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SoFi Technologies

443 hedge funds and large institutions have $6.69B invested in SoFi Technologies in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 161 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+137
Holders Change %
+44.77%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
188
Increased
161
Reduced
58
Closed
51
Calls
$441M
Puts
$610M
Net Calls
-$169M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
FFWM
351
Future Financial Wealth Management
Ohio
$55K +$55K +3,510 New
NL
352
NVWM LLC
Pennsylvania
$53K +$28.5K +1,787 +116%
IA
353
IFP Advisors
Florida
$53K +$35K +1,968 +194%
FCA
354
FinTrust Capital Advisors
South Carolina
$50K +$34.1K +2,150 +215%
AA
355
Ancora Advisors
Ohio
$49K
HFS
356
Hantz Financial Services
Michigan
$40K +$24K +1,500 +150%
EWM
357
Edge Wealth Management
New York
$38K -$31.4K -2,000 -45%
TF
358
TimeScale Financial
Massachusetts
$37K +$16.6K +1,041 +81%
AF
359
Advisornet Financial
Minnesota
$37K +$22.9K +1,470 +163%
WWM
360
Wagner Wealth Management
South Carolina
$36K
BWP
361
Baldwin Wealth Partners
Massachusetts
$36K +$12K +750 +50%
CA
362
Clearstead Advisors
Ohio
$35K
IAIM
363
Industrial Alliance Investment Management
Quebec, Canada
$35K +$35K +2,185 New
AWA
364
Amplius Wealth Advisors
Pennsylvania
$31K +$31K +2,020 New
FWM
365
Focused Wealth Management
New York
$25K +$7.03K +450 +39%
MAWCM
366
Mine & Arao Wealth Creation & Management
California
$24K -$6.95K -440 -22%
BFEC
367
Benjamin F. Edwards & Company
Missouri
$24K +$8K +500 +50%
SWA
368
SOA Wealth Advisors
New York
$23K -$6.9K -450 -23%
OIA
369
Optimum Investment Advisors
Illinois
$23K +$5.93K +380 +35%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +1,478 New
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$8.9K -569 -29%
EWM
372
Evermay Wealth Management
Virginia
$22K +$22K +1,375 New
NC
373
NewSquare Capital
Pennsylvania
$21K
MHR
374
Matthew Hamilton Rosenberg
$21K
FWA
375
FSC Wealth Advisors
New York
$21K +$21K +1,300 New