SOFI icon

SoFi Technologies
SOFI

Overview Fund Activity

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$71.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$43.3M
3
BlackRock
3
BlackRock
New York
$164M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$13.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$23.7M

Top Sellers

1
RCM
1
Riverwood Capital Management
California
$10.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.4M
3
Citigroup
3
Citigroup
New York
$7.28M
4
JGC
4
J. Goldman & Co
New York
$947K
5
Norges Bank
5
Norges Bank
Norway
$44.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
326
Traynor Capital Management
Pennsylvania
$71.2K 15,451 +225 +1%
CHA
327
Cooper/Haims Advisors
New York
$71K 15,500 – –
BFM
328
Boothbay Fund Management
New York
$70.4K 15,265 -10,344 -40%
GIA
329
Gladstone Institutional Advisory
Florida
$70.1K 15,198 -386 -2%
S
330
SignatureFD
Georgia
$69.2K 15,004 +4,750 +46%
CAM
331
Cresset Asset Management
Illinois
$69K 14,969 +1,302 +10%
CAM
332
Columbia Asset Management
Michigan
$69K 14,980 – –
EP
333
Elkhorn Partners
Nebraska
$69K 15,000 +800 +6%
HSA
334
HBK Sorce Advisory
Pennsylvania
$69K 15,060 +15,060 New
Fidelity Investments
335
Fidelity Investments
Massachusetts
$66.1K 14,343 +1,901 +15%
JWCA
336
J.W. Cole Advisors
Florida
$65.8K 14,277 -223 -2%
RWMG
337
Redwood Wealth Management Group
New Jersey
$65.7K 14,250 +14,250 New
CA
338
Claro Advisors
Massachusetts
$65.4K 14,196 +14,196 New
PCP
339
Proficio Capital Partners
Massachusetts
$65.3K 13,991 +396 +3%
FCAG
340
First Capital Advisors Group
New Jersey
$65.3K 14,163 – –
WFAG
341
Worth Financial Advisory Group
North Carolina
$63.1K 13,685 +13,685 New
CA
342
CoreCap Advisors
Michigan
$62.2K 13,492 -7,000 -34%
WCFA
343
Walkner Condon Financial Advisors
Wisconsin
$61.9K 13,437 +13,437 New
EA
344
Emerald Advisers
Pennsylvania
$61.8K 13,400 +7,600 +131%
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$61.1K 13,244 -5,341 -29%
CCWM
346
Cassaday & Co Wealth Management
Virginia
$61K 13,224 +13,224 New
GG
347
Gofen & Glossberg
Illinois
$60K 13,000 – –
LC
348
Lindbrook Capital
California
$59.9K 13,003 +1,178 +10%
BAM
349
Belpointe Asset Management
Nevada
$59.1K 12,820 +12,820 New
RFO
350
RiverGlades Family Offices
Florida
$59.1K 12,810 +12,810 New
12 13
14
15 16