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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 %
QC
551
Quent Capital
New York
$2.67K
PFBT
552
Parkside Financial Bank & Trust
Missouri
$2.58K
TFA
553
Toth Financial Advisory
Virginia
$2.56K -$1.02K -140 -29%
IRAG
554
Investment Research & Advisory Group
Georgia
$2.48K -$2.92K -400 -54%
RTL
555
Red Tortoise LLC
Georgia
$2.39K
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$2.32K +$686 +94 +42%
HNB
557
Hilltop National Bank
Wyoming
$2.19K +$2.19K +300 New
VL
558
Vima LLC
Michigan
$2.02K
AA
559
AlphaMark Advisors
Kentucky
$2K
CPG
560
Cornerstone Planning Group
New Jersey
$1.64K
IGWM
561
ICA Group Wealth Management
Colorado
$1.64K +$1.64K +225 New
MSFP
562
Mark Sheptoff Financial Planning
Connecticut
$1.46K
S
563
Sachetta
Massachusetts
$1.22K
SAM
564
Smartleaf Asset Management
Massachusetts
$1.12K +$1.12K +152 New
VAMG
565
Voisard Asset Management Group
Michigan
$1.1K
TAM
566
Tucker Asset Management
Colorado
$1.01K +$861 +118 +590%
HBW
567
Hazlett, Burt & Watson
West Virginia
$1K
CAL
568
Capital Analysts LLC
Pennsylvania
$1K
CSB
569
City State Bank
Iowa
$1K
FP
570
Financial Perspectives
Minnesota
$913
DWA
571
Delos Wealth Advisors
Texas
$913
Fifth Third Bancorp
572
Fifth Third Bancorp
Ohio
$876 -$2.19K -300 -71%
BGAI
573
Bruce G. Allen Investments
Colorado
$861
HPC
574
HM Payson & Co
Maine
$730
RFG
575
REAP Financial Group
Texas
$584