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SoFi Technologies
SOFI

Overview Fund Activity

306 hedge funds and large institutions have $5.56B invested in SoFi Technologies in 2021 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 107 increasing their positions, 26 reducing their positions, and 68 closing their positions.

Holders
306
Holders Change
+73
Holders Change %
+31.33%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
144
Increased
107
Reduced
26
Closed
68
Calls
$366M
Puts
$406M
Net Calls
-$39.5M
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M
2
BlackRock
2
BlackRock
New York
$216M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$85.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$71.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119M

Top Sellers

1
TP
1
Third Point
New York
$0
2
DCP
2
Durable Capital Partners
Maryland
$57.1M
3
IVMX
3
Institutional Venture Management XIV
California
$0
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
251
SOA Wealth Advisors
New York
$30K 1,950 -50 -3%
PA
252
Parallel Advisors
California
$29K 1,800 +1,550 +620%
BWP
253
Baldwin Wealth Partners
Massachusetts
$24K 1,500 – –
NL
254
NVWM LLC
Pennsylvania
$24K 1,535 +400 +35%
LWM
255
Liberty Wealth Management
California
$24K 1,542 +1,542 New
NC
256
NewSquare Capital
Pennsylvania
$21K 1,300 – –
MHR
257
Matthew Hamilton Rosenberg
$21K 1,350 +1,350 New
TF
258
TimeScale Financial
Massachusetts
$20K 1,278 +1,278 New
IA
259
IFP Advisors
Florida
$18K 1,014 +14 +1%
FWM
260
Focused Wealth Management
New York
$18K 1,150 +500 +77%
OIA
261
Optimum Investment Advisors
Illinois
$17K 1,095 +645 +143%
KTC
262
Kistler-Tiffany Companies
Pennsylvania
$17K 1,080 +1,000 +1,250%
US Bancorp
263
US Bancorp
Minnesota
$16K 1,000 – –
FHA
264
First Horizon Advisors
Tennessee
$16K 1,025 – –
CFN
265
Cordasco Financial Network
Florida
$16K 1,000 +500 +100%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$16K 1,000 +1,000 New
FCA
267
FinTrust Capital Advisors
South Carolina
$16K 1,000 +1,000 New
HFS
268
Hantz Financial Services
Michigan
$16K 1,000 +1,000 New
AF
269
Advisornet Financial
Minnesota
$14K 900 +500 +125%
RFA
270
Reilly Financial Advisors
California
$12K 747 +530 +244%
RE
271
RBC Europe
United Kingdom
$11.1K 700 – –
TFS
272
TrustCore Financial Services
Tennessee
$10K 605 – –
SFP
273
Sterling Financial Planning
New Jersey
$10K 600 +600 New
HI
274
Hoey Investments
Pennsylvania
$10K 600 +600 New
TWA
275
TCI Wealth Advisors
Arizona
$10K 619 +619 New
9 10
11
12 13