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SoFi Technologies
SOFI

Overview Fund Activity

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

Holders
586
Holders Change
-12
Holders Change %
-2.01%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$86.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$595M
3
BlackRock
3
BlackRock
New York
$300M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$42M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$20.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.62M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$25.5M
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
626
Zullo Investment Group
Pennsylvania
– – -16,500 Closed
AL
627
Aspiriant LLC
California
– – -15,633 Closed
GWMIA
628
Global Wealth Management Investment Advisory
Florida
– – -15,028 Closed
SW
629
Simplicity Wealth
New Jersey
– – -13,959 Closed
BFG
630
Bleakley Financial Group
New Jersey
– – -13,959 Closed
BFS
631
Burr Financial Services
California
– – -13,900 Closed
Chevy Chase Trust
632
Chevy Chase Trust
Maryland
– – -13,335 Closed
KWM
633
Kingsview Wealth Management
Oregon
– – -13,307 Closed
NRD
634
Nebula Research & Development
New York
– – -12,686 Closed
TFS
635
Thoroughbred Financial Services
Tennessee
– – -12,550 Closed
BWP
636
Balboa Wealth Partners
Arizona
– – -12,275 Closed
CF
637
Cantor Fitzgerald
New York
– – -12,000 Closed
KCM
638
KRS Capital Management
Michigan
– – -11,420 Closed
CAM
639
Columbia Asset Management
Michigan
– – -11,185 Closed
PCIA
640
Prime Capital Investment Advisors
Kansas
– – -10,897 Closed
WS
641
Wedbush Securities
California
– – -10,700 Closed
MGIA
642
Moneta Group Investment Advisors
Missouri
– – -10,652 Closed
QCM
643
Qsemble Capital Management
New York
– – -10,460 Closed
WPC
644
Wedmont Private Capital
Pennsylvania
– – -10,452 Closed
IF
645
Intrua Financial
Texas
– – -10,167 Closed
WWM
646
Wagner Wealth Management
South Carolina
– – -10,000 Closed
Daiwa Securities Group
647
Daiwa Securities Group
Japan
– – -9,735 Closed
ACA
648
Atlas Capital Advisors
Wyoming
– – -8,432 Closed
AIG
649
American International Group
New York
– – -7,829 Closed
FFWM
650
Future Financial Wealth Management
Ohio
– – -5,110 Closed
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