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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
251
Gotham Asset Management
New York
$120K 22,695 -7,067 -24%
PWM
252
Perigon Wealth Management
California
$118K 22,300 +3,000 +16%
KA
253
Kovack Advisors
Florida
$117K 22,275 -3,715 -14%
Man Group
254
Man Group
United Kingdom
– – – –
ZIG
255
Zullo Investment Group
Pennsylvania
$117K 22,275 +350 +2%
CTC
256
Central Trust Company
Missouri
$116K 22,010 -102,605 -82%
DP
257
DDD Partners
Washington
$116K 22,000 +22,000 New
KFGK
258
Keystone Financial Group (Kentucky)
Kentucky
$115K 21,785 +21,785 New
BG
259
Benedetti & Gucer
Georgia
$114K 21,533 – –
SPIA
260
Steward Partners Investment Advisory
New York
$114K 21,626 +1,416 +7%
BPA
261
Beacon Pointe Advisors
California
$113K 21,192 +1,609 +8%
BC
262
Burney Company
Virginia
$112K 21,239 -3,330 -14%
EMFAT
263
Emerald Mutual Fund Advisers Trust
Pennsylvania
$111K 20,978 – –
BP
264
BBR Partners
New York
$110K 20,946 +5,203 +33%
SPC
265
Sigma Planning Corp
Michigan
$109K 20,679 -4,371 -17%
XWM
266
Xcel Wealth Management
Florida
$109K 20,730 -1,300 -6%
GIA
267
Gladstone Institutional Advisory
Florida
$107K 20,243 -6,780 -25%
CSS
268
Cubist Systematic Strategies
Connecticut
$106K 20,100 -53,699 -73%
RWP
269
RWA Wealth Partners
Massachusetts
$106K 20,050 +5,081 +34%
EF
270
Empowered Funds
Pennsylvania
$106K 20,077 +20,077 New
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$105K 20,000 – –
VWA
272
Visionary Wealth Advisors
Illinois
$105K 19,853 +2,800 +16%
RA
273
Resolute Advisors
California
$104K 19,827 – –
SHWM
274
Silicon Hills Wealth Management
Texas
$104K 19,792 – –
MIG
275
McGuire Investment Group
Rhode Island
$104K 19,682 – –
9 10
11
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