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SoFi Technologies

440 hedge funds and large institutions have $3.75B invested in SoFi Technologies in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 183 increasing their positions, 90 reducing their positions, and 102 closing their positions.

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
6.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
106
Increased
183
Reduced
90
Closed
102
Calls
$409M
Puts
$530M
Net Calls
-$120M
Net Calls Change
+$48.8M
Name Market Value Shares Shares
Change
Shares
Change %
FWM
376
Focused Wealth Management
New York
$8K 800 -800 -50%
CCM
377
Covington Capital Management
California
$8K 800 +800 New
LFG
378
Larson Financial Group
Missouri
$7K 725 -35 -5%
BBPWM
379
Blue Bell Private Wealth Management
Pennsylvania
$7K 725 +25 +4%
CT
380
Cambridge Trust
Massachusetts
$7K 752 +630 +516%
EWM
381
Evermay Wealth Management
Virginia
$6K 600 -775 -56%
TWA
382
TCI Wealth Advisors
Arizona
$6K 630 -389 -38%
PCG
383
Private Capital Group
Connecticut
$6K 590 -10 -2%
DB
384
Dravo Bay
Delaware
$5.46K 578 +578 New
SIC
385
Salem Investment Counselors
North Carolina
$5K 550 -180 -25%
NSIM
386
North Star Investment Management
Illinois
$5K 500
TIM
387
Tortoise Investment Management
New York
$5K 500
CFGS
388
Concourse Financial Group Securities
Alabama
$5K 500
PG
389
Proffitt & Goodson
Tennessee
$5K 525 +250 +91%
SC
390
Steph & Co
Wisconsin
$5K 500 +500 New
BA
391
Bellwether Advisors
Nebraska
$5K 605 +605 New
SC
392
Stephens Consulting
Michigan
$4.73K 500 -500 -50%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$4K 430 -976 -69%
BWL
394
Bogart Wealth LLC
Virginia
$4K 458
PFSC
395
Peoples Financial Services Corp
Pennsylvania
$4K 400
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$4K 464
FF
397
FourThought Financial
Florida
$4K 397 +52 +15%
FAG
398
Fortitude Advisory Group
Washington
$4K 394 +94 +31%
TFA
399
Toth Financial Advisory
Virginia
$4K 460 +110 +31%
ZB
400
Zions Bancorporation
Utah
$4K 410 +410 New