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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
PWMG
601
Private Wealth Management Group
New Jersey
$621
DAM
602
Delta Asset Management
Tennessee
$590
SWM
603
Sanctuary Wealth Management
Idaho
$464 +$429 +59 New
CFD
604
Creative Financial Designs
Indiana
$393
WFA
605
West Financial Advisors
Iowa
$386
WPA
606
West Paces Advisors
Georgia
$354
RFG
607
REAP Financial Group
Texas
$314
RAM
608
Riggs Asset Management
Pennsylvania
$307 -$7 -1 -3%
CWP
609
Concord Wealth Partners
Virginia
$283
CA
610
Claris Advisors
Missouri
$283 +$262 +36 New
FFA
611
Frazier Financial Advisors
Ohio
$213
CIA
612
Cape Investment Advisory
Georgia
$157
EAM
613
Eukles Asset Management
Ohio
$157 +$73 +10 +100%
SJIM
614
St. Johns Investment Management
Florida
$149 +$51 +7 +58%
FPFS
615
First Personal Financial Services
North Carolina
$103 +$94 +13 New
AIM
616
Anchor Investment Management
South Carolina
$94 +$80 +11 +1,100%
BCH
617
Berkshire Capital Holdings
California
$79
MFG
618
Mendota Financial Group
Wisconsin
$56 +$51 +7 New
BF
619
BOK Financial
Oklahoma
$55
PA
620
Pineridge Advisors
Missouri
$39 +$36 +5 New
FWM
621
FSA Wealth Management
Massachusetts
$8 +$7 +1 New
HSBC Holdings
622
HSBC Holdings
United Kingdom
-$4.71M -719,243 Closed
PI
623
PEAK6 Investments
Illinois
-$2.19M -300,669 Closed
SFM
624
Soros Fund Management
New York
-$1.98M -300,000 Closed
Two Sigma Advisers
625
Two Sigma Advisers
New York
-$1.72M -260,100 Closed