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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 %
BWA
301
Blodgett Wealth Advisors
California
$206K +$206K +13,000 New
PCP
302
Proficio Capital Partners
Massachusetts
$205K
TCM
303
Tuttle Capital Management
Connecticut
$204K +$12K +759 +6%
WDL
304
Well Done LLC
Michigan
$201K +$201K +12,705 New
HSA
305
HBK Sorce Advisory
Pennsylvania
$200K +$200K +12,633 New
CFA
306
Carroll Financial Associates
North Carolina
$199K
FWM
307
Foresight Wealth Management
Utah
$198K +$198K +12,497 New
Principal Financial Group
308
Principal Financial Group
Iowa
$198K +$198K +12,526 New
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$196K +$9.9K +625 +5%
1WA
310
180 Wealth Advisors
Washington
$192K -$20.1K -1,450 -9%
Cerity Partners
311
Cerity Partners
New York
$191K +$191K +12,095 New
JGC
312
J. Goldman & Co
New York
$190K +$190K +12,022 New
BMSSC
313
B. Metzler seel. Sohn & Co
Germany
$189K +$189K +11,849 New
TCM
314
Traynor Capital Management
Pennsylvania
$188K +$188K +11,953 New
PWPS
315
Pinnacle Wealth Planning Services
Ohio
$182K +$182K +11,500 New
VWA
316
Visionary Wealth Advisors
Illinois
$180K +$180K +11,358 New
GWMIA
317
Global Wealth Management Investment Advisory
Florida
$179K +$58.4K +3,697 +48%
FBC
318
Fairfield, Bush & Co
Connecticut
$179K +$179K +11,300 New
FT
319
Fiduciary Trust
Massachusetts
$177K +$177K +11,176 New
KFP
320
KMG Fiduciary Partners
Ohio
$175K -$20.3K -1,290 -10%
PA
321
PSI Advisors
Florida
$175K +$40.9K +2,590 +30%
ACS
322
Archford Capital Strategies
Illinois
$174K
BSW
323
Buckingham Strategic Wealth
Missouri
$174K +$174K +11,012 New
EWM
324
Evercore Wealth Management
New York
$172K +$172K +10,849 New
JWCA
325
J.W. Cole Advisors
Florida
$172K +$172K +10,900 New