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SoFi Technologies
SOFI

Overview Fund Activity

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
276
IHT Wealth Management
Illinois
$154K 25,420 -631 -2%
PI
277
PFG Investments
New York
$154K 25,408 +25,408 New
SPC
278
Sigma Planning Corp
Michigan
$153K 25,125 +650 +3%
MP
279
MSD Partners
New York
$152K 25,000 – –
VWA
280
V Wealth Advisors
Kansas
$150K 24,630 -8,963 -27%
GC
281
Garde Capital
Washington
$149K 24,542 – –
ZB
282
Zions Bancorporation
Utah
$145K 23,907 -441 -2%
HIA
283
Harbor Investment Advisory
Maryland
$143K 23,612 – –
SC
284
Shay Capital
New York
$143K 23,485 +23,485 New
MF
285
Manchester Financial
California
$142K 23,456 +78 +0.3%
Nomura Holdings
286
Nomura Holdings
Japan
$142K 23,446 +23,446 New
HSBC Holdings
287
HSBC Holdings
United Kingdom
$142K 23,403 -3,146 -12%
KCM
288
KRS Capital Management
Michigan
$140K 23,145 -6,600 -22%
JF
289
Jump Financial
Illinois
$140K 23,061 -150,366 -87%
FFS
290
Founders Financial Securities
Maryland
$140K 23,000 +1,000 +5%
SS
291
Simplicity Solutions
Minnesota
$138K 22,787 +22,787 New
Brown Advisory
292
Brown Advisory
Maryland
$138K 22,703 – –
BPA
293
Beacon Pointe Advisors
California
$138K 22,660 -37,654 -62%
CW
294
CreativeOne Wealth
Kansas
$137K 22,554 -26,445 -54%
SEI Investments
295
SEI Investments
Pennsylvania
$136K 22,455 +22,455 New
PFA
296
Pathway Financial Advisers
Indiana
$135K 22,279 +3,887 +21%
ZIG
297
Zullo Investment Group
Pennsylvania
$133K 21,850 -2,950 -12%
National Bank of Canada
298
National Bank of Canada
Quebec, Canada
$132K 21,738 +2,430 +13%
BC
299
Bridgefront Capital
Texas
$130K 21,457 +21,457 New
AFO
300
Arrowroot Family Office
California
$129K 21,234 +21,234 New
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