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SoFi Technologies
SOFI

602 hedge funds and large institutions have $3.23B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 252 increasing their positions, 134 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 134

51% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 74

5% more funds holding

Funds holding: 571 → 602 (+31)

4.87% more ownership

Funds ownership: 40.39% → 45.27% (+4.9%)

3% more call options, than puts

Call options by funds: $607M | Put options by funds: $588M

16% less capital invested

Capital invested by funds: $3.85B → $3.23B (-$623M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
602
Holders Change
+31
Holders Change %
+5.43%
% 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
112
Increased
252
Reduced
134
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$113M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$68.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$58M
4
NAMA
Nikko Asset Management Americas
New York
+$54.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$54.6M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$115M
2
Two Sigma Investments
Two Sigma Investments
New York
-$87.7M
3
Morgan Stanley
Morgan Stanley
New York
-$51.4M
4
Millennium Management
Millennium Management
New York
-$39.8M
5
Goldman Sachs
Goldman Sachs
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
451
Intrua Financial
Texas
$74.2K -$69.5K -8,750 -46%
YCM
452
Yousif Capital Management
Michigan
$73.2K +$79.7K +10,030 New
CCWM
453
Cassaday & Co Wealth Management
Virginia
$73K – – –
KWM
454
Keebeck Wealth Management
Illinois
$73K +$79.4K +10,000 New
WWMSC
455
Wagner Wealth Management (South Carolina)
South Carolina
$73K +$79.4K +10,000 New
Daiwa Securities Group
456
Daiwa Securities Group
Japan
$71K -$5.05K -636 -6%
TFM
457
TFC Financial Management
Massachusetts
$69K – – –
NRG
458
Nemes Rush Group
Michigan
$64.9K – – –
AF
459
Allworth Financial
California
$64.4K +$36.8K +4,630 +111%
NS
460
NBC Securities
Alabama
$62K -$1.79K -225 -3%
ACA
461
Atlas Capital Advisors
Wyoming
$61.6K +$1.8K +227 +3%
SSB
462
Sandy Spring Bank
Maryland
$59.2K +$7.15K +900 +12%
AIG
463
American International Group
New York
$57.2K +$1.25K +157 +2%
GPFA
464
Game Plan Financial Advisors
Ohio
$56.9K -$1.19K -150 -2%
Asset Management One
465
Asset Management One
Japan
$56.9K +$10.9K +1,376 +21%
PTC
466
Private Trust Company
Ohio
$55.8K – – –
FFO
467
Fortitude Family Office
Arizona
$49.3K +$6.07K +764 +13%
VWWMG
468
Vermillion & White Wealth Management Group
Pennsylvania
$43.8K +$15.9K +2,000 +50%
PA
469
Parallel Advisors
California
$41.6K +$12.6K +1,581 +38%
AA
470
Ancora Advisors
Ohio
$39.4K -$2.12K -267 -5%
DekaBank Deutsche Girozentrale
471
DekaBank Deutsche Girozentrale
Germany
$38K -$85.4K -10,750 -68%
FFWM
472
Future Financial Wealth Management
Ohio
$37.3K +$40.6K +5,110 New
Lazard Asset Management
473
Lazard Asset Management
New York
$37K +$183 +23 +0.4%
CB
474
CNB Bank
Pennsylvania
$36.5K – – –
NC
475
NewSquare Capital
Pennsylvania
$36.5K – – –
17 18
19
20 21

SOFI Hedge Fund Activity: Q1 2024 in Review

602 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2024, worth a combined $3.23B — down 16% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SOFI positions and 74 closed out — a net gain of 38 holders — while 252 added to existing stakes and 134 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $113M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $115M sold.

  • 602 institutional investors held SoFi Technologies (SOFI) as of Q1 2024, up from 571 in Q4 2023.
  • Funds reported $3.23B of SoFi Technologies stock for Q1 2024, down 16% quarter-over-quarter.
  • 112 funds opened new SoFi Technologies positions in Q1 2024 and 74 closed out, a net change of +38 holders.
  • The largest SoFi Technologies buyer in Q1 2024 was ARK Investment Management, an estimated $113M added.
  • The largest SoFi Technologies seller in Q1 2024 was Two Sigma Advisers, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.