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SoFi Technologies

468 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, 110 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 110

33% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 442468 (+26)

3.59% less ownership

Funds ownership: 47.85%44.26% (-3.6%)

38% less call options, than puts

Call options by funds: $233M | Put options by funds: $374M

43% less capital invested

Capital invested by funds: $3.75B → $2.14B (-$1.61B)

Holders
468
Holders Change
+26
Holders Change %
+5.88%
% 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
0.13%
New
122
Increased
157
Reduced
110
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
326
Snowden Capital Advisors
New York
$66K +$13.7K +2,024 +19%
JSW
327
Journey Strategic Wealth
New Jersey
$66K +$84.8K +12,547 New
GCMG
328
Gyroscope Capital Management Group
Florida
$65K +$83.1K +12,300 New
PG
329
Prostatis Group
Maryland
$64.3K
1WA
330
180 Wealth Advisors
Washington
$64K +$79.9K +11,825 New
LC
331
Lindbrook Capital
California
$63K -$2.89K -427 -3%
SW
332
SkyOak Wealth
Michigan
$63K +$81.4K +12,044 New
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$62K -$7.31K -1,082 -8%
MSA
334
McAlister Sweet & Associates
Texas
$62K
CIBC World Market
335
CIBC World Market
Ontario, Canada
$61K -$292K -43,178 -79%
GWMIA
336
Global Wealth Management Investment Advisory
Florida
$61K +$851 +126 +1%
PRC
337
Pearl River Capital
Michigan
$61K +$78.4K +11,600 New
KF
338
Krilogy Financial
Missouri
$60K -$3.38K -500 -4%
ACS
339
Archford Capital Strategies
Illinois
$59K
US Bancorp
340
US Bancorp
Minnesota
$58K +$53.6K +7,926 +263%
IA
341
Inspire Advisors
Idaho
$58K +$73.8K +10,925 New
KFP
342
KMG Fiduciary Partners
Ohio
$58K +$75K +11,094 New
EWM
343
Evercore Wealth Management
New York
$57K
SCM
344
SOL Capital Management
Maryland
$57K +$72.5K +10,735 New
Manulife (Manufacturers Life Insurance)
345
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.7K -$98.3K -14,548 -58%
CA
346
Continuum Advisory
Idaho
$54K +$69.2K +10,235 New
SW
347
SteelPeak Wealth
California
$54K +$69.9K +10,340 New
S
348
Seeyond
France
$54K +$70.1K +10,367 New
S
349
SignatureFD
Georgia
$52K +$189 +28 +0.3%
EAM
350
Exos Asset Management
New York
$50K +$10.6K +1,570 +20%

SOFI Hedge Fund Activity: Q2 2022 in Review

468 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2022, worth a combined $2.14B — down 43% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SOFI positions and 92 closed out — a net gain of 30 holders — while 157 added to existing stakes and 110 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $98.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $187M.

  • 468 institutional investors held SoFi Technologies (SOFI) as of Q2 2022, up from 442 in Q1 2022.
  • Funds reported $2.14B of SoFi Technologies stock for Q2 2022, down 43% quarter-over-quarter.
  • 122 funds opened new SoFi Technologies positions in Q2 2022 and 92 closed out, a net change of +30 holders.
  • The largest SoFi Technologies buyer in Q2 2022 was Coatue Management, an estimated $98.2M added.
  • The largest SoFi Technologies seller in Q2 2022 was T. Rowe Price Associates, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2022.