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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 %
FP
651
Financial Perspectives
Minnesota
$1.93K 125 – –
DWA
652
Delos Wealth Advisors
Texas
$1.93K 125 – –
Fifth Third Bancorp
653
Fifth Third Bancorp
Ohio
$1.85K 120 – –
BGAI
654
Bruce G. Allen Investments
Colorado
$1.82K 118 – –
SAM
655
Synergy Asset Management
Washington
$1.76K 224 +224 New
SWM
656
Sanctuary Wealth Management
Idaho
$1.57K 102 +43 +73%
ADL
657
Asset Dedication LLC
California
$1.54K 100 -300 -75%
CFFP
658
Center for Financial Planning
Michigan
$1.54K 100 – –
HPC
659
HM Payson & Co
Maine
$1.54K 100 – –
CWM
660
Copia Wealth Management
Oregon
$1.54K 100 +100 New
MWA
661
Miller Wealth Advisors
Colorado
$1.54K 100 +100 New
PWA
662
Principia Wealth Advisory
Texas
$1.43K 93 +93 New
FFO
663
Fortitude Family Office
Arizona
$1.42K 92 -5,448 -98%
PWMG
664
Private Wealth Management Group
New Jersey
$1.22K 79 – –
CSWM
665
Cassady Schiller Wealth Management
Ohio
$1.14K 74 +74 New
WCM
666
WealthTrak Capital Management
Virginia
$1.08K 70 +70 New
POIA
667
Pin Oak Investment Advisors
Texas
$1K 100 – –
CA
668
Centerpoint Advisors
Massachusetts
$1K 50 – –
PA
669
Pineridge Advisors
Missouri
$907 59 +54 +1,080%
RMP
670
Richards, Merrill & Peterson
Washington
$893 58 +58 New
FFA
671
Frazier Financial Advisors
Ohio
$891 57 +30 +111%
PWS
672
Peterson Wealth Services
Utah
$832 54 +54 New
TC
673
Truvestments Capital
Florida
$770 50 +50 New
WFA
674
West Financial Advisors
Iowa
$755 49 – –
Optiver Holding
675
Optiver Holding
Netherlands
$708 46 +46 New
25 26
27
28 29