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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$33M +$3.91M +538,570 +15%
N
27
Nuveen
North Carolina
$32.6M +$11.6M +1,598,842 +63%
AGFVA
28
Accel Growth Fund V Associates
California
$32.3M
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31M +$19.5M +2,688,847 +215%
Citigroup
30
Citigroup
New York
$29.8M +$1.12M +154,583 +4%
GC
31
GPI Capital
New York
$29.5M
UBS Group
32
UBS Group
Switzerland
$27.5M -$4.29M -589,957 -14%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$25.3M +$713K +98,071 +3%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$25.1M +$661K +90,934 +3%
MMA
35
Mizuho Markets Americas
New York
$23.1M -$749K -103,000 -3%
Two Sigma Investments
36
Two Sigma Investments
New York
$23M +$21.2M +2,923,327 New
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$21.6M +$19.7M +2,714,220 +7,434%
CSS
38
Cubist Systematic Strategies
Connecticut
$19.5M +$18M +2,479,584 New
Group One Trading
39
Group One Trading
Illinois
$17.9M +$4.46M +614,292 +37%
HF
40
HRT Financial
New York
$17.8M +$6.74M +927,866 +69%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$17.4M +$2.74M +376,899 +21%
UBS AM
42
UBS AM
Illinois
$16.8M -$1.67M -229,830 -10%
DC
43
Davenport & Co
Virginia
$16.3M +$14.7M +2,019,895 +3,658%
QC
44
Quadrature Capital
United Kingdom
$16M +$14.8M +2,036,104 New
Swiss National Bank
45
Swiss National Bank
Switzerland
$15.4M -$97.4K -13,400 -0.7%
LPL Financial
46
LPL Financial
California
$12.8M +$606K +83,396 +5%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$12.4M -$2.48M -340,805 -18%
SOMRS
48
State of Michigan Retirement System
Michigan
$11.8M
MML Investors Services
49
MML Investors Services
Massachusetts
$11.7M +$1.42M +195,236 +15%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$11.6M +$6.66M +916,777 +164%