SOFI icon

SoFi Technologies

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M
Name Market Value Shares Shares
Change
Shares
Change %
CAM
326
Concorde Asset Management
Michigan
$103K 16,950 +800 +5%
CAM
327
Cresset Asset Management
Illinois
$102K 16,869 +1,900 +13%
MIM
328
MetLife Investment Management
New Jersey
$101K 16,686 +36 +0.2%
Amundi
329
Amundi
France
$100K 17,492 -30,805 -64%
AFG
330
Albion Financial Group
Utah
$99.6K 16,415
RWMG
331
Redwood Wealth Management Group
New Jersey
$99.2K 16,350 +2,100 +15%
EP
332
Elkhorn Partners
Nebraska
$97K 16,000 +1,000 +7%
ICG
333
InterOcean Capital Group
Tennessee
$96.2K 15,847 -500 -3%
CA
334
Crewe Advisors
Utah
$96.1K 15,834
VCM
335
Vivaldi Capital Management
Illinois
$95.8K 15,788 -71 -0.4%
MSA
336
McAlister Sweet & Associates
Texas
$95.3K 15,700 +15,700 New
CHA
337
Cooper/Haims Advisors
New York
$95.1K 15,670 +170 +1%
AL
338
Aspiriant LLC
California
$94.9K 15,633
CCM
339
Chiron Capital Management
Florida
$94.1K 15,505 -795 -5%
TWM
340
Tradition Wealth Management
Minnesota
$94K 15,435 +8,380 +119%
AC
341
Avestar Capital
New York
$93.1K 15,332 -1,540 -9%
VF
342
VitalStone Financial
Texas
$93K 5,861 -36,734 -86%
JWCA
343
J.W. Cole Advisors
Florida
$92K 15,150 +873 +6%
1WA
344
180 Wealth Advisors
Washington
$91.9K 15,145 -905 -6%
CAM
345
Columbia Asset Management
Michigan
$91K 14,980
IWC
346
Integrated Wealth Concepts
Massachusetts
$90K 14,885 +2,027 +16%
LWM
347
LJI Wealth Management
Indiana
$89.7K 14,770 +14,770 New
PNC Financial Services Group
348
PNC Financial Services Group
Pennsylvania
$88.8K 14,630 +1,386 +10%
AC
349
AXQ Capital
New Jersey
$88.6K 14,600 +14,600 New
TCM
350
Traynor Capital Management
Pennsylvania
$87.1K 14,351 -1,100 -7%