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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
PI
76
Parkside Investments
Illinois
$5.91M -$287K -39,425 -5%
PP
77
PDT Partners
New York
$5.82M -$1.89K -260 -0%
CG
78
Caprock Group
Idaho
$5.72M -$81.4K -11,196 -2%
Cerity Partners
79
Cerity Partners
New York
$5.54M +$1.01M +138,598 +24%
BJL
80
Brighton Jones LLC
Washington
$5.54M -$138K -18,978 -3%
Ameriprise
81
Ameriprise
Minnesota
$5.26M -$578K -79,586 -11%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$4.99M +$113K +15,506 +3%
BHCM
83
Brevan Howard Capital Management
Jersey
$4.9M +$3.88M +533,214 +588%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$4.77M
NRI
85
NFP Retirement Inc
California
$4.53M
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$4.47M -$908K -124,900 -18%
AWS
87
Atria Wealth Solutions
New York
$4.31M +$592K +81,426 +17%
Walleye Capital
88
Walleye Capital
New York
$4.26M -$1.63M -223,724 -29%
RJA
89
Raymond James & Associates
Florida
$4.18M +$80.4K +11,062 +2%
BWFA
90
Baltimore-Washington Financial Advisors
Maryland
$4.13M +$147K +20,188 +4%
ACM
91
Alpha Capital Management
Texas
$3.96M -$93K -12,799 -2%
AQR Capital Management
92
AQR Capital Management
Connecticut
$3.89M +$2.76M +379,255 +329%
Mariner
93
Mariner
Kansas
$3.85M +$666K +91,677 +23%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$3.77M +$195K +26,768 +6%
ZIM
95
Zacks Investment Management
Illinois
$3.77M +$3.48M +479,180 New
AHC
96
Anderson Hoagland & Co
Missouri
$3.74M
Barclays
97
Barclays
United Kingdom
$3.64M +$173K +23,766 +5%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$3.54M +$13.4K +1,840 +0.4%
SBH
99
Segall Bryant & Hamill
Illinois
$3.53M -$134K -18,381 -4%
Osaic Holdings
100
Osaic Holdings
Arizona
$3.5M -$181K -24,952 -5%