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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
PCM
651
Palisade Capital Management
New Jersey
-$95.8K -14,500 Closed
VIM
652
Vinva Investment Management
Australia
-$137K -13,975 Closed
DT
653
Diversified Trust
Tennessee
-$91.2K -13,803 Closed
RWMG
654
Redwood Wealth Management Group
New Jersey
-$86.4K -13,066 Closed
TCM
655
Teza Capital Management
Illinois
-$82K -12,409 Closed
CIAS
656
Capital Investment Advisory Services
North Carolina
-$81K -12,255 Closed
TPWA
657
Twin Peaks Wealth Advisors
California
-$79.3K -11,997 Closed
SAG
658
SageView Advisory Group
California
-$78.6K -11,892 Closed
SCM
659
Steele Capital Management
Iowa
-$76K -11,500 Closed
NP
660
NorthRock Partners
Minnesota
-$74.4K -11,258 Closed
BCV
661
Banque Cantonale Vaudoise
Switzerland
-$73K -11,000 Closed
OCBCO
662
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$69K -10,687 Closed
SCM
663
Stevens Capital Management
Pennsylvania
-$68K -10,314 Closed
Los Angeles Capital Management
664
Los Angeles Capital Management
California
-$68K -10,293 Closed
BW
665
Bison Wealth
Georgia
-$74.8K -10,249 Closed
RB
666
Richmond Brothers
Michigan
-$66.6K -10,083 Closed
SFC
667
Strategic Financial Concepts
Texas
-$39.5K -10,047 Closed
TS
668
Tamar Securities
California
-$66.3K -10,024 Closed
RFG
669
RFP Financial Group
Georgia
-$20.1K -3,037 Closed
DCM
670
Davis Capital Management
Florida
-$18.6K -2,900 Closed
LTI
671
Laffer Tengler Investments
Tennessee
-$16.8K -2,548 Closed
VNA
672
Valley National Advisers
Pennsylvania
-$13K -2,026 Closed
UWS
673
Unique Wealth Strategies
Illinois
-$10.9K -1,500 Closed
OWA
674
Opal Wealth Advisors
New York
-$7.07K -1,070 Closed
ATPW
675
Ashton Thomas Private Wealth
Arizona
-$6.61K -1,000 Closed