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SoFi Technologies
SOFI

Overview Fund Activity

306 hedge funds and large institutions have $5.56B invested in SoFi Technologies in 2021 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 107 increasing their positions, 26 reducing their positions, and 68 closing their positions.

Holders
306
Holders Change
+73
Holders Change %
+31.33%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
144
Increased
107
Reduced
26
Closed
68
Calls
$366M
Puts
$406M
Net Calls
-$39.5M
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M
2
BlackRock
2
BlackRock
New York
$216M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$85.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$71.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119M

Top Sellers

1
TP
1
Third Point
New York
$0
2
DCP
2
Durable Capital Partners
Maryland
$57.1M
3
IVMX
3
Institutional Venture Management XIV
California
$0
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
276
Asset Dedication LLC
California
$10K 630 +630 New
SIC
277
Salem Investment Counselors
North Carolina
$9K 550 – –
CP
278
Corbenic Partners
Pennsylvania
$9K 550 +500 +1,000%
CA
279
Crewe Advisors
Utah
$8K 500 – –
EWA
280
Evolution Wealth Advisors
Florida
$8K 500 – –
POIA
281
Pin Oak Investment Advisors
Texas
$8K 500 +500 New
TIM
282
Tortoise Investment Management
New York
$8K 500 +500 New
LFG
283
Larson Financial Group
Missouri
$7K 465 – –
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$7K 464 – –
AWA
285
Arkadios Wealth Advisors
Georgia
$7K 454 +204 +82%
PCG
286
Private Capital Group
Connecticut
$7K 468 +468 New
PFSC
287
Peoples Financial Services Corp
Pennsylvania
$6K 400 – –
LWANC
288
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 300 -200 -40%
BWL
289
Bogart Wealth LLC
Virginia
$3K 161 +161 New
BIA
290
Bell Investment Advisors
California
$3K 174 +174 New
HPC
291
HM Payson & Co
Maine
$2K 100 – –
MSFP
292
Mark Sheptoff Financial Planning
Connecticut
$2K 150 – –
SC
293
Sierra Capital
Florida
$2K 110 +110 New
DAM
294
Delta Asset Management
Tennessee
$2K 150 +150 New
WPA
295
West Paces Advisors
Georgia
$1.11K 70 +70 New
TCM
296
Tradewinds Capital Management
Washington
$1K 50 – –
JWM
297
Janiczek Wealth Management
Colorado
$1K 50 – –
BC
298
Burleson & Co
California
$1K 54 +24 +80%
SOW
299
State of Wyoming
Wyoming
$1K 39 +39 New
FF
300
FourThought Financial
Florida
$1K 110 +110 New
10 11
12
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