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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$703M -$4.3M -591,891 -0.7%
BlackRock
2
BlackRock
New York
$357M -$140K -19,235 -0%
SLG
3
Silver Lake Group
California
$245M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$194M +$84.6M +11,633,006 +89%
State Street
5
State Street
Massachusetts
$142M +$2.26M +310,532 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$139M +$2.61M +358,806 +2%
AIM
7
ARK Investment Management
Florida
$99.1M -$14M -1,923,209 -13%
Norges Bank
8
Norges Bank
Norway
$93.9M -$14.6M -2,007,926 -14%
Morgan Stanley
9
Morgan Stanley
New York
$93.8M -$29M -3,991,715 -25%
Renaissance Technologies
10
Renaissance Technologies
New York
$89.5M +$82.8M +11,390,900 New
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$79M -$10.3M -1,411,679 -12%
NAMA
12
Nikko Asset Management Americas
New York
$78.9M -$10.3M -1,420,894 -12%
Marshall Wace
13
Marshall Wace
United Kingdom
$66M +$14.8M +2,035,426 +32%
JP Morgan Chase
14
JP Morgan Chase
New York
$58.7M +$26.3M +3,617,201 +94%
Millennium Management
15
Millennium Management
New York
$56.1M +$40.4M +5,553,728 +350%
Charles Schwab
16
Charles Schwab
California
$48.3M +$633K +87,097 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$47M +$41.7M +5,732,074 +2,336%
PCM
18
Patient Capital Management
Maryland
$45.6M +$14.2M +1,950,649 +51%
Bank of America
19
Bank of America
North Carolina
$44.9M +$28.5M +3,924,070 +220%
Jane Street
20
Jane Street
New York
$42.5M -$26.7M -3,679,541 -40%
Wells Fargo
21
Wells Fargo
California
$41.9M +$14.3M +1,968,365 +58%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$39.4M -$28.2M -3,881,764 -44%
Northern Trust
23
Northern Trust
Illinois
$38.8M +$1.13M +155,082 +3%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$34.9M +$1.13M +155,065 +135%
ACL
25
Azora Capital LP
Florida
$34.2M +$2.57M +352,901 +9%