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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
651
Loomis, Sayles & Company
Massachusetts
-$12K -1,170 Closed
FWM
652
Focused Wealth Management
New York
-$11.5K -1,154 Closed
TVAMP
653
Tennessee Valley Asset Management Partners
Tennessee
-$10.9K -1,100 Closed
AFS
654
Annapolis Financial Services
Maryland
-$9.95K -1,000 Closed
BCM
655
Bourgeon Capital Management
Connecticut
-$7.53K -757 Closed
AWM
656
Able Wealth Management
New Jersey
-$6.72K -675 Closed
FPFS
657
First Personal Financial Services
North Carolina
-$4.99K -501 Closed
LWANC
658
Laurel Wealth Advisors (North Carolina)
North Carolina
-$2.99K -300 Closed
WT
659
Whittier Trust
California
-$2.99K -300 Closed
WCM
660
Winthrop Capital Management
Indiana
-$2.99K -300 Closed
CFB
661
Cullen/Frost Bankers
Texas
-$2.49K -250 Closed
CP
662
Castleview Partners
Texas
-$1.99K -200 Closed
CWM
663
Cranbrook Wealth Management
Michigan
-$1.64K -165 Closed
VWM
664
Venturi Wealth Management
Texas
-$1.19K -120 Closed
AWM
665
Abound Wealth Management
Tennessee
-$1.07K -107 Closed
CAM
666
Clarity Asset Management
Iowa
-$995 -100 Closed
BFPW
667
BOK Financial Private Wealth
Colorado
-$995 -100 Closed
TWP
668
TFO Wealth Partners
Ohio
-$458 -46 Closed
TC
669
Truvestments Capital
Florida
-$229 -23 Closed
TCM
670
Tradewinds Capital Management
Washington
-$120 -12 Closed