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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
326
Albion Financial Group
Utah
$131K
CAM
327
Columbia Asset Management
Michigan
$131K -$61.7K -4,795 -32%
RWA
328
Redhawk Wealth Advisors
Minnesota
$129K +$15.5K +1,934 +14%
JWCA
329
J.W. Cole Advisors
Florida
$127K
VCM
330
Vivaldi Capital Management
Illinois
$126K +$272 +34 +0.2%
VWA
331
Visionary Wealth Advisors
Illinois
$126K -$19K -2,381 -13%
JF
332
Joule Financial
Kentucky
$125K +$125K +15,653 New
TFS
333
Thoroughbred Financial Services
Tennessee
$125K +$125K +15,764 New
AL
334
Aspiriant LLC
California
$125K
CHA
335
Cooper/Haims Advisors
New York
$124K -$1.36K -170 -1%
PIA
336
Panoramic Investment Advisors
Colorado
$124K +$124K +15,500 New
AC
337
Avestar Capital
New York
$123K
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$122K -$9.46K -1,184 -7%
FWP
339
FAS Wealth Partners
Kansas
$121K -$16K -2,000 -12%
UB
340
UMB Bank
Missouri
$121K +$71.5K +8,945 +145%
GAM
341
Gotham Asset Management
New York
$120K -$104 -13 -0.1%
ETC
342
Exchange Traded Concepts
Oklahoma
$120K +$80K +10,013 +202%
BWM
343
Bulltick Wealth Management
Florida
$119K -$103K -12,920 -46%
MCM
344
Mainstay Capital Management
Michigan
$112K +$112K +14,050 New
CA
345
Crewe Advisors
Utah
$111K -$16K -1,998 -13%
WFAG
346
Worth Financial Advisory Group
North Carolina
$110K +$2K +250 +2%
CF
347
Cantor Fitzgerald
New York
$109K +$109K +13,699 New
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$109K -$3.69K -462 -3%
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$106K -$18.2K -2,275 -15%
MFG
350
MidWestOne Financial Group
Iowa
$105K +$105K +13,154 New