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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
301
World Investment Advisors
California
$166K +$46.8K +5,606 +39%
DI
302
DDFG Inc
California
$166K
KAH
303
Kathryn A. Hall
$166K +$166K +19,853 New
RA
304
Resolute Advisors
California
$165K
ZIG
305
Zullo Investment Group
Pennsylvania
$161K -$21.7K -2,600 -12%
PCM
306
Pointe Capital Management
Michigan
$154K
MIM
307
MetLife Investment Management
New Jersey
$152K +$12.4K +1,481 +9%
VWA
308
Visionary Wealth Advisors
Illinois
$151K +$2.53K +303 +2%
DAS
309
Dynamic Advisor Solutions
Arizona
$151K +$151K +18,051 New
Amundi
310
Amundi
France
$149K
FCAG
311
First Capital Advisors Group
New Jersey
$144K
FWP
312
FAS Wealth Partners
Kansas
$143K +$40.9K +4,900 +40%
B
313
Bensler
Washington
$143K
DC
314
Davenport & Co
Virginia
$141K +$141K +16,915 New
FWA
315
Freedom Wealth Alliance
Wisconsin
$140K +$140K +15,267 New
TWM
316
Tradition Wealth Management
Minnesota
$139K +$10.2K +1,225 +8%
CAM
317
Concorde Asset Management
Michigan
$138K -$3.34K -400 -2%
GSIAS
318
Garden State Investment Advisory Services
New Jersey
$138K -$186K -22,350 -57%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$137K -$77.6K -9,309 -36%
AFG
320
Albion Financial Group
Utah
$137K
Fidelity Investments
321
Fidelity Investments
Massachusetts
$136K -$7.33M -878,522 -98%
RWMG
322
Redwood Wealth Management Group
New Jersey
$134K -$2.5K -300 -2%
EP
323
Elkhorn Partners
Nebraska
$133K
JWCA
324
J.W. Cole Advisors
Florida
$133K +$6.26K +750 +5%
CA
325
Crewe Advisors
Utah
$132K +$117 +14 +0.1%