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SoFi Technologies

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M
Name Market Value Shares Shares
Change
Shares
Change %
EW
301
Enzi Wealth
Texas
$85.6K 14,784 +14,784 New
PFA
302
Pathway Financial Advisers
Indiana
$84.8K 18,392 +18,392 New
BCM
303
Brainard Capital Management
Texas
$83.8K 18,186 +18,186 New
PTC
304
Petrus Trust Company
Texas
$83.6K 18,144 +18,144 New
SCP
305
Sender Company & Partners
New York
$83K 18,009 +18,009 New
VWA
306
Visionary Wealth Advisors
Illinois
$82K 17,800 -2,250 -11%
PWM
307
Prosperity Wealth Management
California
$80.9K 17,542 +17,542 New
FBC
308
Fairfield, Bush & Co
Connecticut
$80.7K 17,500 +2,800 +19%
SIA
309
SkyView Investment Advisors
New Jersey
$79K 17,157
B
310
Bensler
Washington
$78.8K 17,090 +700 +4%
AC
311
Avestar Capital
New York
$77.8K 16,872 -11,198 -40%
NDSI
312
Newman Dignan & Sheerar Inc
Rhode Island
$77.6K 16,843 +16,843 New
MIM
313
MetLife Investment Management
New Jersey
$76.8K 16,650 +298 +2%
VCM
314
Vivaldi Capital Management
Illinois
$76.4K 15,859
IC
315
IEQ Capital
California
$76.1K 16,512 -25 -0.2%
SWM
316
Stockman Wealth Management
Montana
$76.1K 16,500 +16,500 New
AFG
317
Albion Financial Group
Utah
$75.7K 16,415
T
318
TCWP
Ohio
$75.6K 16,398 +16,398 New
ICG
319
InterOcean Capital Group
Tennessee
$75.4K 16,347 +16,347 New
CCM
320
Chiron Capital Management
Florida
$75.1K 16,300 -2,370 -13%
CAM
321
Concorde Asset Management
Michigan
$74.5K 16,150 +400 +3%
SSB
322
Sandy Spring Bank
Maryland
$73.1K 15,856 -16,000 -50%
CA
323
Crewe Advisors
Utah
$73K 15,834 -500 -3%
GCMG
324
Gyroscope Capital Management Group
Florida
$72.8K 15,800 -100 -0.6%
AL
325
Aspiriant LLC
California
$72.1K 15,633