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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
Nomura Asset Management
501
Nomura Asset Management
Japan
$25.9K
WIM
502
Westside Investment Management
California
$25.8K
PFG
503
Prosperity Financial Group
California
$25.2K +$23.3K +3,200 New
FHA
504
First Horizon Advisors
Tennessee
$23.7K -$6.58K -906 -23%
BONH
505
Bank of New Hampshire
New Hampshire
$23.6K
CJL
506
Cyrus J. Lawrence
New York
$22K
BWP
507
Baldwin Wealth Partners
Massachusetts
$21.3K
LIS
508
Legacy Investment Solutions
Idaho
$20.3K +$10.9K +1,500 New
LWMI
509
Legacy Wealth Management (Idaho)
Idaho
$20.3K +$10.9K +1,500 New
Kovitz Investment Group Partners
510
Kovitz Investment Group Partners
Illinois
$20K +$354K +48,681 New
AWM
511
Avior Wealth Management
Nebraska
$19.9K +$16.6K +2,287 +957%
FFA
512
Farther Finance Advisors
California
$19.7K +$2.69K +370 +17%
AIC
513
Archer Investment Corporation
Indiana
$19.6K
SIS
514
Sound Income Strategies
Florida
$19.6K
Allspring Global Investments
515
Allspring Global Investments
North Carolina
$16.7K -$16.1K -2,211 -51%
EC
516
Elequin Capital
New York
$16.5K +$15.2K +2,095 New
BC
517
Barrett & Company
Rhode Island
$15.7K
PWA
518
Provenance Wealth Advisors
Florida
$15.7K
QCG
519
Quadrant Capital Group
Ohio
$15.1K -$509 -70 -4%
TPCW
520
TD Private Client Wealth
New York
$14.2K +$13.1K +1,808 New
WT
521
Whittier Trust
California
$13.8K +$12.7K +1,750 New
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$13.5K
CAL
523
Capital Advisors Ltd
Ohio
$13K +$15 +2 +0.1%
WWP
524
WR Wealth Planners
Missouri
$12.2K +$11.3K +1,554 New
GJIA
525
Glass Jacobson Investment Advisors
Maryland
$11.8K