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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
KWM
451
Keebeck Wealth Management
Illinois
$78.6K
LSA
452
Leonteq Securities AG
Switzerland
$78.6K
Lazard Asset Management
453
Lazard Asset Management
New York
$78K -$1.1K -151 -1%
TFM
454
TFC Financial Management
Massachusetts
$76.8K +$2.26K +311 +3%
CF
455
Corebridge Financial
Texas
$75.3K -$2.3K -317 -3%
NS
456
NBC Securities
Alabama
$75K +$7.86K +1,081 +13%
HNB
457
Huntington National Bank
Ohio
$69.6K +$52.5K +7,222 +442%
G
458
Gainplan
Michigan
$68.4K +$356 +49 +0.5%
QT
459
Quantbot Technologies
New York
$67K -$1.41M -194,395 -96%
SC
460
SouthState Corp
Florida
$66.8K +$61.8K +8,505 New
TRCT
461
Tower Research Capital (TRC)
New York
$66.3K -$124K -17,119 -67%
NRG
462
Nemes Rush Group
Michigan
$64.9K
CA
463
CoreCap Advisors
Michigan
$64.5K +$13.9K +1,917 +30%
PS
464
Principal Securities
Iowa
$64.3K +$34.1K +4,698 +135%
ACM
465
Aster Capital Management
United Arab Emirates
$60.4K +$55.9K +7,690 New
PA
466
Parallel Advisors
California
$59.5K +$22.7K +3,123 +70%
Asset Management One
467
Asset Management One
Japan
$57.7K -$4.18K -575 -7%
GPFA
468
Game Plan Financial Advisors
Ohio
$56.6K
PTC
469
Private Trust Company
Ohio
$55K -$4.65K -640 -8%
CJ
470
Caitlin John
Michigan
$52.6K -$1.45K -200 -5%
QL
471
Quarry LP
New York
$52.1K -$44.1K -6,069 -48%
VWWMG
472
Vermillion & White Wealth Management Group
Pennsylvania
$47.2K
GJWM
473
Gilliland Jeter Wealth Management
Arkansas
$47.2K +$43.6K +6,000 New
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$46K +$1.4K +193 +3%
CM
475
Caption Management
Oklahoma
$45.6K