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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
T
351
TrueFG
Texas
$103K +$1.2K +150 +1%
QC
352
QCM Cayman
Texas
$102K +$102K +12,784 New
BSW
353
Buckingham Strategic Wealth
Missouri
$102K -$7.06K -883 -6%
IWN
354
Independent Wealth Network
Iowa
$101K -$7.75K -970 -7%
MSFS
355
Main Street Financial Solutions
Pennsylvania
$100K +$16.8K +2,103 +20%
BCV
356
Banque Cantonale Vaudoise
Switzerland
$100K +$16K +2,000 +19%
VRS
357
Virginia Retirement Systems
Virginia
$99.1K -$193K -24,200 -66%
PG
358
Prostatis Group
Maryland
$97.5K
CAI
359
Capital Advisors Inc
Oklahoma
$97.4K +$2K +250 +2%
EWA
360
EverSource Wealth Advisors
Alabama
$97.4K -$8.59K -1,075 -8%
BP
361
Ballentine Partners
Massachusetts
$97K +$1.14K +143 +1%
ODG
362
O'Dell Group
Ohio
$96.7K
PA
363
Procyon Advisors
Connecticut
$96.4K -$7.99K -1,000 -8%
TCA
364
Transcend Capital Advisors
New Jersey
$96.3K
SEM
365
Suncoast Equity Management
Florida
$95.9K
CFB
366
Cullen/Frost Bankers
Texas
$93.9K +$93.9K +11,750 New
ZIM
367
Zacks Investment Management
Illinois
$93.4K +$93.4K +11,690 New
SAF
368
Smith Anglin Financial
Texas
$92.3K
SDH
369
Sloy Dahl & Holst
Washington
$90.7K +$90.7K +11,349 New
XWM
370
Xcel Wealth Management
Florida
$90.3K -$112K -13,980 -55%
MGIA
371
Moneta Group Investment Advisors
Missouri
$89.6K -$767 -96 -0.8%
HF
372
HRT Financial
New York
$89K +$89K +11,207 New
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$88.7K -$13.9K -1,742 -14%
IWC
374
Integrated Wealth Concepts
Massachusetts
$87.2K -$85.9K -10,750 -50%
WPC
375
Wedmont Private Capital
Pennsylvania
$87.2K +$87.2K +10,657 New