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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 %
VCM
526
Versant Capital Management
Arizona
$6.15K -$971 -133 -14%
Bank Julius Baer & Co
527
Bank Julius Baer & Co
Switzerland
$5.83K -$7 -1 -0.1%
MSG
528
Main Street Group
Virginia
$5.82K
SS
529
Sunbelt Securities
Texas
$5.48K
OIA
530
Optimum Investment Advisors
Illinois
$5.48K
POIA
531
Pin Oak Investment Advisors
Texas
$5K
QCG
532
Quadrant Capital Group
Ohio
$4.94K +$1.23K +169 +33%
NL
533
NVWM LLC
Pennsylvania
$4.38K
GI
534
Gradient Investments
Minnesota
$4.31K -$6.64K -910 -61%
WAG
535
Wiser Advisor Group
Arizona
$4.31K
JPWM
536
Jamison Private Wealth Management
Georgia
$4.2K
BL
537
BFSG LLC
California
$4.2K +$548 +75 +15%
T
538
Tidemark
California
$4.17K -$2.73K -374 -40%
HNB
539
Huntington National Bank
Ohio
$3.81K +$3.65K +500 +2,273%
SC
540
Stephens Consulting
Michigan
$3.65K
NSIM
541
North Star Investment Management
Illinois
$3.65K
OPTFSNA
542
Old Point Trust & Financial Services N A
Virginia
$3.65K +$3.65K +500 New
KFS
543
Kelly Financial Services
Massachusetts
$3.65K +$3.65K +500 New
PWMG
544
Private Wealth Management Group
New Jersey
$3.27K +$175 +24 +6%
CTWM
545
Cherry Tree Wealth Management
Minnesota
$3.12K +$3.12K +427 New
MAM
546
Meeder Asset Management
Ohio
$3.07K +$3.07K +421 New
PP
547
PrairieView Partners
Minnesota
$3K
ADL
548
Asset Dedication LLC
California
$3K
TFGT
549
TS Financial Group (TSFG)
Illinois
$3K
MA
550
MCF Advisors
Kentucky
$2.93K +$2.93K +401 New