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SoFi Technologies

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M
Name Market Value Shares Shares
Change
Shares
Change %
NL
251
NWAM LLC
Washington
$390K 39,158 +8,845 +29%
EF
252
Empowered Funds
Pennsylvania
$390K 39,147 +8,332 +27%
SEI Investments
253
SEI Investments
Pennsylvania
$386K 38,837 +5,942 +18%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$385K 38,721 +25,072 +184%
NRD
255
Nebula Research & Development
New York
$378K 38,021 +38,021 New
GIA
256
Gladstone Institutional Advisory
Florida
$375K 37,700 -10,850 -22%
MIG
257
McGuire Investment Group
Rhode Island
$361K 36,250 +10,600 +41%
DWM
258
Drive Wealth Management
Utah
$357K 35,836 -40 -0.1%
MHS
259
M Holdings Securities
Oregon
$356K 35,790 +35,790 New
PVI
260
Pine Valley Investments
New Jersey
$354K 35,535
RSA
261
River Street Advisors
Illinois
$352K 35,414 +1,526 +5%
Brown Advisory
262
Brown Advisory
Maryland
$348K 34,979 +12,276 +54%
SIA
263
Soltis Investment Advisors
Utah
$345K 34,715
PFA
264
Pathway Financial Advisers
Indiana
$345K 34,656 +3,043 +10%
TWM
265
Tradition Wealth Management
Minnesota
$330K 33,216 +6,450 +24%
S
266
SignatureFD
Georgia
$326K 32,791 -502 -2%
X
267
Xponance
Pennsylvania
$326K 32,731 +271 +0.8%
SG Americas Securities
268
SG Americas Securities
New York
$321K 32,286 -2,150 -6%
GF
269
Gabelli Funds
New York
$318K 32,000 +32,000 New
HCP
270
Hexagon Capital Partners
Arkansas
$317K 31,837 +3,140 +11%
PWM
271
Prosperity Wealth Management
California
$309K 31,050 +31,050 New
BL
272
Balentine LLC
Georgia
$307K 30,872 -1,072 -3%
WWA
273
WCG Wealth Advisors
Nevada
$301K 30,281 -14,707 -33%
PI
274
PFG Investments
New York
$295K 29,655 +1,547 +6%
TI
275
Tidal Investments
Wisconsin
$291K 29,274 +2,258 +8%