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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 %
OCM
651
Orion Capital Management
California
– – -5,000 Closed
PSB
652
Piscataqua Savings Bank
New Hampshire
– – -3,000 Closed
MCM
653
Manchester Capital Management
Vermont
– – -2,676 Closed
CLOS
654
Compagnie Lombard Odier SCmA
Switzerland
– – -2,200 Closed
Optiver Holding
655
Optiver Holding
Netherlands
– – -2,109 Closed
AssetMark Inc
656
AssetMark Inc
California
– – -1,000 Closed
CFGS
657
Concourse Financial Group Securities
Alabama
– – -1,000 Closed
CTWM
658
Cherry Tree Wealth Management
Minnesota
– – -427 Closed
VL
659
Vima LLC
Michigan
– – -333 Closed
VAMG
660
Voisard Asset Management Group
Michigan
– – -150 Closed
PAI
661
Pittenger & Anderson Inc
Nebraska
– – -75 Closed
SIC
662
SJS Investment Consulting
Ohio
– – -54 Closed
WBC
663
West Branch Capital
Massachusetts
– – -6 Closed
IHWM
664
Iron Horse Wealth Management
Iowa
– – -4 Closed
EP
665
Elkhorn Partners
Nebraska
– – – –
CMP
666
Coston McIsaac & Partners
Maine
$0 5 – –
CA
667
Centerpoint Advisors
Massachusetts
$0 50 – –
EH
668
EMG Holdings
Connecticut
– – – –
JGC
669
J. Goldman & Co
New York
– – – –
LP
670
LMR Partners
United Kingdom
– – – –
CL
671
CSS LLC
Illinois
– – – –
CHA
672
Carmichael Hill & Associates
Maryland
– – – –
CFM
673
Crawford Fund Management
Massachusetts
– – – –
XS
674
XR Securities
Illinois
– – – –
SC
675
Sculptor Capital
New York
– – – –
24 25 26
27
28