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SoFi Technologies

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-12
Holders Change %
-2.01%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
401
Silverlake Wealth Management
Vermont
$78.4K +$78.4K +11,866 New
PA
402
Procyon Advisors
Connecticut
$78K -$661 -100 -0.8%
QWM
403
Quadcap Wealth Management
Texas
$76.7K +$6.03K +912 +9%
SCM
404
Steele Capital Management
Iowa
$76K +$4.96K +750 +7%
FA
405
Fermata Advisors
California
$75.9K +$75.9K +11,485 New
MA
406
Modus Advisors
Minnesota
$75.2K +$4.96K +750 +7%
BW
407
Bison Wealth
Georgia
$74.8K
NP
408
NorthRock Partners
Minnesota
$74.4K -$6.52K -987 -8%
WP
409
Wealthspan Partners
Iowa
$73.5K +$73.5K +11,116 New
BCV
410
Banque Cantonale Vaudoise
Switzerland
$73K -$23.2K -3,500 -24%
KNW
411
Kesler Norman & Wride
Utah
$72.7K
KA
412
KLCM Advisors
Wisconsin
$72.7K
JCM
413
Jacobi Capital Management
Pennsylvania
$72K -$3.31K -500 -4%
YCM
414
Yousif Capital Management
Michigan
$71.1K +$4.76K +720 +7%
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$71K +10,735 New
WWM
416
Wolff Wiese Magana
California
$70.4K -$381K -57,573 -84%
WHG
417
Westwood Holdings Group
Texas
$70.4K +$70.4K +10,646 New
AMG
418
Advisors Management Group
Wisconsin
$70K +$70K +10,651 New
MHR
419
Matthew Hamilton Rosenberg
$69.4K
SAF
420
Smith Anglin Financial
Texas
$69.4K +$1.32K +200 +2%
CCWM
421
Cassaday & Co Wealth Management
Virginia
$69.1K +$2.98K +450 +5%
OCBCO
422
Oversea-Chinese Banking Corp (OCBC)
Singapore
$69K +$69K +10,687 New
IEFM
423
IQ EQ Fund Management
Ireland
$68.6K +$68.6K +10,382 New
G
424
Gainplan
Michigan
$68.1K -$1.32K -200 -2%
Los Angeles Capital Management
425
Los Angeles Capital Management
California
$68K +$68K +10,293 New