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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% 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
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
451
Wagner Wealth Management
South Carolina
$73K +$73K +10,000 New
KWM
452
Keebeck Wealth Management
Illinois
$73K +$73K +10,000 New
Daiwa Securities Group
453
Daiwa Securities Group
Japan
$71K -$4.64K -636 -6%
TFM
454
TFC Financial Management
Massachusetts
$69K
NRG
455
Nemes Rush Group
Michigan
$64.9K
AF
456
Allworth Financial
California
$64.4K +$33.8K +4,630 +111%
NS
457
NBC Securities
Alabama
$62K -$1.64K -225 -3%
ACA
458
Atlas Capital Advisors
Wyoming
$61.6K +$1.66K +227 +3%
SSB
459
Sandy Spring Bank
Maryland
$59.2K +$6.57K +900 +12%
AIG
460
American International Group
New York
$57.2K +$1.15K +157 +2%
GPFA
461
Game Plan Financial Advisors
Ohio
$56.9K -$1.1K -150 -2%
Asset Management One
462
Asset Management One
Japan
$56.9K +$10K +1,376 +21%
PTC
463
Private Trust Company
Ohio
$55.8K
FFO
464
Fortitude Family Office
Arizona
$49.3K +$5.58K +764 +13%
VWWMG
465
Vermillion & White Wealth Management Group
Pennsylvania
$43.8K +$14.6K +2,000 +50%
PA
466
Parallel Advisors
California
$41.6K +$11.5K +1,581 +38%
AA
467
Ancora Advisors
Ohio
$39.4K -$1.95K -267 -5%
DekaBank Deutsche Girozentrale
468
DekaBank Deutsche Girozentrale
Germany
$38K -$79.1K -10,750 -68%
FFWM
469
Future Financial Wealth Management
Ohio
$37.3K +$37.3K +5,110 New
Lazard Asset Management
470
Lazard Asset Management
New York
$37K +$163 +23 +0.4%
NC
471
NewSquare Capital
Pennsylvania
$36.5K
CB
472
CNB Bank
Pennsylvania
$36.5K
OCM
473
Orion Capital Management
California
$36.5K
PA
474
PSI Advisors
Florida
$35.3K -$4.75K -650 -12%
CA
475
Clearstead Advisors
Ohio
$34.4K +$4.27K +600 +14%