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SoFi Technologies

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

Holders
586
Holders Change
-12
Holders Change %
-2.01%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M
Name Market Value Shares Shares
Change
Shares
Change %
CAWM
176
Capital Advisors Wealth Management
Washington
$681K 102,999 +486 +0.5%
MOS
177
MGO One Seven
Ohio
$680K 102,878 -75,756 -42%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$675K 102,103 +25,583 +33%
KAS
179
Kestra Advisory Services
Texas
$674K 101,901 +12,328 +14%
TCBWMS
180
Texas Capital Bank Wealth Management Services
Texas
$661K 100,000 +70,000 +233%
AAS
181
Avantax Advisory Services
Texas
$654K 98,929 +1,710 +2%
HAG
182
HighPoint Advisor Group
Illinois
$653K 87,971 -29,550 -25%
PFS
183
Prospera Financial Services
Texas
$644K 97,483 -9,330 -9%
Russell Investments Group
184
Russell Investments Group
United Kingdom
$641K 96,986 +53,362 +122%
SWP
185
Stratos Wealth Partners
Ohio
$637K 96,320 -12,202 -11%
DnB Asset Management
186
DnB Asset Management
Norway
$634K 95,954 +12,717 +15%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$621K 70,401 +4,661 +7%
HI
188
Hudock Inc
Pennsylvania
$612K 92,630 +92,630 New
IA
189
IFP Advisors
Florida
$601K 90,868 +898 +1%
BHCM
190
Brevan Howard Capital Management
Jersey
$600K 90,711 -90,975 -50%
PIA
191
Perennial Investment Advisors
California
$594K 89,926 +7,866 +10%
CIA
192
Concurrent Investment Advisors
Florida
$591K 89,416 +22,211 +33%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$589K 89,034 +68,356 +331%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$585K 88,580 +86,545 +4,253%
LFP
195
Lakeshore Financial Planning
Michigan
$580K 87,813 +4,507 +5%
MC
196
Matisse Capital
Oregon
$575K 87,038 -2,622 -3%
Wealthfront Advisers
197
Wealthfront Advisers
California
$573K 86,624 +41,193 +91%
MMA
198
Miracle Mile Advisors
California
$558K 84,350 +3,000 +4%
DADC
199
D.A. Davidson & Co
Montana
$558K 84,342 +1,179 +1%
PI
200
PFG Investments
New York
$545K 82,397 +20,175 +32%