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SoFi Technologies

624 hedge funds and large institutions have $4.01B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 162 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 72

40% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 162

35% more capital invested

Capital invested by funds: $2.98B → $4.01B (+$1.03B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more call options, than puts

Call options by funds: $672M | Put options by funds: $596M

6% more funds holding

Funds holding: 590624 (+34)

4.81% more ownership

Funds ownership: 42.64%47.44% (+4.8%)

Holders
624
Holders Change
+34
Holders Change %
+5.76%
% of All Funds
8.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
110
Increased
226
Reduced
162
Closed
72
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
526
Stone House Investment Management
Pennsylvania
$11.8K
GEA
527
Glen Eagle Advisors
New Jersey
$11.4K
VWM
528
Venturi Wealth Management
Texas
$11K +$3.2K +440 +46%
MA
529
MCF Advisors
Kentucky
$11K +$7.27K +1,000 +249%
TAM
530
Tucker Asset Management
Colorado
$10.6K +$8.76K +1,205 +873%
SRCM
531
Signature Resources Capital Management
California
$10.5K
Twin Tree Management
532
Twin Tree Management
Texas
$9.64K +$8.92K +1,227 New
NIC
533
Northwest Investment Counselors
Oregon
$9.43K +$8.72K +1,200 New
LFG
534
Larson Financial Group
Missouri
$9.42K +$211 +29 +2%
FWM
535
Focused Wealth Management
New York
$9.38K +$8.68K +1,194 New
GWSG
536
GPS Wealth Strategies Group
Colorado
$9.09K
C
537
Covestor
United Kingdom
$9K +$102 +14 +1%
RIL
538
Rothschild Investment LLC
Illinois
$8.92K +$254 +35 +3%
CFB
539
Cullen/Frost Bankers
Texas
$8.8K +$8.14K +1,120 New
NCM
540
Northwest Capital Management
Oregon
$8.57K
SAM
541
Smartleaf Asset Management
Massachusetts
$8.39K +$4.05K +557 +112%
CA
542
Continuum Advisory
Idaho
$8.39K +$4.55K +626 New
SS
543
Sunbelt Securities
Texas
$8.07K +$2.01K +277 +37%
BTC
544
Bank & Trust Company
Illinois
$7.86K
TSMHT
545
Thurston Springer Miller Herd & Titak
Indiana
$7.86K
MCI
546
MRP Capital Investments
Georgia
$7.86K +$7.27K +1,000 New
RP
547
Raelipskie Partnership
Ontario, Canada
$7.86K +$7.27K +1,000 New
RCM
548
Raleigh Capital Management
North Carolina
$7.86K +$7.27K +1,000 New
PCMC
549
Planning Capital Management Corporation
Pennsylvania
$7.47K +$6.91K +950 New
BIA
550
Bell Investment Advisors
California
$7.33K