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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Market Value Shares Shares
Change
Shares
Change %
LWMI
501
Legacy Wealth Management (Idaho)
Idaho
$20.3K 1,500 +1,500 New
LIS
502
Legacy Investment Solutions
Idaho
$20.3K 1,500 +1,500 New
Kovitz Investment Group Partners
503
Kovitz Investment Group Partners
Illinois
$20K 48,681 +48,681 New
AWM
504
Avior Wealth Management
Nebraska
$19.9K 2,526 +2,287 +957%
FFA
505
Farther Finance Advisors
California
$19.7K 2,506 +370 +17%
SIS
506
Sound Income Strategies
Florida
$19.7K 2,500
AIC
507
Archer Investment Corporation
Indiana
$19.7K 2,500
Allspring Global Investments
508
Allspring Global Investments
North Carolina
$16.7K 2,122 -2,211 -51%
EC
509
Elequin Capital
New York
$16.5K 2,095 +2,095 New
PWA
510
Provenance Wealth Advisors
Florida
$15.7K 2,000
BC
511
Barrett & Company
Rhode Island
$15.7K 2,000
QCG
512
Quadrant Capital Group
Ohio
$15.1K 1,924 -70 -4%
TPCW
513
TD Private Client Wealth
New York
$14.2K 1,808 +1,808 New
WT
514
Whittier Trust
California
$13.8K 1,750 +1,750 New
BBPWM
515
Blue Bell Private Wealth Management
Pennsylvania
$13.5K 1,720
CAL
516
Capital Advisors Ltd
Ohio
$13K 1,614 +2 +0.1%
WWP
517
WR Wealth Planners
Missouri
$12.2K 1,554 +1,554 New
SHIM
518
Stone House Investment Management
Pennsylvania
$11.8K 1,500
GJIA
519
Glass Jacobson Investment Advisors
Maryland
$11.8K 1,500
GEA
520
Glen Eagle Advisors
New Jersey
$11.4K 1,445
VWM
521
Venturi Wealth Management
Texas
$11K 1,405 +440 +46%
MA
522
MCF Advisors
Kentucky
$11K 1,401 +1,000 +249%
TAM
523
Tucker Asset Management
Colorado
$10.6K 1,343 +1,205 +873%
SRCM
524
Signature Resources Capital Management
California
$10.5K 1,341
Twin Tree Management
525
Twin Tree Management
Texas
$9.64K 1,227 +1,227 New