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SoFi Technologies
SOFI

Overview Fund Activity

443 hedge funds and large institutions have $6.69B invested in SoFi Technologies in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 161 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+137
Holders Change %
+44.77%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
188
Increased
161
Reduced
58
Closed
51
Calls
$441M
Puts
$610M
Net Calls
-$169M
Net Calls Change
-$130M

Top Buyers

1
BlackRock
BlackRock
New York
$352M
2
Artisan Partners
Artisan Partners
Wisconsin
$110M
3
Vanguard Group
Vanguard Group
Pennsylvania
$844M
4
State Street
State Street
Massachusetts
$93.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$68.8M

Top Sellers

1
SLG
Silver Lake Group
California
$493M
2
DCP
Durable Capital Partners
Maryland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$49M
4
GC
GPI Capital
New York
$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
226
Biltmore Capital Advisors
New Jersey
$478K +$478K +30,210 New
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$477K +$477K +30,131 New
FNT
228
First National Trust
Pennsylvania
$474K +$474K +30,000 New
CAM
229
Cresset Asset Management
Illinois
$473K +$251K +15,888 +113%
HCA
230
Harbour Capital Advisors
Virginia
$468K +$281K +17,775 +150%
SWP
231
Stratos Wealth Partners
Ohio
$468K +$468K +29,633 New
NA
232
NewEdge Advisors
Louisiana
$463K -$44.3K -2,798 -9%
ACM
233
Alpha Capital Management
Texas
$463K +$32.6K +2,063 +8%
SM
234
SG3 Management
Puerto Rico
$458K +$458K +29,000 New
SMDAM
235
Sumitomo Mitsui DS Asset Management
Japan
$458K +$458K +29,012 New
BCV
236
Banque Cantonale Vaudoise
Switzerland
$455K +$406K +25,548 +819%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$439K +$97.4K +6,147 +29%
GIA
238
Gladstone Institutional Advisory
Florida
$432K -$69.1K -4,375 -14%
MIA
239
MMBG Investment Advisors
Florida
$429K +$429K +27,150 New
BWM
240
Bulltick Wealth Management
Florida
$428K -$1.52K -96 -0.4%
Mariner
241
Mariner
Kansas
$423K +$423K +26,783 New
Nomura Holdings
242
Nomura Holdings
Japan
$414K +$414K +26,179 New
Lazard Asset Management
243
Lazard Asset Management
New York
$410K +$410K +25,943 New
WS
244
Wedbush Securities
California
$409K +$163K +10,290 +66%
APP
245
Alpha Paradigm Partners
Illinois
$401K -$190K -12,035 -32%
WE
246
Wealth Effects
Massachusetts
$398K +$398K +25,165 New
Allianz Asset Management
247
Allianz Asset Management
Germany
$393K +$393K +24,824 New
CWMU
248
Caliber Wealth Management (Utah)
Utah
$388K +$388K +29,392 New
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$382K +$382K +24,179 New
SCA
250
Snowden Capital Advisors
New York
$379K +$59.8K +3,787 +19%
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