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SoFi Technologies
SOFI

Overview Fund Activity

440 hedge funds and large institutions have $3.75B invested in SoFi Technologies in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 183 increasing their positions, 90 reducing their positions, and 102 closing their positions.

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
6.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
106
Increased
183
Reduced
90
Closed
102
Calls
$409M
Puts
$530M
Net Calls
-$120M
Net Calls Change
+$48.8M

Top Buyers

1
RCM
1
Riverwood Capital Management
California
$208M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.4M
5
Barclays
5
Barclays
United Kingdom
$20.1M

Top Sellers

1
SoftBank Group
1
SoftBank Group
Japan
$900M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$277M
4
Franklin Resources
4
Franklin Resources
California
$109K
5
BlackRock
5
BlackRock
New York
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
PCP
301
Proficio Capital Partners
Massachusetts
$122K 12,949 – –
BTWM
302
Baker Tilly Wealth Management
Wisconsin
$122K 12,920 +12,920 New
WDL
303
Well Done LLC
Michigan
$120K 12,705 – –
Principal Financial Group
304
Principal Financial Group
Iowa
$120K 12,732 +206 +2%
FWM
305
Foresight Wealth Management
Utah
$118K 12,497 – –
CAWM
306
Capital Advisors Wealth Management
Washington
$118K 12,474 +12,474 New
LC
307
Lindbrook Capital
California
$117K 12,376 +1,900 +18%
PG
308
Prostatis Group
Maryland
$115K 12,200 +12,200 New
VCM
309
Vivaldi Capital Management
Illinois
$114K 16,859 – –
BMSSC
310
B. Metzler seel. Sohn & Co
Germany
$112K 11,849 – –
KF
311
Krilogy Financial
Missouri
$112K 11,899 +11,899 New
MSA
312
McAlister Sweet & Associates
Texas
$111K 11,700 +11,700 New
Franklin Resources
313
Franklin Resources
California
$109K 11,545 -5,142,731 -100%
GWMIA
314
Global Wealth Management Investment Advisory
Florida
$108K 11,433 +110 +1%
IWN
315
Independent Wealth Network
Iowa
$107K 11,280 +11,280 New
Bank of Nova Scotia
316
Bank of Nova Scotia
Ontario, Canada
$107K 11,281 +11,281 New
FT
317
Fiduciary Trust
Massachusetts
$106K 11,176 – –
IAA
318
Independent Advisor Alliance
North Carolina
$106K 11,200 +11,200 New
EWM
319
Evercore Wealth Management
New York
$103K 10,849 – –
WIA
320
World Investment Advisors
California
$103K 10,903 +10,903 New
HSA
321
HBK Sorce Advisory
Pennsylvania
$101K 10,722 -1,911 -15%
ACS
322
Archford Capital Strategies
Illinois
$101K 11,115 +85 +0.8%
SCA
323
Snowden Capital Advisors
New York
$99K 10,550 -13,434 -56%
William Blair & Company
324
William Blair & Company
Illinois
$98K 10,409 +10,409 New
PVH
325
Psagot Value Holdings
Israel
$95K 10,000 +5,500 +122%
11 12
13
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