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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
Optiver Holding
501
Optiver Holding
Netherlands
$15.4K +$15.4K +2,109 New
LOIM
502
Liberty One Investment Management
Illinois
$15.1K +$686 +94 +5%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$15K +$1.77K +240 +13%
BC
504
Barrett & Company
Rhode Island
$14.6K
BONH
505
Bank of New Hampshire
New Hampshire
$14.6K +$7.3K +1,000 +100%
PWA
506
Provenance Wealth Advisors
Florida
$14.6K +$14.6K +2,000 New
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$14.4K
SRCM
508
Signature Resources Capital Management
California
$13.3K
SHIM
509
Stone House Investment Management
Pennsylvania
$12.2K
GJIA
510
Glass Jacobson Investment Advisors
Maryland
$11K
BFA
511
BBJS Financial Advisors
Washington
$8.4K +$8.4K +1,150 New
AF
512
Advisornet Financial
Minnesota
$8.03K -$2.23K -305 -22%
RIL
513
Rothschild Investment LLC
Illinois
$8.03K +$730 +100 +10%
C
514
Covestor
United Kingdom
$8K -$340 -47 -4%
BEI
515
Benjamin Edwards Inc
Missouri
$8K +$8K +1,138 New
RG
516
Retirement Group
California
$7.99K +$730 +100 +10%
LFG
517
Larson Financial Group
Missouri
$7.8K
NCM
518
Northwest Capital Management
Oregon
$7.67K
FFA
519
Farther Finance Advisors
California
$7.49K +$2.81K +389 +60%
VAG
520
VisionPoint Advisory Group
Texas
$7.3K
AssetMark Inc
521
AssetMark Inc
California
$7.3K +$7.3K +1,000 New
CFGS
522
Concourse Financial Group Securities
Alabama
$7.3K +$7.3K +1,000 New
BIA
523
Bell Investment Advisors
California
$6.81K -$504 -69 -7%
BTI
524
Blue Trust Inc
Georgia
$6.69K +$6.28K +860 +1,509%
SWS
525
SYSTM Wealth Solutions
Illinois
$6.19K +$6.19K +848 New