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SoFi Technologies

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M
Name Market Value Shares Shares
Change
Shares
Change %
AIMA
476
Ables Iannone Moore & Associates
Georgia
$12.3K 1,235 +1,235 New
Loomis, Sayles & Company
477
Loomis, Sayles & Company
Massachusetts
$12K 1,170 +24 +2%
FBIL
478
First Beijing Investment Ltd
Hong Kong
$11.8K 1,181 +1,181 New
FWM
479
Focused Wealth Management
New York
$11.5K 1,154 +673 +140%
C
480
Covestor
United Kingdom
$11K 1,152 +8 +0.7%
TVAMP
481
Tennessee Valley Asset Management Partners
Tennessee
$10.9K 1,100 +1,100 New
LFG
482
Larson Financial Group
Missouri
$10.6K 1,069 +11 +1%
NCM
483
Northwest Capital Management
Oregon
$10.4K 1,050 +1,050 New
CFD
484
Creative Financial Designs
Indiana
$10.4K 1,050 +1,050 New
BIA
485
Bell Investment Advisors
California
$9.97K 1,002 -87 -8%
PWMG
486
Provence Wealth Management Group
California
$9.95K 1,000 -600 -38%
VAG
487
VisionPoint Advisory Group
Texas
$9.95K 1,000
BONH
488
Bank of New Hampshire
New Hampshire
$9.95K 1,000
AFS
489
Annapolis Financial Services
Maryland
$9.95K 1,000
RIL
490
Rothschild Investment LLC
Illinois
$9.95K 1,000 +1,000 New
RG
491
Retirement Group
California
$9.9K 995
VCM
492
Versant Capital Management
Arizona
$9.7K 975 +4 +0.4%
T
493
Tidemark
California
$9.4K 945 +945 New
MSG
494
Main Street Group
Virginia
$7.96K 800 +800 New
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$7.96K 800 -9 -1%
BCM
496
Bourgeon Capital Management
Connecticut
$7.53K 757
OIA
497
Optimum Investment Advisors
Illinois
$7.46K 750 -445 -37%
SS
498
Sunbelt Securities
Texas
$7.46K 750
IRAG
499
Investment Research & Advisory Group
Georgia
$7.36K 740 +260 +54%
POIA
500
Pin Oak Investment Advisors
Texas
$7K 720