
Iowa
$107K 10,750 +10,750 New
IWC
402
Integrated Wealth Concepts
Massachusetts
$106K 10,605 -310 -3%
WCM
403
Washburn Capital Management
Florida
$104K 10,500 +10,500 New
SB
404
Strategic Blueprint
Georgia
$103K 10,354 +118 +1%
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$103K 10,371 +10,371 New
Chevy Chase Trust
406
Chevy Chase Trust
Maryland
$103K 10,346
WPC
407
Wedmont Private Capital
Pennsylvania
$103K 12,068 +1,411 +13%
SAF
408
Smith Anglin Financial
Texas
$102K 10,300 -1,250 -11%
WE
409
Wealth Effects
Massachusetts
$102K 10,300 +10,300 New
GWM
410
Geneos Wealth Management
Colorado
$101K 10,125 +2,900 +40%
QWM
411
Quadcap Wealth Management
Texas
$101K 10,116 +10,116 New
BFS
412
Burr Financial Services
California
$99.9K 13,900 +13,900 New
CA
413
Continuum Advisory
Idaho
$99.7K 10,025 +25 +0.3%
CCWM
414
Cassaday & Co Wealth Management
Virginia
$99.5K 10,000
NWM
415
Northwest Wealth Management
Iowa
$99.5K 10,000
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$98.6K 9,912 -568 -5%
Russell Investments Group
417
Russell Investments Group
United Kingdom
$98.4K 9,892 -39,361 -80%
TRCT
418
Tower Research Capital (TRC)
New York
$95.5K 9,596 +1,034 +12%
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$95K 9,594 +9,594 New
TFM
420
TFC Financial Management
Massachusetts
$94.1K 9,457
NRG
421
Nemes Rush Group
Michigan
$88.5K 8,894 -705 -7%
NS
422
NBC Securities
Alabama
$86K 8,725 +1,000 +13%
ACA
423
Atlas Capital Advisors
Wyoming
$81.6K 8,205 -1,545 -16%
GPFA
424
Game Plan Financial Advisors
Ohio
$79.1K 7,950 +7,950 New
TWC
425
TD Waterhouse Canada
Ontario, Canada
$77.7K 7,823