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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 %
RFG
676
REAP Financial Group
Texas
$616 40 – –
RAM
677
Riggs Asset Management
Pennsylvania
$610 39 – –
CIAM
678
Caitong International Asset Management
Hong Kong
$601 39 +39 New
BTI
679
Blue Trust Inc
Georgia
$554 36 -13,570 -100%
GWSA
680
Global Wealth Strategies & Associates
Colorado
$554 36 +36 New
PWM
681
Parkworth Wealth Management
California
$416 27 +27 New
EAM
682
Eukles Asset Management
Ohio
$308 20 – –
CIA
683
Cape Investment Advisory
Georgia
$308 20 – –
SJIM
684
St. Johns Investment Management
Florida
$293 19 – –
HNW
685
High Note Wealth
Minnesota
$139 9 +9 New
TCM
686
Tradewinds Capital Management
Washington
$124 8 +8 New
NS
687
NBC Securities
Alabama
$108 7 -9,574 -100%
BF
688
BOK Financial
Oklahoma
$99 7 – –
ACM
689
Anfield Capital Management
California
$92 6 +6 New
OWP
690
ORG Wealth Partners
Texas
$77 5 +5 New
AWM
691
Activest Wealth Management
Florida
$31 2 +2 New
FWM
692
FSA Wealth Management
Massachusetts
$15 1 – –
SLG
693
Silver Lake Group
California
– – -31,154,165 Closed
GC
694
GPI Capital
New York
– – -3,749,760 Closed
Balyasny Asset Management
695
Balyasny Asset Management
Illinois
– – -2,750,733 Closed
CSS
696
Cubist Systematic Strategies
Connecticut
– – -2,479,584 Closed
GS
697
GTS Securities
New York
– – -1,057,698 Closed
SBH
698
Segall Bryant & Hamill
Illinois
– – -449,135 Closed
QOP
699
Quinn Opportunity Partners
Virginia
– – -429,000 Closed
SEC
700
Seven Eight Capital
New York
– – -411,393 Closed
26 27
28
29 30