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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 %
AWM
501
Able Wealth Management
New Jersey
$6.72K 675 +675 New
SIC
502
SJS Investment Consulting
Ohio
$6.51K 654 +440 +206%
FFA
503
Farther Finance Advisors
California
$6.45K 648 +334 +106%
NL
504
NVWM LLC
Pennsylvania
$5.97K 600
WAG
505
Wiser Advisor Group
Arizona
$5.87K 590 +590 New
JPWM
506
Jamison Private Wealth Management
Georgia
$5.72K 575 +3 +0.5%
QCG
507
Quadrant Capital Group
Ohio
$5.05K 507 -846 -63%
FPFS
508
First Personal Financial Services
North Carolina
$4.99K 501 +501 New
SIS
509
Strategic Investment Solutions
Illinois
$4.98K 500 -31,000 -98%
SC
510
Stephens Consulting
Michigan
$4.98K 500
NSIM
511
North Star Investment Management
Illinois
$4.98K 500
BL
512
BFSG LLC
California
$4.98K 500 +500 New
BWM
513
Baystate Wealth Management
Massachusetts
$4.98K 500 +500 New
TFA
514
Toth Financial Advisory
Virginia
$4.88K 490
PWMG
515
Private Wealth Management Group
New Jersey
$4.22K 424 +424 New
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$4.18K 420 +285 +211%
TFGT
517
TS Financial Group (TSFG)
Illinois
$4K 373 -100 -21%
ADL
518
Asset Dedication LLC
California
$4K 400
PP
519
PrairieView Partners
Minnesota
$4K 380 +1 +0.3%
VNA
520
Valley National Advisers
Pennsylvania
$4K 408 +213 +109%
CAS
521
Coppell Advisory Solutions
Texas
$3.64K 366 +366 New
QC
522
Quent Capital
New York
$3.63K 365 +283 +345%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$3.51K 353 -1,961 -85%
VL
524
Vima LLC
Michigan
$3.31K 333 +333 New
RTL
525
Red Tortoise LLC
Georgia
$3.26K 328