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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
426
Jacobi Capital Management
Pennsylvania
$83.1K +$3.65K +500 +5%
WPC
427
Wedmont Private Capital
Pennsylvania
$82.5K -$12.8K -1,616 -13%
KA
428
KLCM Advisors
Wisconsin
$80.3K -$98.6K -13,500 -55%
KNW
429
Kesler Norman & Wride
Utah
$80.3K +$80.3K +11,000 New
TPWA
430
Twin Peaks Wealth Advisors
California
$80.3K
PCIA
431
Prime Capital Investment Advisors
Kansas
$79.5K -$13.1K -1,795 -14%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$79.5K +$79.5K +10,890 New
SG
433
StoneX Group
New York
$79.5K +$79.5K +10,884 New
EWM
434
Evercore Wealth Management
New York
$79.2K
SCM
435
Steele Capital Management
Iowa
$78.5K
GWM
436
Geneos Wealth Management
Colorado
$78.4K +$4.5K +617 +6%
QWM
437
Quadcap Wealth Management
Texas
$78K +$4.16K +570 +6%
WS
438
Wedbush Securities
California
$78K +$78K +10,700 New
MHR
439
Matthew Hamilton Rosenberg
$78K
MGIA
440
Moneta Group Investment Advisors
Missouri
$77.8K -$4.67K -640 -6%
SB
441
Strategic Blueprint
Georgia
$77.7K +$2.13K +292 +3%
MA
442
Modus Advisors
Minnesota
$77.5K +$77.5K +10,620 New
G
443
Gainplan
Michigan
$76.7K +$76.7K +10,502 New
QCM
444
Qsemble Capital Management
New York
$76.4K +$76.4K +10,460 New
SAF
445
Smith Anglin Financial
Texas
$75.2K
BW
446
Bison Wealth
Georgia
$74.8K +$74.8K +10,249 New
KIC
447
Kensington Investment Counsel
California
$74.3K +$74.3K +10,176 New
IF
448
Intrua Financial
Texas
$74.2K -$63.9K -8,750 -46%
YCM
449
Yousif Capital Management
Michigan
$73.2K +$73.2K +10,030 New
CCWM
450
Cassaday & Co Wealth Management
Virginia
$73K