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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
AAP
476
Arax Advisory Partners
Colorado
$45.2K
IAIM
477
International Assets Investment Management
Florida
$44.1K +$2.32M +319,148 +1,159%
FFO
478
Fortitude Family Office
Arizona
$43.5K
LC
479
Lindbrook Capital
California
$42.3K +$14.4K +1,975 +58%
AA
480
Ancora Advisors
Ohio
$42K
DekaBank Deutsche Girozentrale
481
DekaBank Deutsche Girozentrale
Germany
$41K
CA
482
Clearstead Advisors
Ohio
$40K
CB
483
CNB Bank
Pennsylvania
$39.3K
NC
484
NewSquare Capital
Pennsylvania
$39.3K
Amundi
485
Amundi
France
$39K +$33.7K +4,642 New
WPW
486
Waldron Private Wealth
Pennsylvania
$38.9K +$36K +4,947 New
PA
487
PSI Advisors
Florida
$38.4K
TIM
488
Tortoise Investment Management
New York
$34.9K
SWA
489
SOA Wealth Advisors
New York
$33.3K -$1.45K -200 -5%
GI
490
GAMMA Investing
California
$33.2K -$5.78K -795 -16%
Mirae Asset Global Investments
491
Mirae Asset Global Investments
South Korea
$32.1K +$4.99K +687 +20%
CPG
492
Cornerstone Planning Group
New Jersey
$31.9K +$20.5K +2,814 +1,192%
W
493
WealthCollab
Washington
$31.4K
CL
494
CSS LLC
Illinois
$31.4K +$29.1K +4,000 New
GM
495
GeoWealth Management
Illinois
$28.6K +$26.4K +3,638 New
BIG
496
Brooklyn Investment Group
New York
$27.9K +$25.8K +3,551 New
HWA
497
HHM Wealth Advisors
Tennessee
$27.1K
CPA
498
Capital Performance Advisors
California
$26.8K +$24.8K +3,412 New
SSB
499
Sandy Spring Bank
Maryland
$26.7K -$5.2K -715 -17%
AF
500
Advisornet Financial
Minnesota
$26.4K +$16.8K +2,306 +220%