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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
CCP
101
Clarity Capital Partners
California
$3.47M +$49.9K +6,864 +2%
QOP
102
Quinn Opportunity Partners
Virginia
$3.37M +$2.83M +390,000 +1,000%
SEC
103
Seven Eight Capital
New York
$3.23M +$2.99M +411,393 New
PD
104
Point72 (DIFC)
United Arab Emirates
$3.22M +$2.98M +409,506 New
EP
105
Edgestream Partners
New Jersey
$3.18M +$1.05M +144,139 +55%
First Trust Advisors
106
First Trust Advisors
Illinois
$3.09M +$764K +105,073 +36%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$3.05M +$4.92K +677 +0.2%
TCM
108
Triumph Capital Management
Colorado
$3.03M +$12.6K +1,736 +0.5%
AllianceBernstein
109
AllianceBernstein
Tennessee
$3.02M +$46.2K +6,363 +2%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$3.02M -$59.5K -8,183 -2%
EWA
111
EP Wealth Advisors
California
$2.95M -$51.5K -7,079 -2%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.94M -$135K -18,640 -5%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$2.77M -$2.95M -406,360 -54%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.76M +$411K +56,595 +19%
PAG
115
Private Advisor Group
New Jersey
$2.73M -$138K -18,957 -5%
EGM
116
Engineers Gate Manager
New York
$2.73M +$2.1M +288,873 +499%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$2.58M -$87.2K -11,993 -4%
CC
118
Centiva Capital
New York
$2.57M +$2.38M +327,351 New
OSNBOA
119
Old Second National Bank of Aurora
Illinois
$2.56M -$5.4K -743 -0.2%
Wolverine Trading
120
Wolverine Trading
Illinois
$2.55M -$199K -27,406 -8%
DnB Asset Management
121
DnB Asset Management
Norway
$2.52M +$1.63M +224,157 +234%
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
$2.45M +$2.27M +312,022 New
LAM
123
LifePro Asset Management
California
$2.45M +$2.27M +311,749 New
NFG
124
Norris Financial Group
South Carolina
$2.44M +$204K +28,092 +10%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.41M -$1.08M -148,186 -33%