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SoFi Technologies

694 hedge funds and large institutions have $8.05B invested in SoFi Technologies in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 209 increasing their positions, 220 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+77
Holders Change %
+12.48%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
164
Increased
209
Reduced
220
Closed
77
Calls
$1.78B
Puts
$1.62B
Net Calls
+$162M
Net Calls Change
+$86.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GJWM
476
Gilliland Jeter Wealth Management
Arkansas
$177K +$84.7K +5,500 +92%
AWM
477
Axxcess Wealth Management
California
$173K -$80.5K -5,225 -32%
WC
478
Waterloo Capital
Texas
$173K +$173K +11,246 New
AMG
479
Advisors Management Group
Wisconsin
$173K +$9.4K +612 +6%
PAS
480
PKS Advisory Services
New York
$172K +$172K +11,195 New
CF
481
Centaurus Financial
California
$172K +$172K +11,201 New
KFP
482
KMG Fiduciary Partners
Ohio
$171K +$171K +11,094 New
OHWP
483
Oak Harbor Wealth Partners
North Carolina
$169K
KA
484
KLCM Advisors
Wisconsin
$169K
VWA
485
Visionary Wealth Advisors
Illinois
$168K -$52.1K -3,380 -24%
PIA
486
Panoramic Investment Advisors
Colorado
$164K
WHG
487
Westwood Holdings Group
Texas
$164K
CI
488
Cigna Investments
Connecticut
$163K
JCM
489
Jacobi Capital Management
Pennsylvania
$163K -$5.01K -325 -3%
DA
490
Dash Acquisitions
California
$162K +$162K +10,000 New
PMWMG
491
Parr McKnight Wealth Management Group
Minnesota
$162K +$162K +10,500 New
TPA
492
Trivium Point Advisory
Connecticut
$160K +$160K +10,398 New
QWM
493
Quadcap Wealth Management
Texas
$159K -$19.4K -1,261 -11%
RMC
494
Ring Mountain Capital
California
$159K +$159K +10,329 New
HIC
495
Hartline Investment Corp
Illinois
$159K +$3.08K +200 +2%
WWM
496
Wolff Wiese Magana
California
$158K -$6.39K -415 -4%
WFPG
497
Waller Financial Planning Group
Ohio
$157K -$1.54K -100 -1%
TCA
498
Transcend Capital Advisors
New Jersey
$157K -$29K -1,883 -16%
AW
499
Avion Wealth
Texas
$155K +$781 +51 +0.5%
PTP
500
Platform Technology Partners
New York
$155K -$17.3K -1,122 -10%