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SoFi Technologies

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
CNWM
426
Clay Northam Wealth Management
California
$236K
EWA
427
Evolution Wealth Advisors
Florida
$235K +$235K +15,230 New
AWM
428
AE Wealth Management
Kansas
$231K -$37.6K -2,439 -14%
GAM
429
Gotham Asset Management
New York
$231K
BCG
430
Bravias Capital Group
New Jersey
$230K +$230K +14,550 New
TFS
431
Thoroughbred Financial Services
Tennessee
$228K +$228K +14,820 New
ITFISA
432
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$227K +$29.7K +1,900 +15%
CCM
433
Coldstream Capital Management
Washington
$226K +$44.1K +2,865 +24%
AC
434
Avestar Capital
New York
$225K
SAF
435
Smith Anglin Financial
Texas
$223K -$7.7K -500 -3%
HWM
436
HB Wealth Management
Georgia
$221K -$171K -11,102 -44%
TAM
437
Tucker Asset Management
Colorado
$220K +$200K +12,967 +966%
CCB
438
Cutter & Co Brokerage
Missouri
$219K +$3.08K +200 +1%
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$219K -$65.4K -4,248 -23%
SH
440
SLT Holdings
Arizona
$218K +$218K +14,163 New
HH
441
Hilltop Holdings
Texas
$218K +$57.7K +3,749 +36%
BFS
442
Burr Financial Services
California
$217K +$217K +14,090 New
PAS
443
Park Avenue Securities
New York
$216K -$12.1K -786 -5%
SI
444
Sava Infond
Slovenia
$216K +$216K +14,000 New
GFPC
445
Global Financial Private Client
Florida
$214K -$539 -35 -0.3%
GSIAS
446
Garden State Investment Advisory Services
New Jersey
$213K -$25.8K -1,675 -11%
FW
447
FullCircle Wealth
Texas
$211K -$2.04K -134 -1%
WFAG
448
Worth Financial Advisory Group
North Carolina
$210K -$2.31K -150 -1%
ONB
449
Old National Bancorp
Indiana
$209K +$209K +13,593 New
MFA
450
Mayflower Financial Advisors
Massachusetts
$209K +$209K +13,565 New