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SoFi Technologies
SOFI

Overview Fund Activity

440 hedge funds and large institutions have $3.75B invested in SoFi Technologies in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 183 increasing their positions, 90 reducing their positions, and 102 closing their positions.

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
6.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
106
Increased
183
Reduced
90
Closed
102
Calls
$409M
Puts
$530M
Net Calls
-$120M
Net Calls Change
+$48.8M

Top Buyers

1
RCM
1
Riverwood Capital Management
California
$208M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.4M
5
Barclays
5
Barclays
United Kingdom
$20.1M

Top Sellers

1
SoftBank Group
1
SoftBank Group
Japan
$900M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$277M
4
Franklin Resources
4
Franklin Resources
California
$109K
5
BlackRock
5
BlackRock
New York
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
251
Zullo Investment Group
Pennsylvania
$207K 21,925 +7,125 +48%
SW
252
Solidarity Wealth
Utah
$204K 27,563 +27,563 New
BG
253
Benedetti & Gucer
Georgia
$203K 21,533 +1,768 +9%
GPFA
254
Game Plan Financial Advisors
Ohio
$202K 21,400 +21,400 New
EMFAT
255
Emerald Mutual Fund Advisers Trust
Pennsylvania
$198K 20,978 -57,769 -73%
SWA
256
Stratos Wealth Advisors
Ohio
$198K 20,913 +20,913 New
HCP
257
Hexagon Capital Partners
Arkansas
$197K 20,820 +10,900 +110%
CCM
258
CTC Capital Management
Illinois
$195K 20,600 +20,600 New
APG Asset Management
259
APG Asset Management
Netherlands
$192K 22,583 – –
BPC
260
Banque Pictet & Cie
Switzerland
$192K 20,349 +20,349 New
SPIA
261
Steward Partners Investment Advisory
New York
$191K 20,210 +2,332 +13%
AG
262
Algert Global
California
$190K 20,065 +20,065 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
263
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$189K 20,000 -110,600 -85%
SWM
264
Stockman Wealth Management
Montana
$189K 20,000 – –
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$189K 20,000 +20,000 New
RA
266
Resolute Advisors
California
$187K 19,827 -1,713 -8%
State Board of Administration of Florida Retirement System
267
State Board of Administration of Florida Retirement System
Florida
$187K 19,799 – –
SHWM
268
Silicon Hills Wealth Management
Texas
$187K 19,792 – –
XS
269
XR Securities
Illinois
$186K 19,673 -79,742 -80%
SIA
270
SkyView Investment Advisors
New Jersey
$186K 24,163 +14,163 +142%
MIG
271
McGuire Investment Group
Rhode Island
$186K 19,682 +19,682 New
BPA
272
Beacon Pointe Advisors
California
$185K 19,583 +19,583 New
GAM
273
Griffin Asset Management
New York
$184K 19,485 -4,400 -18%
CM
274
Caption Management
Oklahoma
$183K 19,185 -196,215 -91%
PWM
275
Perigon Wealth Management
California
$182K 19,300 +849 +5%
9 10
11
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