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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Calton & Associates
Florida
$160K -$18.8K -2,350 -11%
OHWP
302
Oak Harbor Wealth Partners
North Carolina
$160K
WIA
303
World Investment Advisors
California
$159K
DI
304
DDFG Inc
California
$159K
RA
305
Resolute Advisors
California
$158K
IC
306
IEQ Capital
California
$154K +$31.4K +3,929 +26%
APW
307
Axim Planning & Wealth
Ohio
$153K +$153K +19,100 New
Comerica Bank
308
Comerica Bank
Texas
$152K +$152K +19,008 New
CWC
309
Carolinas Wealth Consulting
North Carolina
$151K +$151K +20,000 New
CAM
310
Concorde Asset Management
Michigan
$149K +$17K +2,124 +13%
SG
311
StoneX Group
New York
$148K +$148K +18,569 New
PCM
312
Pointe Capital Management
Michigan
$148K
AIM
313
Allen Investment Management
New York
$147K +$147K +18,402 New
CA
314
Claro Advisors
Massachusetts
$147K -$178K -22,333 -55%
MIM
315
MetLife Investment Management
New Jersey
$145K +$200 +25 +0.1%
B
316
Bensler
Washington
$143K +$6.71K +840 +5%
IAA
317
Independent Advisor Alliance
North Carolina
$140K +$43.3K +5,417 +45%
BFG
318
Bleakley Financial Group
New Jersey
$139K +$41K +5,126 +42%
SS
319
Simplicity Solutions
Minnesota
$139K +$41.1K +5,147 +42%
TCM
320
Traynor Capital Management
Pennsylvania
$139K +$30.7K +3,842 +28%
RWMG
321
Redwood Wealth Management Group
New Jersey
$137K +$8.92K +1,116 +7%
BAM
322
Belpointe Asset Management
Nevada
$137K +$137K +17,098 New
KBC Group
323
KBC Group
Belgium
$136K +$131K +16,427 +2,798%
DC
324
Davenport & Co
Virginia
$134K -$687 -86 -0.5%
GSIAS
325
Garden State Investment Advisory Services
New Jersey
$133K +$599 +75 +0.5%