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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Market Value Shares Shares
Change
Shares
Change %
MAS
426
Meeder Advisory Services
Ohio
$85.3K 10,852 +10,852 New
GC
427
Guggenheim Capital
Illinois
$85.2K 10,843 +10,843 New
MA
428
Modus Advisors
Minnesota
$84.5K 10,745 -625 -5%
AMG
429
Advisors Management Group
Wisconsin
$84K 10,651
WWM
430
Wolff Wiese Magana
California
$83.7K 10,655
PIA
431
Panoramic Investment Advisors
Colorado
$83.7K 10,650 +10,650 New
WHG
432
Westwood Holdings Group
Texas
$83.7K 10,646
CI
433
Cigna Investments
Connecticut
$83K 10,578 +10,578 New
BWP
434
Balboa Wealth Partners
Arizona
$82.1K 10,450 +10,450 New
HH
435
Hilltop Holdings
Texas
$81.7K 10,400 -2,825 -21%
WFPG
436
Waller Financial Planning Group
Ohio
$81.2K 10,327 +52 +0.5%
Brown Advisory
437
Brown Advisory
Maryland
$80.6K 10,255 -17,948 -64%
CAI
438
Capital Advisors Inc
Oklahoma
$80.6K 10,250 -1,846 -15%
GWANC
439
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.1K 10,188 -3,931 -28%
EWA
440
EverSource Wealth Advisors
Alabama
$80K 10,184 -1,754 -15%
HIC
441
Hartline Investment Corp
Illinois
$79.4K 10,107 -21,139 -68%
SB
442
Strategic Blueprint
Georgia
$79.1K 10,068 -62 -0.6%
AW
443
Avion Wealth
Texas
$79K 10,073 +10,000 +13,699%
CCWM
444
Cassaday & Co Wealth Management
Virginia
$78.6K 10,000 -450 -4%
KWM
445
Keebeck Wealth Management
Illinois
$78.6K 10,000
Lazard Asset Management
446
Lazard Asset Management
New York
$78K 10,110 -151 -1%
TFM
447
TFC Financial Management
Massachusetts
$76.8K 9,768 +311 +3%
CF
448
Corebridge Financial
Texas
$75.3K 9,585 -317 -3%
NS
449
NBC Securities
Alabama
$75K 9,581 +1,081 +13%
HNB
450
Huntington National Bank
Ohio
$69.6K 8,856 +7,222 +442%