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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
201
Principal Financial Group
Iowa
$520K -$12.7K -1,921 -2%
MKA
202
M. Kulyk & Associates
Georgia
$495K
Baird Financial Group
203
Baird Financial Group
Wisconsin
$485K -$331 -50 -0.1%
Corient Private Wealth
204
Corient Private Wealth
Florida
$485K +$41K +6,198 +9%
ET
205
Entropy Technologies
New York
$481K -$176K -26,607 -27%
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$479K
BC
207
BIT Capital
Germany
$479K -$9.34M -1,412,391 -95%
SA
208
Strategic Advocates
Utah
$478K -$873 -132 -0.2%
BCM
209
Brookstone Capital Management
Illinois
$476K +$476K +60,703 New
SWM
210
Spire Wealth Management
Virginia
$455K -$680K -102,945 -60%
VF
211
VitalStone Financial
Texas
$451K +$49.8K +7,541 +12%
XWM
212
Xcel Wealth Management
Florida
$450K +$54.5K +8,250 +14%
YDMI
213
Y.D. More Investments
Israel
$443K
Prudential Financial
214
Prudential Financial
New Jersey
$439K +$18.8K +2,838 +4%
SW
215
Solidarity Wealth
Utah
$434K
LNWTC
216
Laird Norton Wetherby Trust Company
Washington
$426K +$292K +44,234 +218%
PWP
217
Pursue Wealth Partners
California
$425K -$425K -64,357 -50%
IIA
218
IPG Investment Advisors
California
$416K +$327K +49,500 +367%
LW
219
Lauer Wealth
Indiana
$416K +$156K +26,546 +60%
CIG
220
Consolidated Investment Group
Colorado
$416K
HGA
221
Hobbs Group Advisors
South Carolina
$403K +$403K +61,000 New
GVAG
222
Great Valley Advisor Group
Delaware
$401K +$5.47K +827 +1%
ASN
223
Advisory Services Network
Georgia
$398K +$82K +12,400 +26%
SLWA
224
San Luis Wealth Advisors
California
$392K +$9.23K +1,418 +2%
HI
225
Harbour Investments
Wisconsin
$391K -$49.4K -7,467 -11%