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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Market Value Shares Shares
Change
Shares
Change %
CIAS
651
Capital Investment Advisory Services
North Carolina
-12,255 Closed
TPWA
652
Twin Peaks Wealth Advisors
California
-11,997 Closed
SAG
653
SageView Advisory Group
California
-11,892 Closed
SCM
654
Steele Capital Management
Iowa
-11,500 Closed
NP
655
NorthRock Partners
Minnesota
-11,258 Closed
BCV
656
Banque Cantonale Vaudoise
Switzerland
-11,000 Closed
OCBCO
657
Oversea-Chinese Banking Corp (OCBC)
Singapore
-10,687 Closed
SCM
658
Stevens Capital Management
Pennsylvania
-10,314 Closed
Los Angeles Capital Management
659
Los Angeles Capital Management
California
-10,293 Closed
BW
660
Bison Wealth
Georgia
-10,249 Closed
RB
661
Richmond Brothers
Michigan
-10,083 Closed
SFC
662
Strategic Financial Concepts
Texas
-10,047 Closed
TS
663
Tamar Securities
California
-10,024 Closed
RFG
664
RFP Financial Group
Georgia
-3,037 Closed
DCM
665
Davis Capital Management
Florida
-2,900 Closed
LTI
666
Laffer Tengler Investments
Tennessee
-2,548 Closed
VNA
667
Valley National Advisers
Pennsylvania
-2,026 Closed
OWA
668
Opal Wealth Advisors
New York
-1,070 Closed
VAG
669
VisionPoint Advisory Group
Texas
-1,000 Closed
ATPW
670
Ashton Thomas Private Wealth
Arizona
-1,000 Closed
SWS
671
SYSTM Wealth Solutions
Illinois
-848 Closed
POIA
672
Pin Oak Investment Advisors
Texas
$0 100 -620 -86%
GI
673
Gradient Investments
Minnesota
-580 Closed
OPTFSNA
674
Old Point Trust & Financial Services N A
Virginia
-500 Closed
KFS
675
Kelly Financial Services
Massachusetts
-500 Closed