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SoFi Technologies
SOFI

Overview Fund Activity

440 hedge funds and large institutions have $3.75B invested in SoFi Technologies in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 183 increasing their positions, 90 reducing their positions, and 102 closing their positions.

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
6.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
106
Increased
183
Reduced
90
Closed
102
Calls
$409M
Puts
$530M
Net Calls
-$120M
Net Calls Change
+$48.8M

Top Buyers

1
RCM
1
Riverwood Capital Management
California
$208M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.4M
5
Barclays
5
Barclays
United Kingdom
$20.1M

Top Sellers

1
SoftBank Group
1
SoftBank Group
Japan
$900M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$277M
4
Franklin Resources
4
Franklin Resources
California
$109K
5
BlackRock
5
BlackRock
New York
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
226
Regal Investment Advisors
Michigan
$267K 28,263 +28,263 New
HAI
227
Hennessy Advisors Inc
California
$265K 28,000 -152,500 -84%
WIC
228
Woodmont Investment Counsel
Tennessee
$256K 27,122 +27,122 New
GIA
229
Gladstone Institutional Advisory
Florida
$255K 27,023 -313 -1%
CCS
230
Concentric Capital Strategies
Connecticut
$252K 26,700 +26,700 New
YC
231
Yarbrough Capital
Tennessee
$246K 26,000 +26,000 New
GC
232
Garde Capital
Washington
$245K 25,884 +4,873 +23%
KA
233
Kovack Advisors
Florida
$245K 25,990 +5,199 +25%
EH
234
Equitable Holdings
New York
$245K 25,920 +12,450 +92%
APP
235
Alpha Paradigm Partners
Illinois
$240K 25,387 – –
KCM
236
KRS Capital Management
Michigan
$240K 25,500 +6,185 +32%
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K 25,116 +8,911 +55%
GC
238
Guggenheim Capital
Illinois
$237K 25,027 +6,858 +38%
SPC
239
Sigma Planning Corp
Michigan
$237K 25,050 +7,635 +44%
MP
240
MSD Partners
New York
$236K 25,000 -50,000 -67%
OHWP
241
Oak Harbor Wealth Partners
North Carolina
$235K 24,853 +3,053 +14%
BC
242
Burney Company
Virginia
$232K 24,569 +24,569 New
BSW
243
Buckingham Strategic Wealth
Missouri
$231K 24,418 +13,406 +122%
PCM
244
Penserra Capital Management
California
$230K 32,367 -3,228 -9%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$229K 24,189 +9,272 +62%
APA
246
American Portfolios Advisors
New York
$224K 23,736 -25,890 -52%
JWCA
247
J.W. Cole Advisors
Florida
$213K 22,500 +11,600 +106%
OPS
248
Orion Portfolio Solutions
Nebraska
$208K 21,971 -773 -3%
XWM
249
Xcel Wealth Management
Florida
$208K 22,030 +22,030 New
PFS
250
Prospera Financial Services
Texas
$207K 21,885 -800 -4%
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10
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