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SoFi Technologies
SOFI

Overview Fund Activity

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M
3
Millennium Management
3
Millennium Management
New York
$53.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$45.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$115M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$585K
5
Norges Bank
5
Norges Bank
Norway
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$288K 29,908 +4,420 +17%
LFAS
277
Level Four Advisory Services
Texas
$279K 28,064 +8,039 +40%
CNFG
278
Creegan & Nassoura Financial Group
New Hampshire
$268K 26,925 – –
MIM
279
Moseley Investment Management
Florida
$265K 26,659 -3,505 -12%
HCM
280
Highlander Capital Management
New Jersey
$264K 26,530 +1,030 +4%
SWM
281
SeaCrest Wealth Management
New York
$257K 31,261 -5,980 -16%
FIA
282
Foundations Investment Advisors
Arizona
$257K 33,192 +22,555 +212%
IAIM
283
International Assets Investment Management
Florida
$255K 25,675 +3,450 +16%
LW
284
Lauer Wealth
Indiana
$250K 31,557 +1,036 +3%
FFS
285
Founders Financial Securities
Maryland
$249K 25,060 +3,060 +14%
HGERS
286
Householder Group Estate & Retirement Specialist
Arizona
$249K 25,077 +4,045 +19%
MP
287
MSD Partners
New York
$249K 25,000 – –
AP
288
AtonRa Partners
Switzerland
$245K 24,603 -7,816 -24%
FFM
289
Forum Financial Management
Illinois
$244K 24,535 +24,535 New
KA
290
KLCM Advisors
Wisconsin
$244K 24,500 +24,500 New
ZB
291
Zions Bancorporation
Utah
$238K 23,907 – –
CA
292
Calton & Associates
Florida
$234K 23,520 +3,520 +18%
MF
293
Manchester Financial
California
$233K 23,456 – –
QCM
294
Quantinno Capital Management
New York
$231K 23,174 -36,268 -61%
PIA
295
Panoramic Investment Advisors
Colorado
$229K 23,000 +7,500 +48%
UB
296
UMB Bank
Missouri
$228K 22,959 +7,843 +52%
HIA
297
Harbor Investment Advisory
Maryland
$222K 22,300 – –
APW
298
Axim Planning & Wealth
Ohio
$219K 22,000 +2,900 +15%
BAM
299
Belpointe Asset Management
Nevada
$215K 21,625 +4,527 +26%
IAA
300
Independent Advisor Alliance
North Carolina
$214K 21,542 +3,963 +23%
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