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SoFi Technologies

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M
Name Market Value Shares Shares
Change
Shares
Change %
CIA
226
Concurrent Investment Advisors
Florida
$558K 56,130 +56,130 New
AWA
227
Alta Wealth Advisors
Massachusetts
$532K 53,449 -700 -1%
VPIM
228
Vanguard Personalized Indexing Management
California
$526K 52,821 +5,164 +11%
IA
229
IFP Advisors
Florida
$524K 52,668 +24,012 +84%
QCM
230
QRG Capital Management
Illinois
$515K 51,754 +1,097 +2%
IAN
231
Integrated Advisors Network
Texas
$505K 50,762 +200 +0.4%
Neuberger Berman Group
232
Neuberger Berman Group
New York
$502K 50,423 +10,533 +26%
AFG
233
Atomi Financial Group
New York
$484K 48,616 +6,196 +15%
AWA
234
Arkadios Wealth Advisors
Georgia
$483K 48,541 +185 +0.4%
GCP
235
GSA Capital Partners
United Kingdom
$468K 47,049 -130,744 -74%
AF
236
Aldebaran Financial
$459K 46,120 -3,165 -6%
KPWS
237
Kestra Private Wealth Services
Texas
$457K 45,963 +1,974 +4%
WWS
238
Wellington Wealth Strategies
Indiana
$448K 45,048 +45,048 New
PWM
239
Perigon Wealth Management
California
$446K 44,799 -1,213 -3%
LNC
240
Lincoln National Corp
Pennsylvania
$444K 44,655 +2,947 +7%
M&T Bank
241
M&T Bank
New York
$440K 44,260 +15,946 +56%
CWMU
242
Caliber Wealth Management (Utah)
Utah
$436K 43,851
HI
243
Hudock Inc
Pennsylvania
$436K 43,793 +4,522 +12%
VFA
244
Valeo Financial Advisors
Indiana
$425K 42,716 -4,900 -10%
FA
245
Fortis Advisors
Pennsylvania
$423K 42,550 +2,500 +6%
CG
246
Cutler Group
California
$410K 41,277 +3,159 +8%
Envestnet Asset Management
247
Envestnet Asset Management
Illinois
$406K 40,780 +13,047 +47%
HAI
248
Hennessy Advisors Inc
California
$398K 40,000 -30,000 -43%
VVP
249
Venture Visionary Partners
Ohio
$397K 39,932 -147,285 -79%
CAM
250
Creekmur Asset Management
Illinois
$392K 39,404 +39,404 New