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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
401
Independent Advisor Alliance
North Carolina
$99.4K -$57.9K -7,932 -37%
CD
402
Chapin Davis
Maryland
$98.7K +$2.19K +300 +2%
IIA
403
IPG Investment Advisors
California
$98.6K +$98.6K +13,500 New
BFS
404
Burr Financial Services
California
$98.1K
WFAG
405
Worth Financial Advisory Group
North Carolina
$97.9K +$1.1K +150 +1%
TCM
406
Teza Capital Management
Illinois
$97.9K -$361K -49,507 -79%
Chevy Chase Trust
407
Chevy Chase Trust
Maryland
$97.3K +$21.8K +2,989 +29%
KWM
408
Kingsview Wealth Management
Oregon
$97.1K +$97.1K +13,307 New
BP
409
Ballentine Partners
Massachusetts
$96K +$6.15K +842 +7%
MSFS
410
Main Street Financial Solutions
Pennsylvania
$93.7K +$1.64K +224 +2%
GFPC
411
Global Financial Private Client
Florida
$93.3K +$7.28K +1,008 +8%
NRD
412
Nebula Research & Development
New York
$92.6K -$185K -25,335 -67%
TFS
413
Thoroughbred Financial Services
Tennessee
$91K +$91K +12,550 New
EWA
414
EverSource Wealth Advisors
Alabama
$90.4K +$7.92K +1,168 +10%
BWP
415
Balboa Wealth Partners
Arizona
$89.6K -$9.86K -1,350 -10%
IAS
416
Insigneo Advisory Services
Florida
$89.4K -$7.37K -1,010 -8%
NP
417
NorthRock Partners
Minnesota
$89.4K +$89.4K +12,245 New
MFGM
418
Marshall Financial Group (Maryland)
Maryland
$89.2K +$89.2K +12,224 New
PG
419
Prostatis Group
Maryland
$89.1K
ODG
420
O'Dell Group
Ohio
$88.4K
TCA
421
Transcend Capital Advisors
New Jersey
$88K
CF
422
Cantor Fitzgerald
New York
$87.6K -$5.07K -695 -5%
PA
423
Procyon Advisors
Connecticut
$86.9K +$4.53K +620 +5%
CNWM
424
Clay Northam Wealth Management
California
$83.8K +$83.8K +11,478 New
KCM
425
KRS Capital Management
Michigan
$83.4K +$83.4K +11,420 New