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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
351
Procyon Advisors
Connecticut
$109K +$109K +13,065 New
MSA
352
McAlister Sweet & Associates
Texas
$108K -$23.4K -2,800 -18%
PNC Financial Services Group
353
PNC Financial Services Group
Pennsylvania
$107K -$14.9K -1,786 -12%
T
354
TrueFG
Texas
$107K +$107K +12,800 New
BFG
355
Bleakley Financial Group
New Jersey
$102K +$102K +12,259 New
SS
356
Simplicity Solutions
Minnesota
$102K -$88K -10,549 -46%
PG
357
Prostatis Group
Maryland
$102K
IAA
358
Independent Advisor Alliance
North Carolina
$101K -$51.2K -6,138 -34%
ODG
359
O'Dell Group
Ohio
$101K +$101K +12,108 New
IAS
360
Insigneo Advisory Services
Florida
$101K +$101K +12,053 New
TCA
361
Transcend Capital Advisors
New Jersey
$100K +$4.17K +500 +4%
KCM
362
KRS Capital Management
Michigan
$100K -$92.6K -11,100 -48%
BP
363
Ballentine Partners
Massachusetts
$100K +$7.14K +856 +8%
ICG
364
InterOcean Capital Group
Tennessee
$100K -$32.1K -3,847 -24%
SEM
365
Suncoast Equity Management
Florida
$100K
CAI
366
Capital Advisors Inc
Oklahoma
$99.6K +$1.67K +200 +2%
US Bancorp
367
US Bancorp
Minnesota
$98K +$10.3K +1,235 +12%
BAM
368
Blueshift Asset Management
New Jersey
$97K -$52K -6,229 -35%
Daiwa Securities Group
369
Daiwa Securities Group
Japan
$97K -$184K -22,150 -66%
SSA
370
Schonfeld Strategic Advisors
New York
$96.7K -$38.8M -4,654,857 -100%
SAF
371
Smith Anglin Financial
Texas
$96.3K
MGIA
372
Moneta Group Investment Advisors
Missouri
$94.3K +$7.59K +910 +9%
BFM
373
Boothbay Fund Management
New York
$93.8K +$93.8K +11,243 New
SPA
374
Sherbrooke Park Advisers
New York
$92.3K +$92.3K +11,062 New
LFAS
375
Level Four Advisory Services
Texas
$91.4K +$91.4K +10,963 New