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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
VAG
676
VisionPoint Advisory Group
Texas
-$6.61K -1,000 Closed
SWS
677
SYSTM Wealth Solutions
Illinois
-$5.61K -848 Closed
POIA
678
Pin Oak Investment Advisors
Texas
-$4.51K -620 -86%
GI
679
Gradient Investments
Minnesota
-$3.83K -580 Closed
IWA
680
IBEX Wealth Advisors
New Jersey
-$3.31K -500 Closed
KFS
681
Kelly Financial Services
Massachusetts
-$3.31K -500 Closed
OPTFSNA
682
Old Point Trust & Financial Services N A
Virginia
-$3.31K -500 Closed
MAM
683
Meeder Asset Management
Ohio
-$3.12K -472 Closed
BFA
684
BBJS Financial Advisors
Washington
-$2.64K -400 Closed
WAG
685
Wiser Advisor Group
Arizona
-$1.94K -293 Closed
TWP
686
Triad Wealth Partners
Kansas
-$1.65K -250 Closed
CAL
687
Capital Analysts LLC
Pennsylvania
-$1K -128 Closed
DFC
688
DB Fitzpatrick & Co
Idaho
-$694 -105 Closed
OP
689
ORG Partners
Indiana
-$643 -100 Closed
PP
690
Pacifica Partners
Canada
-$651 -100 Closed
MG
691
Mather Group
Illinois
-$694 -95 Closed
BBHC
692
Brown Brothers Harriman & Co
New York
-$198 -30 Closed
TFF
693
The Family Firm
Maryland
-$159 -24 Closed
WIA
694
Wetzel Investment Advisors
Indiana
-$73 -10 Closed