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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
HAG
201
HighPoint Advisor Group
Illinois
$780K -$126K -17,278 -20%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$778K +$346K +47,672 +93%
Corient Private Wealth
203
Corient Private Wealth
Florida
$776K +$184K +25,375 +35%
PFS
204
Prospera Financial Services
Texas
$754K -$11K -1,520 -2%
LW
205
Lauer Wealth
Indiana
$745K +$57.2K +7,874 +11%
Stifel Financial
206
Stifel Financial
Missouri
$740K -$104K -14,288 -13%
AAS
207
Avantax Advisory Services
Texas
$736K -$38K -5,230 -5%
PIA
208
Perennial Investment Advisors
California
$730K +$21.6K +2,978 +3%
LFP
209
Lakeshore Financial Planning
Michigan
$730K +$36.3K +5,000 +6%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$728K +$409K +56,279 +155%
SWP
211
Stratos Wealth Partners
Ohio
$695K -$57.1K -7,859 -8%
DADC
212
D.A. Davidson & Co
Montana
$689K +$24.1K +3,322 +4%
MC
213
Matisse Capital
Oregon
$684K
GCP
214
GSA Capital Partners
United Kingdom
$665K -$230K -31,661 -27%
Allianz Asset Management
215
Allianz Asset Management
Germany
$664K +$614K +84,500 New
MMA
216
Miracle Mile Advisors
California
$663K
TSS
217
Two Sigma Securities
New York
$657K -$301K -41,437 -33%
KA
218
Kovack Advisors
Florida
$633K -$396K -54,479 -40%
SA
219
Sanctuary Advisors
Indiana
$624K -$513K -70,621 -64%
GVAG
220
Great Valley Advisor Group
Delaware
$592K +$106K +14,637 +24%
MKA
221
M. Kulyk & Associates
Georgia
$589K
BEI
222
Benjamin Edwards Inc
Missouri
$585K +$536K +73,798 +10,513%
SWM
223
Spire Wealth Management
Virginia
$580K +$36.3K +4,995 +7%
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$573K +$227K +31,269 +75%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$573K -$3.79K -522 -0.7%