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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$1.81M +$57.6K +7,928 +4%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$1.78M +$277K +38,100 +20%
WDL
153
Well Done LLC
Michigan
$1.77M -$5.24K -721 -0.3%
BCM
154
Bayesian Capital Management
New York
$1.74M +$1.25M +172,600 +355%
QCM
155
Quantinno Capital Management
New York
$1.71M +$1.35M +185,655 +591%
VF
156
Virtu Financial
New York
$1.65M +$1.52M +209,778 New
DFCM
157
Dark Forest Capital Management
Puerto Rico
$1.62M +$1.5M +206,665 New
RMCM
158
Reynders McVeigh Capital Management
Massachusetts
$1.6M -$39.1K -5,384 -3%
HighTower Advisors
159
HighTower Advisors
Illinois
$1.57M -$25K -3,446 -2%
Vontobel Holding
160
Vontobel Holding
Switzerland
$1.57M +$75.1K +10,338 +5%
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$1.56M +$409K +56,259 +39%
SRL
162
Scientech Research LLC
New Jersey
$1.52M +$1.4M +192,921 New
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$1.51M +$163K +22,426 +13%
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$1.49M -$15.4K -2,121 -1%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$1.48M -$104K -14,311 -7%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$1.43M +$663K +91,185 +102%
BC
167
Burney Company
Virginia
$1.43M
CMTU
168
Capital Markets Trading (UK)
United Kingdom
$1.38M +$220K +30,239 +21%
URS
169
Utah Retirement Systems
Utah
$1.34M
TI
170
Trexquant Investment
Connecticut
$1.27M -$3.89M -535,314 -77%
FC
171
FORA Capital
Florida
$1.23M +$1.13M +155,959 New
Creative Planning
172
Creative Planning
Kansas
$1.19M -$2.31K -318 -0.2%
BBA
173
Baader Bank Aktiengesellschaft
Germany
$1.18M +$1.09M +150,000 New
BPA
174
Beacon Pointe Advisors
California
$1.16M -$215K -29,520 -17%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$1.13M +$560K +77,103 +110%

SOFI Hedge Fund Activity: Q3 2024 in Review

624 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q3 2024, worth a combined $4.01B — up 35% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SOFI positions and 72 closed out — a net gain of 38 holders — while 226 added to existing stakes and 162 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $84.6M. The largest seller was Morgan Stanley, cutting an estimated $29M.

  • 624 institutional investors held SoFi Technologies (SOFI) as of Q3 2024, up from 590 in Q2 2024.
  • Funds reported $4.01B of SoFi Technologies stock for Q3 2024, up 35% quarter-over-quarter.
  • 110 funds opened new SoFi Technologies positions in Q3 2024 and 72 closed out, a net change of +38 holders.
  • The largest SoFi Technologies buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $84.6M added.
  • The largest SoFi Technologies seller in Q3 2024 was Morgan Stanley, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2024.