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SoFi Technologies

590 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 245 increasing their positions, 157 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 157

24% more call options, than puts

Call options by funds: $626M | Put options by funds: $504M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 82

2% less funds holding

Funds holding: 602590 (-12)

2.63% less ownership

Funds ownership: 45.27%42.64% (-2.6%)

8% less capital invested

Capital invested by funds: $3.23B → $2.98B (-$245M)

Holders
590
Holders Change
-12
Holders Change %
-1.99%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
80
Increased
245
Reduced
157
Closed
82
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
T
526
Tidemark
California
$3.77K
IGWM
527
ICA Group Wealth Management
Colorado
$3.4K +$2.04K +290 +129%
BL
528
BFSG LLC
California
$3.31K -$529 -75 -13%
KFS
529
Kelly Financial Services
Massachusetts
$3.31K
NSIM
530
North Star Investment Management
Illinois
$3.31K
OPTFSNA
531
Old Point Trust & Financial Services N A
Virginia
$3.31K
SC
532
Stephens Consulting
Michigan
$3.31K
IWA
533
IBEX Wealth Advisors
New Jersey
$3.31K +$3.53K +500 New
SAM
534
Smartleaf Asset Management
Massachusetts
$3.26K +$2.45K +347 +228%
MAM
535
Meeder Asset Management
Ohio
$3.12K +$360 +51 +12%
MA
536
MCF Advisors
Kentucky
$2.65K
BFA
537
BBJS Financial Advisors
Washington
$2.64K -$5.29K -750 -65%
TFA
538
Toth Financial Advisory
Virginia
$2.31K
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$2.31K +$219 +31 +10%
IRAG
540
Investment Research & Advisory Group
Georgia
$2.25K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$2.2K -$141 -20 -6%
RTL
542
Red Tortoise LLC
Georgia
$2.17K
AA
543
AlphaMark Advisors
Kentucky
$2K
PP
544
PrairieView Partners
Minnesota
$2K
TFGT
545
TS Financial Group (TSFG)
Illinois
$2K
HNB
546
Hilltop National Bank
Wyoming
$1.98K
WAG
547
Wiser Advisor Group
Arizona
$1.94K -$2.09K -297 -50%
MSG
548
Main Street Group
Virginia
$1.93K -$3.53K -500 -63%
S
549
Sachetta
Massachusetts
$1.82K +$860 +122 +99%
TWP
550
Triad Wealth Partners
Kansas
$1.65K +$1.76K +250 New