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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 %
ECM
551
Estabrook Capital Management
New York
$4.95K 630 +630 New
NL
552
NVWM LLC
Pennsylvania
$4.72K 600
TWD
553
True Wealth Design
Ohio
$4.61K 586 +586 New
T
554
Tidemark
California
$4.49K 571
JPWM
555
Jamison Private Wealth Management
Georgia
$4.44K 565 -10 -2%
NSIM
556
North Star Investment Management
Illinois
$3.93K 500
BL
557
BFSG LLC
California
$3.93K 500
SC
558
Stephens Consulting
Michigan
$3.93K 500
CSB
559
City State Bank
Iowa
$3.93K 500 +300 +150%
SIS
560
Strategic Investment Solutions
Illinois
$3.93K 500 +500 New
VCM
561
Versant Capital Management
Arizona
$3.82K 486 -103 -17%
ADL
562
Asset Dedication LLC
California
$3.14K 400 -1,050 -72%
TCOV
563
Trust Company of Vermont
Vermont
$3.12K 397 +397 New
CAM
564
Creekmur Asset Management
Illinois
$3.11K 396 -2,612 -87%
JWA
565
JFS Wealth Advisors
Pennsylvania
$3.02K 384 +384 New
TFGT
566
TS Financial Group (TSFG)
Illinois
$3K 373
HWM
567
Hemington Wealth Management
Virginia
$3K 283 +283 New
CWM
568
CarsonAllaria Wealth Management
Illinois
$2.95K 375 +375 New
TFA
569
Toth Financial Advisory
Virginia
$2.75K 350
IRAG
570
Investment Research & Advisory Group
Georgia
$2.67K 340
RTL
571
Red Tortoise LLC
Georgia
$2.58K 328
LOIM
572
Liberty One Investment Management
Illinois
$2.46K 313 -1,660 -84%
HNB
573
Hilltop National Bank
Wyoming
$2.36K 300
MSG
574
Main Street Group
Virginia
$2.36K 300
AA
575
AlphaMark Advisors
Kentucky
$2K 300