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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Market Value Shares Shares
Change
Shares
Change %
NC
476
NewSquare Capital
Pennsylvania
$39.3K 5,000
CB
477
CNB Bank
Pennsylvania
$39.3K 5,000
Amundi
478
Amundi
France
$39K 4,642 +4,642 New
WPW
479
Waldron Private Wealth
Pennsylvania
$38.9K 4,947 +4,947 New
PA
480
PSI Advisors
Florida
$38.4K 4,885
TIM
481
Tortoise Investment Management
New York
$34.9K 4,439
SWA
482
SOA Wealth Advisors
New York
$33.3K 4,234 -200 -5%
GI
483
GAMMA Investing
California
$33.2K 4,222 -795 -16%
Mirae Asset Global Investments
484
Mirae Asset Global Investments
South Korea
$32.1K 4,082 +687 +20%
CPG
485
Cornerstone Planning Group
New Jersey
$31.9K 3,050 +2,814 +1,192%
W
486
WealthCollab
Washington
$31.4K 4,000
CL
487
CSS LLC
Illinois
$31.4K 4,000 +4,000 New
GM
488
GeoWealth Management
Illinois
$28.6K 3,638 +3,638 New
BIG
489
Brooklyn Investment Group
New York
$27.9K 3,551 +3,551 New
HWA
490
HHM Wealth Advisors
Tennessee
$27.1K 3,450
CPA
491
Capital Performance Advisors
California
$26.8K 3,412 +3,412 New
SSB
492
Sandy Spring Bank
Maryland
$26.7K 3,391 -715 -17%
AF
493
Advisornet Financial
Minnesota
$26.4K 3,356 +2,306 +220%
Nomura Asset Management
494
Nomura Asset Management
Japan
$25.9K 3,300
WIM
495
Westside Investment Management
California
$25.8K 3,500
PFG
496
Prosperity Financial Group
California
$25.2K 3,200 +3,200 New
FHA
497
First Horizon Advisors
Tennessee
$23.7K 3,018 -906 -23%
BONH
498
Bank of New Hampshire
New Hampshire
$23.6K 3,000
CJL
499
Cyrus J. Lawrence
New York
$22K 2,800
BWP
500
Baldwin Wealth Partners
Massachusetts
$21.3K 2,706