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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Market Value Shares Shares
Change
Shares
Change %
ITFISA
401
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$99K 12,600 +12,600 New
PA
402
Procyon Advisors
Connecticut
$98.2K 12,497 +692 +6%
FA
403
Fermata Advisors
California
$98.1K 12,485 +1,000 +9%
MGIA
404
Moneta Group Investment Advisors
Missouri
$97.1K 12,348 +12,348 New
PG
405
Prostatis Group
Maryland
$95.9K 12,200
ODG
406
O'Dell Group
Ohio
$95.2K 12,108
TCA
407
Transcend Capital Advisors
New Jersey
$94.7K 12,048
MSFS
408
Main Street Financial Solutions
Pennsylvania
$94.5K 12,026 -946 -7%
MHR
409
Matthew Hamilton Rosenberg
$94.5K 12,026 +1,226 +11%
SWM
410
Silverlake Wealth Management
Vermont
$94.4K 12,006 +140 +1%
CW
411
CreativeOne Wealth
Kansas
$94.3K 12,001 +12,001 New
CHA
412
Cooper/Haims Advisors
New York
$93.5K 11,900 -375 -3%
GWMIA
413
Global Wealth Management Investment Advisory
Florida
$93.3K 11,870 +11,870 New
JWCA
414
J.W. Cole Advisors
Florida
$91.7K 11,664 -2,279 -16%
QWM
415
Quadcap Wealth Management
Texas
$91.2K 11,598
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$91.1K 11,584 +849 +8%
CD
417
Chapin Davis
Maryland
$90.6K 11,525 -3,000 -21%
BTI
418
Blue Trust Inc
Georgia
$89.9K 13,606 +5,504 +68%
FRM
419
Fox Run Management
Connecticut
$89.4K 11,368 -17,205 -60%
PTP
420
Platform Technology Partners
New York
$87.7K 11,155 +11,155 New
KA
421
KLCM Advisors
Wisconsin
$86.5K 11,000
KNW
422
Kesler Norman & Wride
Utah
$86.5K 11,000
OHWP
423
Oak Harbor Wealth Partners
North Carolina
$86.5K 11,000 +1,000 +10%
YCM
424
Yousif Capital Management
Michigan
$86K 10,940 +190 +2%
JCM
425
Jacobi Capital Management
Pennsylvania
$85.6K 10,890