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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
PTP
426
Platform Technology Partners
New York
$87.7K +$81.1K +11,155 New
KNW
427
Kesler Norman & Wride
Utah
$86.5K
KA
428
KLCM Advisors
Wisconsin
$86.5K
OHWP
429
Oak Harbor Wealth Partners
North Carolina
$86.5K +$7.27K +1,000 +10%
YCM
430
Yousif Capital Management
Michigan
$86K +$1.38K +190 +2%
JCM
431
Jacobi Capital Management
Pennsylvania
$85.6K
MAS
432
Meeder Advisory Services
Ohio
$85.3K +$78.9K +10,852 New
GC
433
Guggenheim Capital
Illinois
$85.2K +$78.8K +10,843 New
MA
434
Modus Advisors
Minnesota
$84.5K -$4.54K -625 -5%
AMG
435
Advisors Management Group
Wisconsin
$84K
WWM
436
Wolff Wiese Magana
California
$83.7K
PIA
437
Panoramic Investment Advisors
Colorado
$83.7K +$77.4K +10,650 New
WHG
438
Westwood Holdings Group
Texas
$83.7K
CI
439
Cigna Investments
Connecticut
$83K +$76.9K +10,578 New
BWP
440
Balboa Wealth Partners
Arizona
$82.1K +$76K +10,450 New
HH
441
Hilltop Holdings
Texas
$81.7K -$20.5K -2,825 -21%
WFPG
442
Waller Financial Planning Group
Ohio
$81.2K +$378 +52 +0.5%
Brown Advisory
443
Brown Advisory
Maryland
$80.6K -$130K -17,948 -64%
CAI
444
Capital Advisors Inc
Oklahoma
$80.6K -$13.4K -1,846 -15%
GWANC
445
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.1K -$28.6K -3,931 -28%
EWA
446
EverSource Wealth Advisors
Alabama
$80K -$12.7K -1,754 -15%
HIC
447
Hartline Investment Corp
Illinois
$79.4K -$154K -21,139 -68%
SB
448
Strategic Blueprint
Georgia
$79.1K -$451 -62 -0.6%
AW
449
Avion Wealth
Texas
$79K +$72.7K +10,000 +13,699%
CCWM
450
Cassaday & Co Wealth Management
Virginia
$78.6K -$3.27K -450 -4%