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SoFi Technologies
SOFI

Overview Fund Activity

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$207K 34,209 -10,361 -23%
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$205K 33,796 +9,680 +40%
KPWS
253
Kestra Private Wealth Services
Texas
$202K 33,336 -4,800 -13%
CNFG
254
Creegan & Nassoura Financial Group
New Hampshire
$201K 33,125 -100 -0.3%
CA
255
Calton & Associates
Florida
$200K 33,020 -3,330 -9%
AQR Capital Management
256
AQR Capital Management
Connecticut
$199K 34,418 +34,418 New
Handelsbanken Fonder
257
Handelsbanken Fonder
Sweden
$197K 32,400 -1,600 -5%
EH
258
Equitable Holdings
New York
$195K 32,063 +500 +2%
CD
259
Chapin Davis
Maryland
$193K 31,725 – –
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$192K 31,611 -5,195 -14%
BP
261
BBR Partners
New York
$192K 31,580 +9,235 +41%
FNT
262
First National Trust
Pennsylvania
$188K 31,025 – –
WIC
263
Woodmont Investment Counsel
Tennessee
$187K 30,800 -7,122 -19%
LNC
264
Lincoln National Corp
Pennsylvania
$186K 30,693 -22,610 -42%
EF
265
Empowered Funds
Pennsylvania
$184K 30,260 +3,729 +14%
MM
266
Meridian Management
Arkansas
$182K 30,000 +30,000 New
EWA
267
EverSource Wealth Advisors
Alabama
$181K 29,856 -8,200 -22%
SPIA
268
Steward Partners Investment Advisory
New York
$177K 29,234 +6,265 +27%
Canada Life
269
Canada Life
Manitoba, Canada
$173K 28,422 -4,127 -13%
QOP
270
Quinn Opportunity Partners
Virginia
$170K 28,000 – –
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$169K 27,816 +2,037 +8%
X
272
Xponance
Pennsylvania
$169K 27,805 +389 +1%
CF
273
Cantor Fitzgerald
New York
$166K 27,300 -5,625 -17%
XWM
274
Xcel Wealth Management
Florida
$156K 25,780 – –
Mitsubishi UFJ Asset Management
275
Mitsubishi UFJ Asset Management
Japan
$156K 25,774 – –
9 10
11
12 13