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SoFi Technologies

598 hedge funds and large institutions have $3.22B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 250 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
113
Increased
250
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$1.29M -$25.3K -3,472 -2%
BPA
152
Beacon Pointe Advisors
California
$1.29M +$526K +71,991 +69%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$1.27M +$126K +17,200 +11%
Nomura Holdings
154
Nomura Holdings
Japan
$1.27M +$1.27M +173,863 New
Parallax Volatility Advisers
155
Parallax Volatility Advisers
California
$1.26M +$625K +85,566 +99%
FWP
156
Firethorn Wealth Partners
Georgia
$1.26M +$152K +20,763 +14%
SWM
157
Spire Wealth Management
Virginia
$1.25M -$32.1K -4,400 -2%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$1.23M +$342K +46,823 +38%
Stifel Financial
159
Stifel Financial
Missouri
$1.22M +$467K +63,958 +62%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$1.2M +$1.12M +153,314 +1,386%
URS
161
Utah Retirement Systems
Utah
$1.17M +$6.57K +900 +0.6%
JF
162
Jump Financial
Illinois
$1.17M -$967K -132,510 -45%
AFAS
163
Acorn Financial Advisory Services
Virginia
$1.16M -$10.7K -1,463 -0.9%
Creative Planning
164
Creative Planning
Kansas
$1.14M +$149K +20,351 +15%
PCM
165
Prentice Capital Management
Connecticut
$1.1M +$1.1M +150,000 New
Truist Financial
166
Truist Financial
North Carolina
$1.09M +$106K +14,475 +11%
SO
167
STRS Ohio
Ohio
$1.09M +$364K +49,908 +51%
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$1.06M +$758K +103,809 +255%
LA
169
LM Advisors
California
$1.05M -$175K -24,000 -14%
BRWA
170
B. Riley Wealth Advisors
Florida
$1.02M +$51.8K +6,488 +5%
HV
171
HST Ventures
Utah
$1.01M +$1.01M +137,931 New
ECM
172
ExodusPoint Capital Management
New York
$991K +$307K +41,976 +45%
PWP
173
Pursue Wealth Partners
California
$940K +$940K +128,715 New
KA
174
Kovack Advisors
Florida
$915K +$54.8K +7,502 +6%
AWAU
175
Alliance Wealth Advisors (Utah)
Utah
$890K