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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
326
Vivaldi Capital Management
Illinois
$132K
LWM
327
LJI Wealth Management
Indiana
$132K +$8.42K +1,010 +7%
CHA
328
Cooper/Haims Advisors
New York
$131K
AL
329
Aspiriant LLC
California
$130K
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$130K +$130K +15,546 New
TCM
331
Teza Capital Management
Illinois
$129K -$275K -33,030 -68%
S
332
SignatureFD
Georgia
$129K -$14K -1,683 -10%
AIM
333
Aigen Investment Management
New York
$128K -$243K -29,149 -65%
SCA
334
Snowden Capital Advisors
New York
$128K +$10.4K +1,250 +9%
AC
335
Avestar Capital
New York
$128K
IC
336
IEQ Capital
California
$128K -$41.6K -4,988 -25%
GAM
337
Gotham Asset Management
New York
$126K -$271K -32,464 -68%
CAM
338
Columbia Asset Management
Michigan
$125K
RWA
339
Redhawk Wealth Advisors
Minnesota
$118K +$118K +14,167 New
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$118K +$17.8K +2,132 +18%
MLIC
341
Mandatum Life Insurance Company
Finland
$116K +$116K +13,947 New
MTIM
342
Marathon Trading Investment Management
Pennsylvania
$116K +$61.7K +7,400 +114%
BWP
343
Balboa Wealth Partners
Arizona
$115K +$115K +13,825 New
IWM
344
IHT Wealth Management
Illinois
$115K -$97K -11,631 -46%
BSW
345
Buckingham Strategic Wealth
Missouri
$114K -$97.6K -11,705 -46%
IWN
346
Independent Wealth Network
Iowa
$114K -$38.2K -4,575 -25%
CS
347
Candriam SCA
Luxembourg
$114K +$114K +13,622 New
WFAG
348
Worth Financial Advisory Group
North Carolina
$113K -$1.25K -150 -1%
TCM
349
Traynor Capital Management
Pennsylvania
$113K -$6.98K -837 -6%
EWA
350
EverSource Wealth Advisors
Alabama
$111K -$138K -16,589 -56%