SOFI icon

SoFi Technologies
SOFI

Overview Fund Activity

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

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$194M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$89.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$47M
4
Millennium Management
4
Millennium Management
New York
$56.1M
5
Bank of America
5
Bank of America
North Carolina
$44.9M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$93.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$39.4M
4
Jane Street
4
Jane Street
New York
$42.5M
5
AIM
5
ARK Investment Management
Florida
$99.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PWP
626
Pursue Wealth Partners
California
– – -64,358 Closed
CC
627
Corton Capital
Ontario, Canada
– – -51,030 Closed
WWM
628
Western Wealth Management
Colorado
– – -47,473 Closed
N
629
Natixis
France
– – -44,440 Closed
PA
630
Pinnacle Associates
New York
– – -43,476 Closed
BAM
631
Blueshift Asset Management
New Jersey
– – -41,407 Closed
MHS
632
M Holdings Securities
Oregon
– – -39,320 Closed
CNFG
633
Creegan & Nassoura Financial Group
New Hampshire
– – -26,625 Closed
DZ Bank
634
DZ Bank
Germany
– – -23,500 Closed
RWM
635
Refined Wealth Management
Utah
– – -23,031 Closed
MTIM
636
Marathon Trading Investment Management
Pennsylvania
– – -21,300 Closed
SG
637
StoneX Group
New York
– – -20,638 Closed
RIA
638
Regal Investment Advisors
Michigan
– – -19,774 Closed
Teacher Retirement System of Texas
639
Teacher Retirement System of Texas
Texas
– – -19,522 Closed
ZB
640
Zions Bancorporation
Utah
– – -19,081 Closed
USCWA
641
U.S. Capital Wealth Advisors
Texas
– – -15,836 Closed
TWP
642
Tempus Wealth Planning
California
– – -15,786 Closed
IAS
643
Insigneo Advisory Services
Florida
– – -15,602 Closed
MFG
644
MidWestOne Financial Group
Iowa
– – -15,100 Closed
KCPG
645
Kavar Capital Partners Group
Kansas
– – -15,000 Closed
PCM
646
Palisade Capital Management
New Jersey
– – -14,500 Closed
VIM
647
Vinva Investment Management
Australia
– – -13,975 Closed
DT
648
Diversified Trust
Tennessee
– – -13,803 Closed
RWMG
649
Redwood Wealth Management Group
New Jersey
– – -13,066 Closed
TCM
650
Teza Capital Management
Illinois
– – -12,409 Closed
24 25
26
27 28