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SoFi Technologies
SOFI

Overview Fund Activity

694 hedge funds and large institutions have $8.05B invested in SoFi Technologies in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 209 increasing their positions, 220 reducing their positions, and 77 closing their positions.

Holders
694
Holders Change
+77
Holders Change %
+12.48%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
164
Increased
209
Reduced
220
Closed
77
Calls
$1.78B
Puts
$1.62B
Net Calls
+$162M
Net Calls Change
+$86.3M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$482M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$300M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$244M
4
UBS Group
4
UBS Group
Switzerland
$193M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.51B

Top Sellers

1
SLG
1
Silver Lake Group
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$220M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.63M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.5M
5
Millennium Management
5
Millennium Management
New York
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KFSN
401
Keystone Financial Services (Nebraska)
Nebraska
$275K 17,856 +17,856 New
CA
402
Calton & Associates
Florida
$275K 17,850 -22,590 -56%
PRS
403
Pinkerton Retirement Specialists
Idaho
$274K 17,786 +17,786 New
MCM
404
Moore Capital Management
New York
$270K 17,530 +17,530 New
FIA
405
Foundations Investment Advisors
Arizona
$269K 17,475 +51 +0.3%
CAS
406
CTC Alternative Strategies
Illinois
$265K 17,212 +17,212 New
CIBC World Market
407
CIBC World Market
Ontario, Canada
$265K 17,220 +17,220 New
IAA
408
Independent Advisor Alliance
North Carolina
$265K 17,186 -533 -3%
KPWS
409
Kestra Private Wealth Services
Texas
$265K 17,181 -6,500 -27%
B
410
Bensler
Washington
$264K 17,140 -43 -0.3%
DWM
411
Diversify Wealth Management
Utah
$264K 18,645 -19,699 -51%
TSS
412
Two Sigma Securities
New York
$262K 17,031 -66,541 -80%
CA
413
CoreCap Advisors
Michigan
$260K 16,889 +8,677 +106%
WPC
414
Wedmont Private Capital
Pennsylvania
$259K 18,315 +3,486 +24%
NDSI
415
Newman Dignan & Sheerar Inc
Rhode Island
$258K 16,773 -1,600 -9%
MAS
416
Meeder Advisory Services
Ohio
$255K 16,549 +5,697 +52%
RIA
417
Regal Investment Advisors
Michigan
$255K 16,548 +16,548 New
MS
418
Maven Securities
Jersey
$254K 16,500 +16,500 New
AFG
419
Albion Financial Group
Utah
$253K 16,415 – –
CFG
420
Cooper Financial Group
California
$253K 16,406 +1,443 +10%
T
421
TrueFG
Texas
$251K 16,300 – –
RWA
422
Redhawk Wealth Advisors
Minnesota
$250K 16,202 – –
FWP
423
FAS Wealth Partners
Kansas
$244K 15,820 -300 -2%
NWM
424
Northwest Wealth Management
Iowa
$240K 15,599 +293 +2%
Nomura Holdings
425
Nomura Holdings
Japan
$240K 15,598 +15,598 New
15 16
17
18 19