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SoFi Technologies

590 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 245 increasing their positions, 157 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 157

24% more call options, than puts

Call options by funds: $626M | Put options by funds: $504M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

2% less funds holding

Funds holding: 602590 (-12)

2.63% less ownership

Funds ownership: 45.27%42.64% (-2.6%)

8% less capital invested

Capital invested by funds: $3.23B → $2.98B (-$245M)

Holders
590
Holders Change
-12
Holders Change %
-1.99%
% 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
80
Increased
245
Reduced
157
Closed
82
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
401
Transcend Capital Advisors
New Jersey
$79.6K
TPWA
402
Twin Peaks Wealth Advisors
California
$79.3K +$7.05K +1,000 +9%
SAG
403
SageView Advisory Group
California
$78.6K +$69.1K +9,795 +467%
SWM
404
Silverlake Wealth Management
Vermont
$78.4K +$83.7K +11,866 New
PA
405
Procyon Advisors
Connecticut
$78K -$705 -100 -0.8%
QWM
406
Quadcap Wealth Management
Texas
$76.7K +$6.43K +912 +9%
SCM
407
Steele Capital Management
Iowa
$76K +$5.29K +750 +7%
FA
408
Fermata Advisors
California
$75.9K +$81K +11,485 New
MA
409
Modus Advisors
Minnesota
$75.2K +$5.29K +750 +7%
BW
410
Bison Wealth
Georgia
$74.8K
NP
411
NorthRock Partners
Minnesota
$74.4K -$6.96K -987 -8%
WP
412
Wealthspan Partners
Iowa
$73.5K +$78.4K +11,116 New
BCV
413
Banque Cantonale Vaudoise
Switzerland
$73K -$24.7K -3,500 -24%
KNW
414
Kesler Norman & Wride
Utah
$72.7K
KA
415
KLCM Advisors
Wisconsin
$72.7K
JCM
416
Jacobi Capital Management
Pennsylvania
$72K -$3.53K -500 -4%
YCM
417
Yousif Capital Management
Michigan
$71.1K +$5.08K +720 +7%
PFGIA
418
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$75.7K +10,735 New
WWM
419
Wolff Wiese Magana
California
$70.4K -$406K -57,573 -84%
WHG
420
Westwood Holdings Group
Texas
$70.4K +$75.1K +10,646 New
AMG
421
Advisors Management Group
Wisconsin
$70K +$75.1K +10,651 New
MHR
422
Matthew Hamilton Rosenberg
$69.4K
SAF
423
Smith Anglin Financial
Texas
$69.4K +$1.41K +200 +2%
CCWM
424
Cassaday & Co Wealth Management
Virginia
$69.1K +$3.17K +450 +5%
OCBCO
425
Oversea-Chinese Banking Corp (OCBC)
Singapore
$69K +$75.4K +10,687 New