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SoFi Technologies

602 hedge funds and large institutions have $3.23B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 253 increasing their positions, 133 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 133

51% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 74

5.99% more ownership

Funds ownership: 39.27%45.27% (+6%)

5% more funds holding

Funds holding: 571602 (+31)

3% more call options, than puts

Call options by funds: $607M | Put options by funds: $588M

14% less capital invested

Capital invested by funds: $3.74B → $3.23B (-$516M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
602
Holders Change
+31
Holders Change %
+5.43%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
112
Increased
253
Reduced
133
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M

SOFI Hedge Fund Activity: Q1 2024 in Review

602 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2024, worth a combined $3.23B — down 14% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SOFI positions and 74 closed out — a net gain of 38 holders — while 253 added to existing stakes and 133 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $113M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $115M sold.

  • 602 institutional investors held SoFi Technologies (SOFI) as of Q1 2024, up from 571 in Q4 2023.
  • Funds reported $3.23B of SoFi Technologies stock for Q1 2024, down 14% quarter-over-quarter.
  • 112 funds opened new SoFi Technologies positions in Q1 2024 and 74 closed out, a net change of +38 holders.
  • The largest SoFi Technologies buyer in Q1 2024 was ARK Investment Management, an estimated $113M added.
  • The largest SoFi Technologies seller in Q1 2024 was Two Sigma Advisers, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.