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SoFi Technologies

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M
Name Market Value Shares Shares
Change
Shares
Change %
IWC
351
Integrated Wealth Concepts
Massachusetts
$59K 12,858 -71 -0.5%
WDL
352
Well Done LLC
Michigan
$58.6K 12,715 +10 +0.1%
BJL
353
Brighton Jones LLC
Washington
$58.3K 12,646 -661,093 -98%
WIC
354
Water Island Capital
New York
$57.6K 12,500
MGIA
355
Moneta Group Investment Advisors
Missouri
$56.5K 8,150 +8,150 New
Asset Management One
356
Asset Management One
Japan
$56.4K 12,279 +2,979 +32%
PG
357
Prostatis Group
Maryland
$56.2K 12,200
XS
358
XR Securities
Illinois
$56.1K 12,165 -5,725 -32%
SW
359
SkyOak Wealth
Michigan
$55.5K 12,044
SCA
360
Snowden Capital Advisors
New York
$54.4K 11,800 +426 +4%
FWP
361
FAS Wealth Partners
Kansas
$53.9K 11,700
TCA
362
Transcend Capital Advisors
New Jersey
$53.6K 11,619 -3,706 -24%
KFP
363
KMG Fiduciary Partners
Ohio
$53.3K 11,571 +11,571 New
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$53K 11,419 -1,471 -11%
NCM
365
Northside Capital Management
Oregon
$53K 11,493
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$52.3K 11,338 +11,338 New
BC
367
Burney Company
Virginia
$51.6K 11,194 -9,425 -46%
AGP
368
Autumn Glory Partners
Texas
$50.7K 11,000
GWMIA
369
Global Wealth Management Investment Advisory
Florida
$50.7K 10,989 -5,385 -33%
EWM
370
Evercore Wealth Management
New York
$50K 10,849
Bank Julius Baer & Co
371
Bank Julius Baer & Co
Switzerland
$50K 10,757 +9,966 +1,260%
SCM
372
SOL Capital Management
Maryland
$49.5K 10,735
PWP
373
Pursue Wealth Partners
California
$49.3K 10,700 -75,900 -88%
BP
374
Ballentine Partners
Massachusetts
$49.3K 10,693 +10,693 New
MSFS
375
Main Street Financial Solutions
Pennsylvania
$48K 10,339 -410 -4%