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SoFi Technologies

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

Holders
586
Holders Change
-12
Holders Change %
-2.01%
% 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
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Market Value Shares Shares
Change
Shares
Change %
KFS
526
Kelly Financial Services
Massachusetts
$3.31K 500
NSIM
527
North Star Investment Management
Illinois
$3.31K 500
OPTFSNA
528
Old Point Trust & Financial Services N A
Virginia
$3.31K 500
IWA
529
IBEX Wealth Advisors
New Jersey
$3.31K 500 +500 New
SAM
530
Smartleaf Asset Management
Massachusetts
$3.26K 499 +347 +228%
MAM
531
Meeder Asset Management
Ohio
$3.12K 472 +51 +12%
MA
532
MCF Advisors
Kentucky
$2.65K 401
BFA
533
BBJS Financial Advisors
Washington
$2.64K 400 -750 -65%
TFA
534
Toth Financial Advisory
Virginia
$2.31K 350
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$2.31K 349 +31 +10%
IRAG
536
Investment Research & Advisory Group
Georgia
$2.25K 340
PFBT
537
Parkside Financial Bank & Trust
Missouri
$2.2K 333 -20 -6%
RTL
538
Red Tortoise LLC
Georgia
$2.17K 328
TFGT
539
TS Financial Group (TSFG)
Illinois
$2K 373
PP
540
PrairieView Partners
Minnesota
$2K 380
AA
541
AlphaMark Advisors
Kentucky
$2K 300
HNB
542
Hilltop National Bank
Wyoming
$1.98K 300
WAG
543
Wiser Advisor Group
Arizona
$1.94K 293 -297 -50%
MSG
544
Main Street Group
Virginia
$1.93K 300 -500 -63%
S
545
Sachetta
Massachusetts
$1.82K 245 +122 +99%
TWP
546
Triad Wealth Partners
Kansas
$1.65K 250 +250 New
AWM
547
Avior Wealth Management
Nebraska
$1.58K 239 +239 New
CPG
548
Cornerstone Planning Group
New Jersey
$1.54K 236
MSFP
549
Mark Sheptoff Financial Planning
Connecticut
$1.32K 200
CSB
550
City State Bank
Iowa
$1.32K 200