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SoFi Technologies

443 hedge funds and large institutions have $6.69B invested in SoFi Technologies in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 161 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+137
Holders Change %
+44.77%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
188
Increased
161
Reduced
58
Closed
51
Calls
$441M
Puts
$610M
Net Calls
-$169M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
276
Pointe Capital Management
Michigan
$292K
PWM
277
Perigon Wealth Management
California
$292K +$128K +8,100 +78%
IMRF
278
Illinois Municipal Retirement Fund
Illinois
$291K
Bank Julius Baer & Co
279
Bank Julius Baer & Co
Switzerland
$288K -$16 -1 -0%
GC
280
Guggenheim Capital
Illinois
$287K +$287K +18,169 New
SPIA
281
Steward Partners Investment Advisory
New York
$283K -$11.6K -731 -4%
OPWM
282
Oxinas Partners Wealth Management
Indiana
$279K +$1.58K +100 +0.6%
SPC
283
Sigma Planning Corp
Michigan
$275K +$43K +2,722 +19%
VCM
284
Vivaldi Capital Management
Illinois
$267K -$63.3K -4,000 -19%
TCA
285
Transcend Capital Advisors
New Jersey
$264K +$21.4K +1,350 +9%
AL
286
Aspiriant LLC
California
$247K
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$241K +$203K +12,829 +537%
CAM
288
Columbia Asset Management
Michigan
$237K
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$236K -$145K -9,164 -38%
ZIG
290
Zullo Investment Group
Pennsylvania
$234K +$234K +14,800 New
CWM
291
C2C Wealth Management
Arizona
$232K +$232K +14,675 New
CC
292
Centiva Capital
New York
$230K -$271K -17,123 -54%
HI
293
Hudock Inc
Pennsylvania
$230K +$45.4K +2,880 +25%
CA
294
Crewe Advisors
Utah
$230K +$222K +14,034 +2,807%
VF
295
Virtu Financial
New York
$226K -$6.42M -405,551 -97%
USCWA
296
U.S. Capital Wealth Advisors
Texas
$222K +$222K +14,027 New
EH
297
Equitable Holdings
New York
$213K +$213K +13,470 New
ED
298
Exane Derivatives
France
$211K +$211K +13,326 New
RIA
299
Realta Investment Advisors
Delaware
$210K +$6.03K +381 +3%
GG
300
Gofen & Glossberg
Illinois
$206K -$1.19K -75 -0.6%