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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
251
Lincoln National Corp
Pennsylvania
$278K +$21.8K +2,615 +9%
BL
252
Balentine LLC
Georgia
$266K -$192K -23,001 -42%
HCM
253
Highlander Capital Management
New Jersey
$266K -$62.6K -7,500 -19%
X
254
Xponance
Pennsylvania
$265K +$32.7K +3,926 +14%
HH
255
Hilltop Holdings
Texas
$263K +$263K +31,554 New
TWM
256
TriaGen Wealth Management
California
$262K +$262K +31,419 New
SM
257
Sweeney & Michel
California
$262K -$160K -17,221 -38%
FNT
258
First National Trust
Pennsylvania
$259K
VF
259
VitalStone Financial
Texas
$252K +$217K +36,434 +622%
Nomura Holdings
260
Nomura Holdings
Japan
$244K +$48.4K +5,802 +25%
CNFG
261
Creegan & Nassoura Financial Group
New Hampshire
$239K -$37.5K -4,500 -14%
QOP
262
Quinn Opportunity Partners
Virginia
$234K
Wealthfront Advisers
263
Wealthfront Advisers
California
$233K +$125K +15,044 +116%
SG Americas Securities
264
SG Americas Securities
New York
$233K -$9.54M -1,141,757 -98%
BWM
265
Bulltick Wealth Management
Florida
$232K -$76K -9,114 -25%
RMCM
266
Reynders McVeigh Capital Management
Massachusetts
$223K -$214K -25,668 -49%
MIM
267
Moseley Investment Management
Florida
$217K +$217K +26,073 New
M&T Bank
268
M&T Bank
New York
$215K +$43.9K +5,268 +26%
OTL
269
Oak Thistle LLC
New York
$214K +$214K +25,677 New
MIG
270
McGuire Investment Group
Rhode Island
$214K +$58.4K +7,000 +38%
XWM
271
Xcel Wealth Management
Florida
$211K -$4.17K -500 -2%
MP
272
MSD Partners
New York
$209K
TI
273
Tidal Investments
Wisconsin
$208K +$208K +24,984 New
VWA
274
V Wealth Advisors
Kansas
$201K -$4.47K -536 -2%
ZB
275
Zions Bancorporation
Utah
$199K