SOFI icon

SoFi Technologies

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
351
Gotham Asset Management
New York
$150K -$229 -23 -0.2%
TCBWMS
352
Texas Capital Bank Wealth Management Services
Texas
$149K -$149K -15,000 -50%
AGP
353
Autumn Glory Partners
Texas
$149K +$149K +15,000 New
CC
354
Centiva Capital
New York
$149K +$149K +15,000 New
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$149K +$149K +15,000 New
A
356
AlphaQuest
New York
$146K +$146K +14,705 New
AC
357
Avestar Capital
New York
$145K -$7.46K -750 -5%
PA
358
Probity Advisors
Texas
$143K +$143K +14,386 New
SPC
359
Sigma Planning Corp
Michigan
$139K -$137K -13,768 -50%
VA
360
Vident Advisory
Georgia
$139K +$139K +13,988 New
BWP
361
Balboa Wealth Partners
Arizona
$136K -$119K -11,936 -47%
CHA
362
Cooper/Haims Advisors
New York
$135K -$18.9K -1,900 -12%
MFG
363
MidWestOne Financial Group
Iowa
$133K +$2.47K +248 +2%
IAS
364
Insigneo Advisory Services
Florida
$132K +$132K +13,263 New
WFAG
365
Worth Financial Advisory Group
North Carolina
$132K -$5.22K -525 -4%
CD
366
Chapin Davis
Maryland
$132K +$132K +13,225 New
JWCA
367
J.W. Cole Advisors
Florida
$131K -$27.6K -2,775 -17%
BSW
368
Buckingham Strategic Wealth
Missouri
$130K +$3.01K +302 +2%
T
369
TrueFG
Texas
$129K
MLIC
370
Mandatum Life Insurance Company
Finland
$129K +$129K +12,947 New
BWM
371
Bulltick Wealth Management
Florida
$129K -$19.6K -1,967 -13%
VCM
372
Vivaldi Capital Management
Illinois
$127K -$273 -34 -0.2%
CF
373
Cantor Fitzgerald
New York
$126K -$9.99K -1,004 -7%
PCIA
374
Prime Capital Investment Advisors
Kansas
$126K +$23.5K +2,361 +23%
MSFS
375
Main Street Financial Solutions
Pennsylvania
$126K +$746 +75 +0.6%