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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$7.29K +$4.33K +595 +179%
HWM
552
HighMark Wealth Management
Minnesota
$6.33K +$5.85K +805 New
BLC
553
Brown, Lisle/Cummings
Rhode Island
$6.29K
Bank Julius Baer & Co
554
Bank Julius Baer & Co
Switzerland
$6.27K -$342 -47 -7%
QC
555
Quent Capital
New York
$5.7K
OC
556
Oarsman Capital
Wisconsin
$5.31K +$4.91K +675 New
OIA
557
Optimum Investment Advisors
Illinois
$5.11K
ECM
558
Estabrook Capital Management
New York
$4.95K +$4.58K +630 New
NL
559
NVWM LLC
Pennsylvania
$4.72K
TWD
560
True Wealth Design
Ohio
$4.61K +$4.26K +586 New
T
561
Tidemark
California
$4.49K
JPWM
562
Jamison Private Wealth Management
Georgia
$4.44K -$73 -10 -2%
BL
563
BFSG LLC
California
$3.93K
NSIM
564
North Star Investment Management
Illinois
$3.93K
SC
565
Stephens Consulting
Michigan
$3.93K
CSB
566
City State Bank
Iowa
$3.93K +$2.18K +300 +150%
SIS
567
Strategic Investment Solutions
Illinois
$3.93K +$3.63K +500 New
VCM
568
Versant Capital Management
Arizona
$3.82K -$749 -103 -17%
ADL
569
Asset Dedication LLC
California
$3.14K -$7.63K -1,050 -72%
TCOV
570
Trust Company of Vermont
Vermont
$3.12K +$2.89K +397 New
CAM
571
Creekmur Asset Management
Illinois
$3.11K -$19K -2,612 -87%
JWA
572
JFS Wealth Advisors
Pennsylvania
$3.02K +$2.79K +384 New
TFGT
573
TS Financial Group (TSFG)
Illinois
$3K
HWM
574
Hemington Wealth Management
Virginia
$3K +$2.06K +283 New
CWM
575
CarsonAllaria Wealth Management
Illinois
$2.95K +$2.73K +375 New