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SoFi Technologies
SOFI

Overview Fund Activity

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
226
CIM Investment Management
Pennsylvania
$274K 45,087 +2,110 +5%
AIM
227
Aigen Investment Management
New York
$270K 44,556 -21,421 -32%
MHS
228
M Holdings Securities
Oregon
$269K 44,310 -4,996 -10%
AAS
229
Avantax Advisory Services
Texas
$266K 43,897 +10,605 +32%
CWMU
230
Caliber Wealth Management (Utah)
Utah
$266K 43,851 – –
SWM
231
SeaCrest Wealth Management
New York
$262K 43,241 -25,000 -37%
AMC
232
Asset Management Corp
Illinois
$257K 42,329 -31,250 -42%
RSA
233
River Street Advisors
Illinois
$256K 42,130 +2,281 +6%
GIA
234
Gladstone Institutional Advisory
Florida
$249K 41,000 +25,802 +170%
TCBWMS
235
Texas Capital Bank Wealth Management Services
Texas
$243K 40,000 +40,000 New
N
236
Natixis
France
$241K 39,625 -67,750 -63%
OIA
237
OneDigital Investment Advisors
Kansas
$240K 39,512 -1,884 -5%
HCM
238
Highlander Capital Management
New Jersey
$239K 39,350 -2,000 -5%
VWM
239
Vigilare Wealth Management
Arizona
$237K 39,105 -4,598 -11%
HI
240
Hudock Inc
Pennsylvania
$237K 38,983 +72 +0.2%
KI
241
Kapitalo Investimentos
Brazil
$236K 38,945 +38,945 New
GSIAS
242
Garden State Investment Advisory Services
New Jersey
$236K 38,873 -6,143 -14%
SWP
243
Stratos Wealth Partners
Ohio
$233K 38,349 +11,400 +42%
Manulife (Manufacturers Life Insurance)
244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K 37,528 +2,401 +7%
IGGA
245
Iron Gate Global Advisors
Utah
$227K 37,279 – –
BWM
246
Bulltick Wealth Management
Florida
$224K 36,938 -4,102 -10%
SIA
247
Soltis Investment Advisors
Utah
$223K 36,677 -100 -0.3%
DWM
248
Drive Wealth Management
Utah
$218K 35,886 +35,886 New
HCP
249
Hexagon Capital Partners
Arkansas
$217K 35,721 -349 -1%
IMC Chicago
250
IMC Chicago
Illinois
$209K 34,421 -296,399 -90%
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10
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