We are live on ! Find out more
SOFI icon

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
TFA
576
Toth Financial Advisory
Virginia
$2.75K
IRAG
577
Investment Research & Advisory Group
Georgia
$2.67K
RTL
578
Red Tortoise LLC
Georgia
$2.58K
LOIM
579
Liberty One Investment Management
Illinois
$2.46K -$12.1K -1,660 -84%
HNB
580
Hilltop National Bank
Wyoming
$2.36K
MSG
581
Main Street Group
Virginia
$2.36K
AA
582
AlphaMark Advisors
Kentucky
$2K
PP
583
PrairieView Partners
Minnesota
$2K
MCM
584
MV Capital Management
Maryland
$2K +$1.4K +192 +310%
S
585
Sachetta
Massachusetts
$1.99K +$58 +8 +3%
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
$1.76K -$909 -125 -36%
ACA
587
American Capital Advisory
Idaho
$1.65K +$1.53K +210 New
CAS
588
Coppell Advisory Solutions
Texas
$1.59K
MSFP
589
Mark Sheptoff Financial Planning
Connecticut
$1.57K
FAM
590
Flaharty Asset Management
Florida
$1.57K +$1.45K +200 New
SIC
591
SJS Investment Consulting
Ohio
$1.07K +$989 +136 New
HBW
592
Hazlett, Burt & Watson
West Virginia
$1K
DWA
593
Delos Wealth Advisors
Texas
$983
FP
594
Financial Perspectives
Minnesota
$983
Fifth Third Bancorp
595
Fifth Third Bancorp
Ohio
$943
BGAI
596
Bruce G. Allen Investments
Colorado
$927
GSEP
597
Golden State Equity Partners
California
$856 +$792 +109 New
DPW
598
DiNuzzo Private Wealth
Pennsylvania
$818 +$422 +58 +126%
HPC
599
HM Payson & Co
Maine
$786
CFFP
600
Center for Financial Planning
Michigan
$786 +$727 +100 New