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SoFi Technologies
SOFI

Overview Fund Activity

443 hedge funds and large institutions have $6.69B invested in SoFi Technologies in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 161 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+137
Holders Change %
+44.77%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
188
Increased
161
Reduced
58
Closed
51
Calls
$441M
Puts
$610M
Net Calls
-$169M
Net Calls Change
-$130M

Top Buyers

1
BlackRock
BlackRock
New York
$352M
2
Artisan Partners
Artisan Partners
Wisconsin
$110M
3
Vanguard Group
Vanguard Group
Pennsylvania
$844M
4
State Street
State Street
Massachusetts
$93.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$68.8M

Top Sellers

1
SLG
Silver Lake Group
California
$493M
2
DCP
Durable Capital Partners
Maryland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$49M
4
GC
GPI Capital
New York
$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
251
Griffin Asset Management
New York
$378K +$41.5K +2,623 +12%
OPS
252
Orion Portfolio Solutions
Nebraska
$360K +$33.1K +2,094 +10%
PFS
253
Prospera Financial Services
Texas
$359K +$359K +22,685 New
SYBT
254
Stock Yards Bank & Trust
Kentucky
$356K +$356K +22,500 New
AWM
255
AE Wealth Management
Kansas
$355K +$43.4K +2,748 +14%
OHWP
256
Oak Harbor Wealth Partners
North Carolina
$345K +$345K +21,800 New
CAN
257
Claraphi Advisory Network
United States
$344K +$344K +21,790 New
RA
258
Resolute Advisors
California
$341K – – –
GC
259
Garde Capital
Washington
$332K -$62.6K -3,963 -16%
LWM
260
Laidlaw Wealth Management
New York
$330K +$330K +20,850 New
KA
261
Kovack Advisors
Florida
$329K +$30.2K +1,909 +10%
ER
262
Enlightenment Research
Florida
$321K +$163K +10,300 +103%
SWM
263
Stockman Wealth Management
Montana
$316K +$40.7K +2,576 +15%
AGM
264
Alpine Global Management
New York
$316K +$316K +20,000 New
NL
265
NKCFO LLC
Illinois
$316K +$316K +20,000 New
APG Asset Management
266
APG Asset Management
Netherlands
$314K +$314K +22,583 New
SHWM
267
Silicon Hills Wealth Management
Texas
$313K – – –
State Board of Administration of Florida Retirement System
268
State Board of Administration of Florida Retirement System
Florida
$313K +$313K +19,799 New
IAIM
269
International Assets Investment Management
Florida
$312K +$312K +19,750 New
BG
270
Benedetti & Gucer
Georgia
$312K +$312K +19,765 New
GVAG
271
Great Valley Advisor Group
Delaware
$311K +$19.8K +1,252 +7%
IGGA
272
Iron Gate Global Advisors
Utah
$309K +$309K +20,678 New
WG
273
Winton Group
United Kingdom
$305K +$305K +19,304 New
KCM
274
KRS Capital Management
Michigan
$305K +$305K +19,315 New
DekaBank Deutsche Girozentrale
275
DekaBank Deutsche Girozentrale
Germany
$293K +$293K +19,892 New
9 10
11
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