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SoFi Technologies

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M
Name Market Value Shares Shares
Change
Shares
Change %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$129K 21,178 -3,354 -14%
OPS
302
Orion Portfolio Solutions
Nebraska
$128K 21,075 -236 -1%
BCI
303
Brinker Capital Investments
Pennsylvania
$128K 21,075 +21,075 New
M&T Bank
304
M&T Bank
New York
$124K 20,463 +972 +5%
FBC
305
Fairfield, Bush & Co
Connecticut
$124K 20,400 +2,900 +17%
IC
306
IEQ Capital
California
$123K 20,296 +3,784 +23%
SIA
307
SkyView Investment Advisors
New Jersey
$123K 20,307 +3,150 +18%
CPRC
308
Consolidated Portfolio Review Corp
New York
$122K 20,085 +20,085 New
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$121K 20,000
DI
310
DDFG Inc
California
$121K 19,902 +1,064 +6%
RA
311
Resolute Advisors
California
$120K 19,827
SHWM
312
Silicon Hills Wealth Management
Texas
$120K 19,792
BSW
313
Buckingham Strategic Wealth
Missouri
$117K 25,346
MIG
314
McGuire Investment Group
Rhode Island
$113K 18,650
PCM
315
Pointe Capital Management
Michigan
$112K 18,490
IAA
316
Independent Advisor Alliance
North Carolina
$111K 18,300 -631 -3%
IWN
317
Independent Wealth Network
Iowa
$110K 18,197 -11,016 -38%
BCM
318
Brainard Capital Management
Texas
$110K 18,186
BAM
319
Blueshift Asset Management
New Jersey
$108K 17,861 +17,861 New
VWA
320
Visionary Wealth Advisors
Illinois
$108K 17,800
FCAG
321
First Capital Advisors Group
New Jersey
$105K 17,313 +3,150 +22%
S
322
SignatureFD
Georgia
$104K 17,158 +2,154 +14%
B
323
Bensler
Washington
$104K 17,090
GLA
324
Good Life Advisors
Pennsylvania
$104K 17,063 -20,444 -55%
WS
325
Wedbush Securities
California
$103K 17,000 -2,100 -11%