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SoFi Technologies

590 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 245 increasing their positions, 157 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 157

24% more call options, than puts

Call options by funds: $626M | Put options by funds: $504M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

2% less funds holding

Funds holding: 602590 (-12)

2.63% less ownership

Funds ownership: 45.27%42.64% (-2.6%)

8% less capital invested

Capital invested by funds: $3.23B → $2.98B (-$245M)

Holders
590
Holders Change
-12
Holders Change %
-1.99%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
80
Increased
245
Reduced
157
Closed
82
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
476
RFP Financial Group
Georgia
$20.1K
CAM
477
Creekmur Asset Management
Illinois
$19.9K -$165K -23,330 -89%
BONH
478
Bank of New Hampshire
New Hampshire
$19.8K +$7.05K +1,000 +50%
DCM
479
Davis Capital Management
Florida
$18.6K +$20.4K +2,900 New
CJL
480
Cyrus J. Lawrence
New York
$18K +$19.7K +2,800 New
BWP
481
Baldwin Wealth Partners
Massachusetts
$17.9K
LTI
482
Laffer Tengler Investments
Tennessee
$16.8K +$18K +2,548 New
AIC
483
Archer Investment Corporation
Indiana
$16.5K
SIS
484
Sound Income Strategies
Florida
$16.5K
HWM
485
HB Wealth Management
Georgia
$14.5K -$154K -21,894 -91%
FFA
486
Farther Finance Advisors
California
$13.7K +$7.75K +1,099 +106%
BC
487
Barrett & Company
Rhode Island
$13.2K
PWA
488
Provenance Wealth Advisors
Florida
$13.2K
QCG
489
Quadrant Capital Group
Ohio
$13.2K +$9.29K +1,318 +195%
VNA
490
Valley National Advisers
Pennsylvania
$13K -$9.55K -1,355 -40%
LOIM
491
Liberty One Investment Management
Illinois
$13K -$656 -93 -5%
BBPWM
492
Blue Bell Private Wealth Management
Pennsylvania
$11.4K -$1.76K -250 -13%
CAL
493
Capital Advisors Ltd
Ohio
$11K -$5.46K -774 -32%
UWS
494
Unique Wealth Strategies
Illinois
$10.9K +$10.6K +1,500 New
HNB
495
Huntington National Bank
Ohio
$10.8K +$7.84K +1,112 +213%
SHIM
496
Stone House Investment Management
Pennsylvania
$9.91K -$1.22K -173 -10%
GJIA
497
Glass Jacobson Investment Advisors
Maryland
$9.91K
ADL
498
Asset Dedication LLC
California
$9.59K +$7.4K +1,050 +263%
GEA
499
Glen Eagle Advisors
New Jersey
$9.55K +$10.2K +1,445 New
SRCM
500
Signature Resources Capital Management
California
$8.86K