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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 %
WPW
751
Waldron Private Wealth
Pennsylvania
– – -4,947 Closed
HWA
752
HHM Wealth Advisors
Tennessee
– – -3,450 Closed
CPA
753
Capital Performance Advisors
California
– – -3,412 Closed
PFG
754
Prosperity Financial Group
California
– – -3,200 Closed
BWP
755
Baldwin Wealth Partners
Massachusetts
– – -2,706 Closed
Allspring Global Investments
756
Allspring Global Investments
North Carolina
– – -2,122 Closed
SHIM
757
Stone House Investment Management
Pennsylvania
– – -1,500 Closed
FWM
758
Focused Wealth Management
New York
– – -1,194 Closed
RP
759
Raelipskie Partnership
Ontario, Canada
– – -1,000 Closed
JPWM
760
Jamison Private Wealth Management
Georgia
– – -565 Closed
SC
761
Stephens Consulting
Michigan
– – -500 Closed
LOIM
762
Liberty One Investment Management
Illinois
– – -313 Closed
HNB
763
Hilltop National Bank
Wyoming
– – -300 Closed
FAM
764
Flaharty Asset Management
Florida
– – -200 Closed
GSEP
765
Golden State Equity Partners
California
– – -109 Closed
DAM
766
Delta Asset Management
Tennessee
– – -75 Closed
WPA
767
West Paces Advisors
Georgia
– – -45 Closed
CA
768
Claris Advisors
Missouri
– – -36 Closed
MFG
769
Mendota Financial Group
Wisconsin
– – -7 Closed
Point72 Asset Management
770
Point72 Asset Management
Connecticut
– – – –
LOAME
771
Lombard Odier Asset Management (Europe)
United Kingdom
– – – –
ACM
772
Advent Capital Management
New York
– – – –
LP
773
LMR Partners
United Kingdom
– – – –
AFP
774
Ausdal Financial Partners
Iowa
– – – –
SB
775
SIG Brokerage
New York
– – – –
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31
32