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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 %
WWS
726
Wellington Wealth Strategies
Indiana
– – -25,208 Closed
CSPIA
727
Cary Street Partners Investment Advisory
Virginia
– – -20,083 Closed
Credit Agricole
728
Credit Agricole
France
– – -18,572 Closed
SPA
729
Sherbrooke Park Advisers
New York
– – -17,432 Closed
AAA
730
American Alpha Advisors
New York
– – -17,000 Closed
VCM
731
Vivaldi Capital Management
Illinois
– – -15,788 Closed
WGC
732
Watts Gwilliam & Co
Arizona
– – -15,247 Closed
PP
733
Paloma Partners
Connecticut
– – -14,176 Closed
PAS
734
Point72 Asia (Singapore)
Singapore
– – -12,612 Closed
MGIA
735
Moneta Group Investment Advisors
Missouri
– – -12,348 Closed
MSFS
736
Main Street Financial Solutions
Pennsylvania
– – -12,026 Closed
SWM
737
Silverlake Wealth Management
Vermont
– – -12,006 Closed
CHA
738
Cooper/Haims Advisors
New York
– – -11,900 Closed
GWMIA
739
Global Wealth Management Investment Advisory
Florida
– – -11,870 Closed
PFGIA
740
Patriot Financial Group Insurance Agency
Massachusetts
– – -11,584 Closed
FRM
741
Fox Run Management
Connecticut
– – -11,368 Closed
AWM
742
Accurate Wealth Management
Florida
– – -11,090 Closed
KNW
743
Kesler Norman & Wride
Utah
– – -11,000 Closed
GC
744
Guggenheim Capital
Illinois
– – -10,843 Closed
G
745
Gainplan
Michigan
– – -10,351 Closed
Brown Advisory
746
Brown Advisory
Maryland
– – -10,255 Closed
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -10,188 Closed
SB
748
Strategic Blueprint
Georgia
– – -10,068 Closed
KWM
749
Keebeck Wealth Management
Illinois
– – -10,000 Closed
CM
750
Caption Management
Oklahoma
– – -5,797 Closed
28 29
30
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