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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNT
226
First National Trust
Pennsylvania
$164K 31,025 +533 +2%
NA
227
NewEdge Advisors
Louisiana
$162K 30,654 +30,654 New
AC
228
Avestar Capital
New York
$159K 30,140 -43,712 -59%
PTC
229
Private Trust Company
Ohio
$158K 30,000 +30,000 New
KCM
230
KRS Capital Management
Michigan
$157K 29,850 +4,350 +17%
Canada Life
231
Canada Life
Manitoba, Canada
$156K 29,544 -88,342 -75%
EH
232
Equitable Holdings
New York
$155K 29,497 +3,577 +14%
SIA
233
Soltis Investment Advisors
Utah
$154K 29,166 +29,166 New
IAN
234
Integrated Advisors Network
Texas
$145K 27,458 +27,458 New
PAMS
235
Pictet Asset Management (Switzerland)
Switzerland
$142K 26,978 -138,802 -84%
GC
236
Garde Capital
Washington
$141K 26,762 +878 +3%
Daiwa Securities Group
237
Daiwa Securities Group
Japan
$139K 26,376 -24,435 -48%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$137K 25,978 +1,789 +7%
BSW
239
Buckingham Strategic Wealth
Missouri
$136K 25,774 +1,356 +6%
PIA
240
Perennial Investment Advisors
California
$136K 25,816 +25,816 New
APA
241
American Portfolios Advisors
New York
$135K 25,650 +1,914 +8%
MP
242
MSD Partners
New York
$132K 25,000 – –
OPS
243
Orion Portfolio Solutions
Nebraska
$131K 24,821 +2,850 +13%
HCP
244
Hexagon Capital Partners
Arkansas
$131K 24,920 +4,100 +20%
ZB
245
Zions Bancorporation
Utah
$131K 24,866 +24,456 +5,965%
Macquarie Group
246
Macquarie Group
Australia
$130K 24,600 +2,293 +10%
JWCA
247
J.W. Cole Advisors
Florida
$129K 24,400 +1,900 +8%
OHWP
248
Oak Harbor Wealth Partners
North Carolina
$125K 23,800 -1,053 -4%
HIA
249
Harbor Investment Advisory
Maryland
$124K 23,612 +23,612 New
GPFA
250
Game Plan Financial Advisors
Ohio
$123K 23,300 +1,900 +9%
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10
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