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SoFi Technologies
SOFI

Overview Fund Activity

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

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$482M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$300M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$244M
4
UBS Group
4
UBS Group
Switzerland
$193M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.51B

Top Sellers

1
SLG
1
Silver Lake Group
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$220M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.63M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.5M
5
Millennium Management
5
Millennium Management
New York
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MSG
626
Main Street Group
Virginia
$4.62K 300 – –
MRP
627
Measured Risk Portfolios
California
$4.62K 300 +300 New
MMCM
628
Murphy & Mullick Capital Management
New York
$4.62K 300 +300 New
AWM
629
AllSquare Wealth Management
New York
$4.62K 300 +300 New
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$4.34K 282 +58 +26%
CFB
631
Cullen/Frost Bankers
Texas
$4.31K 280 -840 -75%
SFG
632
Stonebridge Financial Group
Pennsylvania
$4.31K 280 +280 New
S
633
Sachetta
Massachusetts
$3.9K 253 – –
AIM
634
Anchor Investment Management
South Carolina
$3.88K 252 +240 +2,000%
CSB
635
City State Bank
Iowa
$3.85K 250 -250 -50%
AAG
636
Armstrong Advisory Group
Massachusetts
$3.85K 250 +250 New
MCM
637
MV Capital Management
Maryland
$3.71K 241 -13 -5%
CA
638
Crewe Advisors
Utah
$3.68K 239 -13,822 -98%
AssetMark Inc
639
AssetMark Inc
California
$3.67K 238 +238 New
ACA
640
American Capital Advisory
Idaho
$3.23K 210 – –
CAS
641
Coppell Advisory Solutions
Texas
$3.13K 200 – –
GCS
642
Gordian Capital (Singapore)
Singapore
$3.13K 200 +200 New
MSFP
643
Mark Sheptoff Financial Planning
Connecticut
$3.08K 200 – –
KSWA
644
Kathleen S. Wright Associates
Pennsylvania
$3.08K 200 +200 New
AG
645
AmeriFlex Group
Nevada
$2.59K 164 +164 New
SIC
646
SJS Investment Consulting
Ohio
$2.33K 151 +15 +11%
DPW
647
DiNuzzo Private Wealth
Pennsylvania
$2.14K 139 +35 +34%
CWP
648
Concord Wealth Partners
Virginia
$2.09K 136 +100 +278%
SN
649
Sittner & Nelson
Oregon
$2.05K 133 +133 New
HBW
650
Hazlett, Burt & Watson
West Virginia
$2K 100 – –
24 25
26
27 28