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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 %
NL
601
NVWM LLC
Pennsylvania
$9.24K 600
TWD
602
True Wealth Design
Ohio
$9.03K 586
HGERS
603
Householder Group Estate & Retirement Specialist
Arizona
$9K 600 -55,755 -99%
OIA
604
Optimum Investment Advisors
Illinois
$8.47K 550 -100 -15%
FDW
605
Fourth Dimension Wealth
Ohio
$8.47K 550 +550 New
HWM
606
Hemington Wealth Management
Virginia
$8K 530 +247 +87%
SIS
607
Strategic Investment Solutions
Illinois
$7.7K 500
BL
608
BFSG LLC
California
$7.7K 500
NSIM
609
North Star Investment Management
Illinois
$7.7K 500
CFD
610
Creative Financial Designs
Indiana
$7.7K 500 +450 +900%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$7.7K 500 +500 New
CPG
612
Cornerstone Planning Group
New Jersey
$7.59K 472 -2,578 -85%
VCM
613
Versant Capital Management
Arizona
$7.48K 486
GA
614
GoalVest Advisory
New York
$7.41K 481 +481 New
RWM
615
Rialto Wealth Management
New York
$6.38K 414 +414 New
JWA
616
JFS Wealth Advisors
Pennsylvania
$6.31K 410 +26 +7%
AWM
617
Atticus Wealth Management
Florida
$6.16K 400 +400 New
TFGT
618
TS Financial Group (TSFG)
Illinois
$6K 373
CT
619
Colonial Trust
South Carolina
$5.82K 378 +378 New
IRAG
620
Investment Research & Advisory Group
Georgia
$5.65K 367 +27 +8%
TFA
621
Toth Financial Advisory
Virginia
$5.54K 360 +10 +3%
OC
622
Oarsman Capital
Wisconsin
$5.13K 333 -342 -51%
RTL
623
Red Tortoise LLC
Georgia
$5.05K 328
PP
624
PrairieView Partners
Minnesota
$5K 380
AA
625
AlphaMark Advisors
Kentucky
$5K 300