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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
LW
251
Lauer Wealth
Indiana
$252K +$252K +30,521 New
TWM
252
TriaGen Wealth Management
California
$251K +$272 +34 +0.1%
EF
253
Empowered Funds
Pennsylvania
$246K -$61.2K -7,657 -20%
NL
254
NWAM LLC
Washington
$242K +$73.9K +9,245 +44%
MIM
255
Moseley Investment Management
Florida
$241K +$32.7K +4,091 +16%
TCBWMS
256
Texas Capital Bank Wealth Management Services
Texas
$240K -$79.9K -10,000 -25%
SPIA
257
Steward Partners Investment Advisory
New York
$235K -$1.11M -139,465 -83%
HCP
258
Hexagon Capital Partners
Arkansas
$229K -$40.1K -5,023 -15%
IA
259
IFP Advisors
Florida
$229K -$2.21M -276,776 -91%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$228K +$53.1K +6,642 +30%
M&T Bank
261
M&T Bank
New York
$226K +$20.6K +2,583 +10%
SSA
262
Schonfeld Strategic Advisors
New York
$226K +$134K +16,710 +144%
PI
263
PFG Investments
New York
$225K +$49.1K +6,150 +28%
SPC
264
Sigma Planning Corp
Michigan
$222K +$39.2K +4,902 +21%
Envestnet Asset Management
265
Envestnet Asset Management
Illinois
$222K -$1.04M -130,314 -82%
TI
266
Tidal Investments
Wisconsin
$216K +$16.2K +2,032 +8%
CNFG
267
Creegan & Nassoura Financial Group
New Hampshire
$215K -$13.6K -1,700 -6%
TWM
268
Tradition Wealth Management
Minnesota
$214K +$80.8K +10,106 +61%
PRC
269
Pearl River Capital
Michigan
$212K -$368K -46,080 -64%
N
270
Natixis
France
$210K -$68.5K -8,574 -25%
MIG
271
McGuire Investment Group
Rhode Island
$205K
BWP
272
Balboa Wealth Partners
Arizona
$204K +$93.8K +11,736 +85%
HCM
273
Highlander Capital Management
New Jersey
$204K -$50.8K -6,350 -20%
MP
274
MSD Partners
New York
$200K
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$199K -$16.3M -2,096,355 -99%