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SoFi Technologies

694 hedge funds and large institutions have $8.05B invested in SoFi Technologies in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 209 increasing their positions, 220 reducing their positions, and 77 closing their positions.

Holders
694
Holders Change
+77
Holders Change %
+12.48%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
164
Increased
209
Reduced
220
Closed
77
Calls
$1.78B
Puts
$1.62B
Net Calls
+$162M
Net Calls Change
+$86.3M
Name Market Value Shares Shares
Change
Shares
Change %
IWP
551
IAG Wealth Partners
Wisconsin
$38.1K 2,475 +2,475 New
AWM
552
Avior Wealth Management
Nebraska
$33.5K 2,178 -348 -14%
FIA
553
FNY Investment Advisers
New York
$33K 2,167 +2,167 New
MAS
554
MPWM Advisory Solutions
Georgia
$32.5K 2,110 +2,110 New
BC
555
Barrett & Company
Rhode Island
$30.8K 2,000
PWA
556
Provenance Wealth Advisors
Florida
$30.8K 2,000
HCM
557
Hollencrest Capital Management
California
$30.8K 2,000 +2,000 New
QCG
558
Quadrant Capital Group
Ohio
$30.3K 1,966 +42 +2%
TPCW
559
TD Private Client Wealth
New York
$30.1K 1,952 +144 +8%
Skandinaviska Enskilda Banken (SEB)
560
Skandinaviska Enskilda Banken (SEB)
Sweden
$27.2K 1,743 +1,743 New
WT
561
Whittier Trust
California
$27K 1,750
BBPWM
562
Blue Bell Private Wealth Management
Pennsylvania
$26.5K 1,720
SAM
563
Smartleaf Asset Management
Massachusetts
$25.7K 1,646 +590 +56%
CAL
564
Capital Advisors Ltd
Ohio
$25K 1,614
RCM
565
Raleigh Capital Management
North Carolina
$24.6K 1,600 +600 +60%
WWP
566
WR Wealth Planners
Missouri
$23.9K 1,554
CAWM
567
Capital A Wealth Management
Pennsylvania
$22.6K 1,465 +1,465 New
GEA
568
Glen Eagle Advisors
New Jersey
$22.3K 1,445
MA
569
MCF Advisors
Kentucky
$21.6K 1,401
SRCM
570
Signature Resources Capital Management
California
$20.7K 1,341
GJIA
571
Glass Jacobson Investment Advisors
Maryland
$20K 1,300 -200 -13%
WOC
572
West Oak Capital
California
$20K 127 +127 New
TSMHT
573
Thurston Springer Miller Herd & Titak
Indiana
$19.7K 1,279 +279 +28%
C
574
Covestor
United Kingdom
$19K 1,217 +94 +8%
CTC
575
Central Trust Company
Missouri
$18.8K 1,220 +1,220 New