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
OCM
626
Once Capital Management
New York
-$1.65M -250,000 Closed
KOCAA
627
Knights of Columbus Asset Advisors
Connecticut
-$1.33M -201,394 Closed
EC
628
Estate Counselors
Wisconsin
-$1.19M -180,580 Closed
PRC
629
Pearl River Capital
Michigan
-$1.05M -159,125 Closed
SSA
630
Schonfeld Strategic Advisors
New York
-$1.05M -159,075 Closed
BC
631
BIT Capital
Germany
-$479K -72,486 Closed
PWP
632
Pursue Wealth Partners
California
-$425K -64,358 Closed
CC
633
Corton Capital
Ontario, Canada
-$337K -51,030 Closed
WWM
634
Western Wealth Management
Colorado
-$314K -47,473 Closed
N
635
Natixis
France
-$294K -44,440 Closed
PA
636
Pinnacle Associates
New York
-$287K -43,476 Closed
BAM
637
Blueshift Asset Management
New Jersey
-$274K -41,407 Closed
MHS
638
M Holdings Securities
Oregon
-$260K -39,320 Closed
CNFG
639
Creegan & Nassoura Financial Group
New Hampshire
-$176K -26,625 Closed
RWM
640
Refined Wealth Management
Utah
-$152K -23,031 Closed
MTIM
641
Marathon Trading Investment Management
Pennsylvania
-$141K -21,300 Closed
SG
642
StoneX Group
New York
-$136K -20,638 Closed
RIA
643
Regal Investment Advisors
Michigan
-$131K -19,774 Closed
Teacher Retirement System of Texas
644
Teacher Retirement System of Texas
Texas
-$129K -19,522 Closed
ZB
645
Zions Bancorporation
Utah
-$126K -19,081 Closed
USCWA
646
U.S. Capital Wealth Advisors
Texas
-$105K -15,836 Closed
TWP
647
Tempus Wealth Planning
California
-$104K -15,786 Closed
IAS
648
Insigneo Advisory Services
Florida
-$102K -15,602 Closed
MFG
649
MidWestOne Financial Group
Iowa
-$99.8K -15,100 Closed
KCPG
650
Kavar Capital Partners Group
Kansas
-$99.2K -15,000 Closed