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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
301
Concorde Asset Management
Michigan
$82K 15,500 +15,500 New
TCM
302
Traynor Capital Management
Pennsylvania
$82K 15,695 +15,695 New
Millennium Management
303
Millennium Management
New York
$81K 15,340 -2,316,310 -99%
TCA
304
Transcend Capital Advisors
New Jersey
$81K 15,325 -1,350 -8%
WP
305
WealthSource Partners
California
$79K 14,939 -1,105 -7%
KPF
306
K2 Principal Fund
Ontario, Canada
$79K 15,000 +15,000 New
CAWM
307
Capital Advisors Wealth Management
Washington
$78K 14,858 +2,384 +19%
GKWIM
308
Gerber Kawasaki Wealth & Investment Management
California
$78K 14,807 +14,807 New
FBC
309
Fairfield, Bush & Co
Connecticut
$77K 14,700 -1,300 -8%
X
310
Xponance
Pennsylvania
$76K 14,412 +14,412 New
HI
311
Hudock Inc
Pennsylvania
$75K 14,414 +5,115 +55%
RIA
312
Realta Investment Advisors
Delaware
$75K 13,815 +13,815 New
FCAG
313
First Capital Advisors Group
New Jersey
$75K 14,163 +14,163 New
PA
314
Parallel Advisors
California
$74K 14,111 -1,553 -10%
MTIM
315
Marathon Trading Investment Management
Pennsylvania
$74K 14,000 +14,000 New
EP
316
Elkhorn Partners
Nebraska
$74K 14,000 +14,000 New
IWN
317
Independent Wealth Network
Iowa
$73K 13,849 +2,569 +23%
CA
318
CoreCap Advisors
Michigan
$73K 13,806 +13,806 New
IWC
319
Integrated Wealth Concepts
Massachusetts
$71K 13,448 +13,448 New
PCP
320
Proficio Capital Partners
Massachusetts
$70K 13,360 +411 +3%
GG
321
Gofen & Glossberg
Illinois
$69K 13,000 – –
GC
322
Guggenheim Capital
Illinois
$68K 12,857 -12,170 -49%
GLA
323
Good Life Advisors
Pennsylvania
$68K 12,880 +12,880 New
WDL
324
Well Done LLC
Michigan
$67K 12,705 – –
SCA
325
Snowden Capital Advisors
New York
$66K 12,574 +2,024 +19%
11 12
13
14 15