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SoFi Technologies

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M
Name Market Value Shares Shares
Change
Shares
Change %
WIA
351
World Investment Advisors
California
$86.8K 14,303 +14,303 New
SCA
352
Snowden Capital Advisors
New York
$85.7K 14,125 +2,325 +20%
CA
353
Claro Advisors
Massachusetts
$85.6K 14,096 -100 -0.7%
AFG
354
Atomi Financial Group
New York
$83.7K 13,790 +13,790 New
LW
355
Lauer Wealth
Indiana
$83.3K 26,598 +26,598 New
WFAG
356
Worth Financial Advisory Group
North Carolina
$83.1K 13,685
NL
357
NWAM LLC
Washington
$79.6K 13,117 +13,117 New
Wealthfront Advisers
358
Wealthfront Advisers
California
$78.5K 12,938 +12,938 New
CPC
359
Cookson Peirce & Co
Pennsylvania
$76K 12,594 +12,594 New
MFG
360
Merit Financial Group
Georgia
$74.5K 12,268 +12,268 New
FWP
361
FAS Wealth Partners
Kansas
$74.4K 12,265 +565 +5%
SW
362
SkyOak Wealth
Michigan
$73.1K 12,044
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$73K 11,979 +560 +5%
SEM
364
Suncoast Equity Management
Florida
$72.8K 12,000 +12,000 New
AWM
365
Apollon Wealth Management
South Carolina
$72.7K 11,981 +11,981 New
CAI
366
Capital Advisors Inc
Oklahoma
$71.3K 11,746 +11,746 New
SAF
367
Smith Anglin Financial
Texas
$70.1K 11,550 +11,550 New
TCA
368
Transcend Capital Advisors
New Jersey
$70.1K 11,548 -71 -0.6%
NCM
369
Northside Capital Management
Oregon
$69.8K 11,493
BC
370
Burney Company
Virginia
$68.6K 11,294 +100 +0.9%
BP
371
Ballentine Partners
Massachusetts
$67.7K 11,145 +452 +4%
SSB
372
Sandy Spring Bank
Maryland
$67.6K 11,131 -4,725 -30%
PG
373
Prostatis Group
Maryland
$66.9K 12,200
AGP
374
Autumn Glory Partners
Texas
$66.8K 11,000
JCM
375
Jacobi Capital Management
Pennsylvania
$66.1K 10,890 +10,890 New