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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 %
NIC
526
Northwest Investment Counselors
Oregon
$9.43K 1,200 +1,200 New
LFG
527
Larson Financial Group
Missouri
$9.42K 1,198 +29 +2%
FWM
528
Focused Wealth Management
New York
$9.39K 1,194 +1,194 New
GWSG
529
GPS Wealth Strategies Group
Colorado
$9.09K 1,157
C
530
Covestor
United Kingdom
$9K 1,123 +14 +1%
RIL
531
Rothschild Investment LLC
Illinois
$8.92K 1,135 +35 +3%
CFB
532
Cullen/Frost Bankers
Texas
$8.8K 1,120 +1,120 New
NCM
533
Northwest Capital Management
Oregon
$8.57K 1,090
SAM
534
Smartleaf Asset Management
Massachusetts
$8.4K 1,056 +557 +112%
CA
535
Continuum Advisory
Idaho
$8.39K 626 +626 New
SS
536
Sunbelt Securities
Texas
$8.07K 1,027 +277 +37%
BTC
537
Bank & Trust Company
Illinois
$7.86K 1,000
TSMHT
538
Thurston Springer Miller Herd & Titak
Indiana
$7.86K 1,000
MCI
539
MRP Capital Investments
Georgia
$7.86K 1,000 +1,000 New
RCM
540
Raleigh Capital Management
North Carolina
$7.86K 1,000 +1,000 New
RP
541
Raelipskie Partnership
Ontario, Canada
$7.86K 1,000 +1,000 New
PCMC
542
Planning Capital Management Corporation
Pennsylvania
$7.47K 950 +950 New
BIA
543
Bell Investment Advisors
California
$7.33K 933
PFBT
544
Parkside Financial Bank & Trust
Missouri
$7.3K 928 +595 +179%
HWM
545
HighMark Wealth Management
Minnesota
$6.33K 805 +805 New
BLC
546
Brown, Lisle/Cummings
Rhode Island
$6.29K 800
Bank Julius Baer & Co
547
Bank Julius Baer & Co
Switzerland
$6.27K 673 -47 -7%
QC
548
Quent Capital
New York
$5.7K 725
OC
549
Oarsman Capital
Wisconsin
$5.31K 675 +675 New
OIA
550
Optimum Investment Advisors
Illinois
$5.11K 650