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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
276
Harbor Investment Advisory
Maryland
$197K
MF
277
Manchester Financial
California
$196K
CD
278
Chapin Davis
Maryland
$194K -$70.9K -8,500 -27%
KFGK
279
Keystone Financial Group (Kentucky)
Kentucky
$193K +$193K +23,120 New
FFS
280
Founders Financial Securities
Maryland
$192K
SPC
281
Sigma Planning Corp
Michigan
$191K -$18.9K -2,266 -9%
Brown Advisory
282
Brown Advisory
Maryland
$189K
CA
283
Calton & Associates
Florida
$186K -$89K -10,670 -32%
PI
284
PFG Investments
New York
$183K -$28.8K -3,450 -14%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$183K -$48.9K -5,865 -21%
IWC
286
Integrated Wealth Concepts
Massachusetts
$181K +$56.5K +6,780 +46%
CW
287
CreativeOne Wealth
Kansas
$180K -$8.06K -967 -4%
RCM
288
Riverwood Capital Management
California
$179K -$18.3M -2,189,265 -99%
OPS
289
Orion Portfolio Solutions
Nebraska
$177K +$1.58K +189 +0.9%
BCI
290
Brinker Capital Investments
Pennsylvania
$177K +$1.58K +189 +0.9%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$177K
NL
292
NWAM LLC
Washington
$176K +$66.3K +7,951 +61%
PWM
293
Prosperity Wealth Management
California
$171K +$171K +20,500 New
SL
294
Savior LLC
Massachusetts
$171K -$1.8M -215,947 -91%
MFG
295
Merit Financial Group
Georgia
$170K +$67.9K +8,140 +66%
SIA
296
SkyView Investment Advisors
New Jersey
$169K
CPRC
297
Consolidated Portfolio Review Corp
New York
$168K
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$167K
BPC
299
Banque Pictet & Cie
Switzerland
$167K +$167K +20,000 New
OHWP
300
Oak Harbor Wealth Partners
North Carolina
$167K +$167K +20,000 New