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SoFi Technologies
SOFI

Overview Fund Activity

306 hedge funds and large institutions have $5.56B invested in SoFi Technologies in 2021 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 107 increasing their positions, 26 reducing their positions, and 68 closing their positions.

Holders
306
Holders Change
+73
Holders Change %
+31.33%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
144
Increased
107
Reduced
26
Closed
68
Calls
$366M
Puts
$406M
Net Calls
-$39.5M
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M
2
BlackRock
2
BlackRock
New York
$216M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$85.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$71.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119M

Top Sellers

1
TP
1
Third Point
New York
$0
2
DCP
2
Durable Capital Partners
Maryland
$57.1M
3
IVMX
3
Institutional Venture Management XIV
California
$0
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
226
Highlander Capital Management
New Jersey
$167K 10,500 +10,500 New
LC
227
Lindbrook Capital
California
$166K 10,476 +10,476 New
PWM
228
Perigon Wealth Management
California
$164K 10,351 +10,351 New
PCM
229
Parsons Capital Management
Rhode Island
$159K 10,000 – –
CHA
230
Cooper/Haims Advisors
New York
$159K 10,000 – –
ER
231
Enlightenment Research
Florida
$159K 10,000 +10,000 New
PA
232
PSI Advisors
Florida
$134K 8,495 +8,495 New
GWMIA
233
Global Wealth Management Investment Advisory
Florida
$121K 7,626 +7,626 New
CAM
234
CenterStar Asset Management
Illinois
– – – –
Asset Management One
235
Asset Management One
Japan
$93K 5,888 +1,542 +35%
HCP
236
Hexagon Capital Partners
Arkansas
$75K 4,700 +4,200 +840%
EWM
237
Edge Wealth Management
New York
$70K 4,420 -1,050 -19%
AFG
238
Albion Financial Group
Utah
$67K 4,241 +4,241 New
NFG
239
Next Financial Group
Texas
$62K 3,916 +1,470 +60%
EW
240
Evoke Wealth
California
$55K 3,500 +3,500 New
BCV
241
Banque Cantonale Vaudoise
Switzerland
$50K 3,118 +3,118 New
AA
242
Ancora Advisors
Ohio
$49K 3,100 +600 +24%
WWM
243
Wagner Wealth Management
South Carolina
$46K 2,273 +273 +14%
TCWM
244
Total Clarity Wealth Management
Illinois
$44K 2,800 +2,800 New
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$38K 2,387 -175 -7%
CA
246
Clearstead Advisors
Ohio
$36K 2,240 +1,600 +250%
MAWCM
247
Mine & Arao Wealth Creation & Management
California
$32K 1,960 +560 +40%
GKWIM
248
Gerber Kawasaki Wealth & Investment Management
California
$32K 2,060 +2,060 New
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$31K 1,975 +1,075 +119%
HA
250
Herold Advisors
New York
$31K 2,000 +2,000 New
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10
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