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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
RMCM
276
Reynders McVeigh Capital Management
Massachusetts
$196K -$17.4K -2,177 -8%
WP
277
Woodline Partners
California
$191K +$191K +23,930 New
ZB
278
Zions Bancorporation
Utah
$191K
RCM
279
Riverwood Capital Management
California
$191K
SWA
280
Stratos Wealth Advisors
Ohio
$190K +$190K +23,756 New
HH
281
Hilltop Holdings
Texas
$190K -$62.3K -7,800 -25%
MF
282
Manchester Financial
California
$187K
Brown Advisory
283
Brown Advisory
Maryland
$181K
DAS
284
Dynamic Advisor Solutions
Arizona
$180K +$35.9K +4,491 +25%
HIA
285
Harbor Investment Advisory
Maryland
$178K -$10.5K -1,312 -6%
FWA
286
Freedom Wealth Alliance
Wisconsin
$177K +$55.1K +6,900 +45%
FFS
287
Founders Financial Securities
Maryland
$176K -$7.99K -1,000 -4%
KA
288
Kercheville Advisors
Texas
$175K +$175K +21,950 New
OPS
289
Orion Portfolio Solutions
Nebraska
$171K +$879 +110 +0.5%
BCI
290
Brinker Capital Investments
Pennsylvania
$171K +$879 +110 +0.5%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$169K
WWM
292
Western Wealth Management
Colorado
$169K +$169K +21,150 New
IAIM
293
International Assets Investment Management
Florida
$169K -$177K -23,290 -51%
HGERS
294
Householder Group Estate & Retirement Specialist
Arizona
$168K +$168K +21,032 New
KWM
295
Kingsview Wealth Management
Oregon
$165K -$544K -68,116 -77%
MFG
296
Merit Financial Group
Georgia
$164K +$879 +110 +0.5%
ZIG
297
Zullo Investment Group
Pennsylvania
$162K +$7.99K +1,000 +5%
BFM
298
Boothbay Fund Management
New York
$161K +$70.7K +8,847 +79%
CPRC
299
Consolidated Portfolio Review Corp
New York
$160K
LFAS
300
Level Four Advisory Services
Texas
$160K +$72.4K +9,062 +83%