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SoFi Technologies
SOFI

Overview Fund Activity

306 hedge funds and large institutions have $5.56B invested in SoFi Technologies in 2021 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 107 increasing their positions, 26 reducing their positions, and 68 closing their positions.

Holders
306
Holders Change
+73
Holders Change %
+31.33%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
144
Increased
107
Reduced
26
Closed
68
Calls
$366M
Puts
$406M
Net Calls
-$39.5M
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M
2
BlackRock
2
BlackRock
New York
$216M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$85.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$71.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119M

Top Sellers

1
TP
1
Third Point
New York
$0
2
DCP
2
Durable Capital Partners
Maryland
$57.1M
3
IVMX
3
Institutional Venture Management XIV
California
$0
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
351
Stratos Wealth Advisors
Ohio
– – -16,531 Closed
QT
352
Quantbot Technologies
New York
– – -15,104 Closed
WIC
353
Woodmont Investment Counsel
Tennessee
– – -12,150 Closed
SFP
354
Sandbox Financial Partners
Maryland
– – -11,062 Closed
WMSA
355
Weiss Multi-Strategy Advisers
New York
– – -11,000 Closed
SAF
356
Smith Anglin Financial
Texas
– – -10,046 Closed
EA
357
Emerald Advisors
Washington
– – -10,000 Closed
PGWM
358
Parisi Gray Wealth Management
New Jersey
– – -4,233 Closed
CWC
359
Carolinas Wealth Consulting
North Carolina
– – -4,175 Closed
RCA
360
Ranch Capital Advisors
Florida
– – -2,390 Closed
Schroder Investment Management Group
361
Schroder Investment Management Group
United Kingdom
– – -1,083 Closed
TFA
362
Toth Financial Advisory
Virginia
– – -1,000 Closed
QCG
363
Quadrant Capital Group
Ohio
– – -560 Closed
CHA
364
Carmichael Hill & Associates
Maryland
– – -300 Closed
SB
365
Strategic Blueprint
Georgia
– – -266 Closed
GRP
366
Global Retirement Partners
California
– – -225 Closed
GAM
367
Gemmer Asset Management
California
– – -150 Closed
HNB
368
Huntington National Bank
Ohio
– – -92 Closed
SIAP
369
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -75 Closed
AAP
370
Arax Advisory Partners
Colorado
– – -25 Closed
RTL
371
Red Tortoise LLC
Georgia
– – – –
SPM
372
Symmetry Peak Management
Pennsylvania
– – – –
COCM
373
Charter Oak Capital Management
New Hampshire
$0 20 – –
Parallax Volatility Advisers
374
Parallax Volatility Advisers
California
– – – –
SC
375
Sculptor Capital
New York
– – – –
12 13 14
15
16