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SoFi Technologies

489 hedge funds and large institutions have $1.66B invested in SoFi Technologies in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 116 reducing their positions, and 49 closing their positions.

Holders
489
Holders Change
+23
Holders Change %
+4.94%
% of All Funds
8.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
79
Increased
181
Reduced
116
Closed
49
Calls
$185M
Puts
$234M
Net Calls
-$49.4M
Net Calls Change
+$91.7M
Name Market Value Shares Shares
Change
Shares
Change %
WP
326
WealthSource Partners
California
$71K 14,589 -350 -2%
KWM
327
Kingsview Wealth Management
Oregon
$71K 14,567 +14,567 New
FCAG
328
First Capital Advisors Group
New Jersey
$69K 14,163
EP
329
Elkhorn Partners
Nebraska
$69K 14,200 +200 +1%
CAM
330
Cresset Asset Management
Illinois
$67K 13,667 -18,435 -57%
GKWIM
331
Gerber Kawasaki Wealth & Investment Management
California
$67K 13,798 -1,009 -7%
WWA
332
WCG Wealth Advisors
Nevada
$67K 3,400 +3,400 New
EWA
333
EP Wealth Advisors
California
$67K 13,821 +13,821 New
First Trust Advisors
334
First Trust Advisors
Illinois
$66K 13,521 +13,521 New
PCP
335
Proficio Capital Partners
Massachusetts
$65K 13,595 +235 +2%
IWC
336
Integrated Wealth Concepts
Massachusetts
$63K 12,929 -519 -4%
GG
337
Gofen & Glossberg
Illinois
$63K 13,000
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$63K 12,890 +5,586 +76%
QTM
339
qPULA Trading Management
New York
$63K 13,000 +13,000 New
WDL
340
Well Done LLC
Michigan
$62K 12,705
WIC
341
Water Island Capital
New York
$61K 12,500 +12,500 New
1WA
342
180 Wealth Advisors
Washington
$60K 12,380 +555 +5%
Fidelity Investments
343
Fidelity Investments
Massachusetts
$60K 12,442 +8,754 +237%
PG
344
Prostatis Group
Maryland
$59.5K 12,200
SW
345
SkyOak Wealth
Michigan
$59K 12,044
LC
346
Lindbrook Capital
California
$58K 11,825 -124 -1%
Lido Advisors
347
Lido Advisors
California
$58K 12,075 +12,075 New
Manulife (Manufacturers Life Insurance)
348
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.7K 11,827 +1,259 +12%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$57K 11,778 +191 +2%
FWP
350
FAS Wealth Partners
Kansas
$57K 11,700 +11,700 New