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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
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$1.11M -$21.8K -3,000 -2%
AFAS
177
Acorn Financial Advisory Services
Virginia
$1.11M -$122K -16,853 -11%
Truist Financial
178
Truist Financial
North Carolina
$1.09M +$11.5K +1,587 +1%
CIG
179
Consolidated Investment Group
Colorado
$1.08M +$545K +75,000 +119%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$1.06M +$203K +27,958 +26%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$1.06M +$117K +16,097 +14%
LA
182
LM Advisors
California
$1.04M -$727 -100 -0.1%
MG
183
Marex Group
$1.02M +$217K +29,881 +30%
Victory Capital Management
184
Victory Capital Management
Texas
$1.01M +$9.59K +1,319 +1%
PFO
185
PMC FIG Opportunities
Israel
$976K +$903K +124,197 New
AWAU
186
Alliance Wealth Advisors (Utah)
Utah
$958K
QCM
187
Qsemble Capital Management
New York
$930K +$860K +118,279 New
KIG
188
Kennedy Investment Group
New Jersey
$927K +$13.8K +1,900 +2%
MLM
189
Mount Lucas Management
Pennsylvania
$920K +$850K +117,000 New
SIA
190
Soltis Investment Advisors
Utah
$914K -$4.19K -576 -0.5%
KAS
191
Kestra Advisory Services
Texas
$906K +$97.1K +13,361 +13%
PAM
192
Pegasus Asset Management
New York
$888K +$11.7K +1,607 +1%
IA
193
IFP Advisors
Florida
$872K +$146K +20,079 +22%
ET
194
Entropy Technologies
New York
$869K +$275K +37,833 +52%
CAWM
195
Capital Advisors Wealth Management
Washington
$850K +$37.6K +5,180 +5%
SG Americas Securities
196
SG Americas Securities
New York
$827K -$1.79M -246,096 -70%
MOS
197
MGO One Seven
Ohio
$824K +$14.6K +2,003 +2%
CIA
198
Concurrent Investment Advisors
Florida
$819K +$107K +14,787 +17%
Wealthfront Advisers
199
Wealthfront Advisers
California
$818K +$127K +17,505 +20%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$803K