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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
226
Gladstone Institutional Advisory
Florida
$351K +$9.17K +1,100 +3%
PWM
227
Perigon Wealth Management
California
$348K -$839K -100,640 -71%
SWP
228
Stratos Wealth Partners
Ohio
$346K +$26.1K +3,129 +8%
RSA
229
River Street Advisors
Illinois
$343K -$8.47K -1,016 -2%
CA
230
Claro Advisors
Massachusetts
$339K +$222K +26,583 +189%
OIA
231
OneDigital Investment Advisors
Kansas
$335K +$5.25K +630 +2%
TCBWMS
232
Texas Capital Bank Wealth Management Services
Texas
$334K
AP
233
AtonRa Partners
Switzerland
$332K -$54.3K -6,506 -14%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$331K +$67.2K +8,047 +25%
EF
235
Empowered Funds
Pennsylvania
$321K +$68.5K +8,212 +27%
EST
236
EA Series Trust
Pennsylvania
$321K +$321K +38,472 New
PVI
237
Pine Valley Investments
New Jersey
$319K +$209K +25,000 +189%
IGGA
238
Iron Gate Global Advisors
Utah
$311K
Manulife (Manufacturers Life Insurance)
239
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$310K -$3.05K -366 -1%
SIA
240
Soltis Investment Advisors
Utah
$306K
VRS
241
Virginia Retirement Systems
Virginia
$305K +$305K +36,600 New
DWM
242
Drive Wealth Management
Utah
$299K -$83 -10 -0%
BP
243
BBR Partners
New York
$299K +$35.5K +4,261 +13%
HI
244
Hudock Inc
Pennsylvania
$296K -$29.5K -3,542 -9%
KPWS
245
Kestra Private Wealth Services
Texas
$295K +$17.1K +2,045 +6%
Canada Life
246
Canada Life
Manitoba, Canada
$293K +$53.9K +6,414 +23%
NC
247
NinePointTwo Capital
California
$293K +$293K +35,214 New
EGM
248
Engineers Gate Manager
New York
$291K +$291K +34,906 New
N
249
Natixis
France
$291K -$39.4K -4,725 -12%
HCP
250
Hexagon Capital Partners
Arkansas
$281K -$16.7K -2,001 -6%