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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 %
PP
576
PrairieView Partners
Minnesota
$2K 380
MCM
577
MV Capital Management
Maryland
$2K 254 +192 +310%
S
578
Sachetta
Massachusetts
$1.99K 253 +8 +3%
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$1.76K 224 -125 -36%
ACA
580
American Capital Advisory
Idaho
$1.65K 210 +210 New
CAS
581
Coppell Advisory Solutions
Texas
$1.59K 200
MSFP
582
Mark Sheptoff Financial Planning
Connecticut
$1.57K 200
FAM
583
Flaharty Asset Management
Florida
$1.57K 200 +200 New
SIC
584
SJS Investment Consulting
Ohio
$1.07K 136 +136 New
HBW
585
Hazlett, Burt & Watson
West Virginia
$1K 100
DWA
586
Delos Wealth Advisors
Texas
$983 125
FP
587
Financial Perspectives
Minnesota
$983 125
Fifth Third Bancorp
588
Fifth Third Bancorp
Ohio
$943 120
BGAI
589
Bruce G. Allen Investments
Colorado
$927 118
GSEP
590
Golden State Equity Partners
California
$856 109 +109 New
DPW
591
DiNuzzo Private Wealth
Pennsylvania
$818 104 +58 +126%
HPC
592
HM Payson & Co
Maine
$786 100
CFFP
593
Center for Financial Planning
Michigan
$786 100 +100 New
PWMG
594
Private Wealth Management Group
New Jersey
$621 79
DAM
595
Delta Asset Management
Tennessee
$590 75
SWM
596
Sanctuary Wealth Management
Idaho
$464 59 +59 New
CFD
597
Creative Financial Designs
Indiana
$393 50
WFA
598
West Financial Advisors
Iowa
$386 49
WPA
599
West Paces Advisors
Georgia
$354 45
RFG
600
REAP Financial Group
Texas
$314 40