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SoFi Technologies

624 hedge funds and large institutions have $4.01B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 162 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 72

40% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 162

35% more capital invested

Capital invested by funds: $2.98B → $4.01B (+$1.03B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more call options, than puts

Call options by funds: $672M | Put options by funds: $596M

6% more funds holding

Funds holding: 590624 (+34)

4.81% more ownership

Funds ownership: 42.64%47.44% (+4.8%)

Holders
624
Holders Change
+34
Holders Change %
+5.76%
% of All Funds
8.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
110
Increased
226
Reduced
162
Closed
72
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
401
Raymond James Trust
Florida
$104K -$8.39K -1,155 -8%
BP
402
Ballentine Partners
Massachusetts
$104K -$6.83K -940 -7%
MAG
403
Mayfair Advisory Group
Alabama
$102K +$88.6K +12,185 New
TWC
404
TD Waterhouse Canada
Ontario, Canada
$101K -$7.27K -1,000 -7%
KFSC
405
Keystone Financial Services (Colorado)
Colorado
$99.2K +$91.7K +12,622 New
PAS
406
Point72 Asia (Singapore)
Singapore
$99.1K +$91.7K +12,612 New
ITFISA
407
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$99K +$91.6K +12,600 New
PA
408
Procyon Advisors
Connecticut
$98.2K +$5.03K +692 +6%
FA
409
Fermata Advisors
California
$98.1K +$7.27K +1,000 +9%
MGIA
410
Moneta Group Investment Advisors
Missouri
$97.1K +$89.8K +12,348 New
PG
411
Prostatis Group
Maryland
$95.9K
ODG
412
O'Dell Group
Ohio
$95.2K
TCA
413
Transcend Capital Advisors
New Jersey
$94.7K
MSFS
414
Main Street Financial Solutions
Pennsylvania
$94.5K -$6.88K -946 -7%
MHR
415
Matthew Hamilton Rosenberg
$94.5K +$8.91K +1,226 +11%
SWM
416
Silverlake Wealth Management
Vermont
$94.4K +$1.02K +140 +1%
CW
417
CreativeOne Wealth
Kansas
$94.3K +$87.2K +12,001 New
CHA
418
Cooper/Haims Advisors
New York
$93.5K -$2.73K -375 -3%
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$93.3K +$86.3K +11,870 New
JWCA
420
J.W. Cole Advisors
Florida
$91.7K -$16.6K -2,279 -16%
QWM
421
Quadcap Wealth Management
Texas
$91.2K
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$6.17K +849 +8%
CD
423
Chapin Davis
Maryland
$90.6K -$21.8K -3,000 -21%
BTI
424
Blue Trust Inc
Georgia
$89.9K +$40K +5,504 +68%
FRM
425
Fox Run Management
Connecticut
$89.4K -$125K -17,205 -60%