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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 %
CSS
176
Cubist Systematic Strategies
Connecticut
$889K +$889K +121,782 New
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$879K +$2.24K +307 +0.3%
Victory Capital Management
178
Victory Capital Management
Texas
$869K -$3.02K -413 -0.3%
HAG
179
HighPoint Advisor Group
Illinois
$836K +$6.77K +951 +0.8%
VOYA Investment Management
180
VOYA Investment Management
Georgia
$833K -$20.1K -2,747 -2%
KIG
181
Kennedy Investment Group
New Jersey
$810K -$3.65K -500 -0.4%
SWP
182
Stratos Wealth Partners
Ohio
$792K -$19.3K -2,642 -2%
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$784K +$10.9K +1,494 +1%
PFS
184
Prospera Financial Services
Texas
$780K +$86K +11,782 +12%
CAWM
185
Capital Advisors Wealth Management
Washington
$748K +$23K +3,150 +3%
PAM
186
Pegasus Asset Management
New York
$744K +$26.7K +3,656 +4%
ET
187
Entropy Technologies
New York
$725K +$725K +99,374 New
AAS
188
Avantax Advisory Services
Texas
$710K +$113K +15,461 +19%
EH
189
Equitable Holdings
New York
$697K +$138K +18,967 +25%
BAM
190
Blueshift Asset Management
New Jersey
$679K +$679K +93,020 New
VF
191
Virtu Financial
New York
$670K +$670K +91,736 New
IA
192
IFP Advisors
Florida
$657K +$272K +37,302 +71%
MC
193
Matisse Capital
Oregon
$655K +$5.66K +775 +0.9%
KAS
194
Kestra Advisory Services
Texas
$654K +$136K +18,647 +26%
AC
195
AXQ Capital
New Jersey
$653K +$513K +70,300 +366%
LFP
196
Lakeshore Financial Planning
Michigan
$608K +$608K +83,306 New
DnB Asset Management
197
DnB Asset Management
Norway
$608K -$819K -112,190 -57%
DADC
198
D.A. Davidson & Co
Montana
$607K +$21.8K +2,991 +4%
PIA
199
Perennial Investment Advisors
California
$599K +$35.1K +4,802 +6%
MMA
200
Miracle Mile Advisors
California
$594K +$21.9K +3,000 +4%