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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 %
BRWA
451
B. Riley Wealth Advisors
Florida
$209K -$38.1K -2,473 -15%
FFWM
452
Future Financial Wealth Management
Ohio
$208K -$24.8K -1,610 -11%
PA
453
Procyon Advisors
Connecticut
$208K +$15.4K +1,000 +8%
CAI
454
Capital Advisors Inc
Oklahoma
$204K +$46.2K +3,001 +29%
HSBC Holdings
455
HSBC Holdings
United Kingdom
$204K +$204K +13,005 New
KFSC
456
Keystone Financial Services (Colorado)
Colorado
$203K +$8.36K +543 +4%
BP
457
Ballentine Partners
Massachusetts
$203K -$477 -31 -0.2%
VWM
458
Venturi Wealth Management
Texas
$200K +$179K +11,606 +826%
SAG
459
SageView Advisory Group
California
$198K +$198K +12,887 New
VA
460
Vident Advisory
Georgia
$198K -$53.4K -3,465 -21%
KCFA
461
Key Client Fiduciary Advisors
New Jersey
$195K +$195K +12,647 New
MAG
462
Mayfair Advisory Group
Alabama
$195K +$6.93K +450 +4%
USCWA
463
U.S. Capital Wealth Advisors
Texas
$192K +$192K +12,496 New
FA
464
Fermata Advisors
California
$192K
YCM
465
Yousif Capital Management
Michigan
$192K +$23K +1,496 +14%
PG
466
Prostatis Group
Maryland
$189K +$939 +61 +0.5%
ICP
467
Interchange Capital Partners
Pennsylvania
$189K -$25.2K -1,636 -12%
CW
468
CreativeOne Wealth
Kansas
$188K +$2.77K +180 +1%
ODG
469
O'Dell Group
Ohio
$186K
JWCA
470
J.W. Cole Advisors
Florida
$185K +$5.82K +378 +3%
MHR
471
Matthew Hamilton Rosenberg
$185K
PWP
472
Prasad Wealth Partners
Ohio
$182K +$182K +11,812 New
PFS
473
Prospect Financial Services
New York
$180K +$180K +11,700 New
CCC
474
Compass Capital Corp
Massachusetts
$180K +$180K +10,000 New
GWM
475
Geneos Wealth Management
Colorado
$178K -$93.2K -6,050 -34%