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SoFi Technologies
SOFI

Overview Fund Activity

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-12
Holders Change %
-2.01%
% 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
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$86.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$595M
3
BlackRock
3
BlackRock
New York
$300M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$42M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$20.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.62M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$25.5M
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
426
Stevens Capital Management
Pennsylvania
$68K +$68K +10,314 New
WFPG
427
Waller Financial Planning Group
Ohio
$67.9K +$67.9K +10,275 New
Lazard Asset Management
428
Lazard Asset Management
New York
$67K +$33K +5,053 +97%
PAS
429
Park Avenue Securities
New York
$67K +$67K +10,190 New
SB
430
Strategic Blueprint
Georgia
$67K -$3.41K -516 -5%
RB
431
Richmond Brothers
Michigan
$66.6K +$66.6K +10,083 New
GWM
432
Geneos Wealth Management
Colorado
$66.3K -$4.74K -717 -7%
TS
433
Tamar Securities
California
$66.3K +$66.3K +10,024 New
OHWP
434
Oak Harbor Wealth Partners
North Carolina
$66.1K -$66.1K -10,000 -50%
KWM
435
Keebeck Wealth Management
Illinois
$66.1K – – –
CF
436
Corebridge Financial
Texas
$65.5K +$65.5K +9,902 New
TFM
437
TFC Financial Management
Massachusetts
$62.5K – – –
BTI
438
Blue Trust Inc
Georgia
$59.1K +$52.5K +7,185 +784%
NRG
439
Nemes Rush Group
Michigan
$58.8K – – –
NS
440
NBC Securities
Alabama
$56K – – –
Asset Management One
441
Asset Management One
Japan
$52.4K +$813 +123 +2%
PTC
442
Private Trust Company
Ohio
$50.5K – – –
GPFA
443
Game Plan Financial Advisors
Ohio
$47.6K -$3.97K -600 -8%
CA
444
CoreCap Advisors
Michigan
$41.6K -$116K -17,580 -74%
VWWMG
445
Vermillion & White Wealth Management Group
Pennsylvania
$39.7K – – –
SFC
446
Strategic Financial Concepts
Texas
$39.5K +$39.5K +10,047 New
CM
447
Caption Management
Oklahoma
$38.3K -$59.5K -9,000 -61%
AAP
448
Arax Advisory Partners
Colorado
$38K +$9.58K +1,449 +34%
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$38K +$19.6K +2,945 +107%
FFO
450
Fortitude Family Office
Arizona
$36.6K -$8.01K -1,211 -18%
16 17
18
19 20