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SoFi Technologies

617 hedge funds and large institutions have $3.91B invested in SoFi Technologies in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 73 closing their positions.

Holders
617
Holders Change
+31
Holders Change %
+5.29%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
109
Increased
223
Reduced
161
Closed
73
Calls
$672M
Puts
$596M
Net Calls
+$76.1M
Net Calls Change
-$45.7M
Name Market Value Shares Shares
Change
Shares
Change %
CIG
176
Consolidated Investment Group
Colorado
$1.09M 138,000 +75,000 +119%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$1.06M 135,063 +27,958 +26%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$1.06M 134,370 +16,097 +14%
LA
179
LM Advisors
California
$1.04M 132,505 -100 -0.1%
Victory Capital Management
180
Victory Capital Management
Texas
$1.01M 128,661 +1,319 +1%
PFO
181
PMC FIG Opportunities
Israel
$976K 124,197 +124,197 New
AWAU
182
Alliance Wealth Advisors (Utah)
Utah
$958K 121,880
QCM
183
Qsemble Capital Management
New York
$930K 118,279 +118,279 New
KIG
184
Kennedy Investment Group
New Jersey
$927K 118,000 +1,900 +2%
MLM
185
Mount Lucas Management
Pennsylvania
$920K 117,000 +117,000 New
SIA
186
Soltis Investment Advisors
Utah
$914K 116,252 -576 -0.5%
KAS
187
Kestra Advisory Services
Texas
$906K 115,262 +13,361 +13%
PAM
188
Pegasus Asset Management
New York
$888K 112,951 +1,607 +1%
IA
189
IFP Advisors
Florida
$872K 110,947 +20,079 +22%
ET
190
Entropy Technologies
New York
$869K 110,600 +37,833 +52%
CAWM
191
Capital Advisors Wealth Management
Washington
$850K 108,179 +5,180 +5%
SG Americas Securities
192
SG Americas Securities
New York
$827K 105,236 -246,096 -70%
MOS
193
MGO One Seven
Ohio
$824K 104,881 +2,003 +2%
CIA
194
Concurrent Investment Advisors
Florida
$819K 104,203 +14,787 +17%
Wealthfront Advisers
195
Wealthfront Advisers
California
$818K 104,129 +17,505 +20%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$803K 102,103
HAG
197
HighPoint Advisor Group
Illinois
$780K 70,693 -17,278 -20%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$778K 98,956 +47,672 +93%
Corient Private Wealth
199
Corient Private Wealth
Florida
$776K 98,722 +25,375 +35%
PFS
200
Prospera Financial Services
Texas
$754K 95,963 -1,520 -2%