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SoFi Technologies

591 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 245 increasing their positions, 158 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 158

24% more call options, than puts

Call options by funds: $626M | Put options by funds: $504M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 81

2% less funds holding

Funds holding: 602591 (-11)

2.63% less ownership

Funds ownership: 45.27%42.64% (-2.6%)

8% less capital invested

Capital invested by funds: $3.23B → $2.98B (-$245M)

Holders
591
Holders Change
-11
Holders Change %
-1.83%
% 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
80
Increased
245
Reduced
158
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M

SOFI Hedge Fund Activity: Q2 2024 in Review

591 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2024, worth a combined $2.98B — down 7.6% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SOFI and 80 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 245 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $66.9M. The largest seller was Citadel Advisors, cutting an estimated $81.8M.

  • 591 institutional investors held SoFi Technologies (SOFI) as of Q2 2024, down from 602 in Q1 2024.
  • Funds reported $2.98B of SoFi Technologies stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 80 funds opened new SoFi Technologies positions in Q2 2024 and 81 closed out, a net change of -1 holder.
  • The largest SoFi Technologies buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $66.9M added.
  • The largest SoFi Technologies seller in Q2 2024 was Citadel Advisors, an estimated $81.8M sold.

Based on aggregated 13F filings for Q2 2024.