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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
376
Wagner Wealth Management
South Carolina
$14K 2,612 +2,612 New
BWP
377
Baldwin Wealth Partners
Massachusetts
$14K 2,706 +2,706 New
SWA
378
SOA Wealth Advisors
New York
$13K 2,520 -680 -21%
AF
379
Advisornet Financial
Minnesota
$13K 2,450 -450 -16%
PMFA
380
Plante Moran Financial Advisors
Michigan
$13K 2,551 +2,551 New
CA
381
Clearstead Advisors
Ohio
$12K 2,240 – –
IAIM
382
Industrial Alliance Investment Management
Quebec, Canada
$12K 2,185 – –
MCM
383
Manchester Capital Management
Vermont
$12K 2,322 +723 +45%
CCM
384
Covington Capital Management
California
$12K 2,200 +1,400 +175%
SWM
385
Selective Wealth Management
Virginia
$12K 2,250 +2,250 New
EC
386
Elequin Capital
New York
$9K 1,795 -94 -5%
OIA
387
Optimum Investment Advisors
Illinois
$7K 1,395 – –
POIA
388
Pin Oak Investment Advisors
Texas
$6K 1,120 +20 +2%
QCG
389
Quadrant Capital Group
Ohio
$5K 921 -5 -0.5%
BWA
390
BDO Wealth Advisors
Florida
$5K 1,000 – –
TFGT
391
TS Financial Group (TSFG)
Illinois
$5K 871 +871 New
BONH
392
Bank of New Hampshire
New Hampshire
$5K 1,000 +1,000 New
LFG
393
Larson Financial Group
Missouri
$4K 725 – –
FWM
394
Focused Wealth Management
New York
$4K 800 – –
BBPWM
395
Blue Bell Private Wealth Management
Pennsylvania
$4K 725 – –
Simplex Trading
396
Simplex Trading
Illinois
$4K 860 – –
TWA
397
TCI Wealth Advisors
Arizona
$4K 705 +75 +12%
PFGIA
398
Patriot Financial Group Insurance Agency
Massachusetts
$4K 742 +312 +73%
CCM
399
Cribstone Capital Management
Maine
$4K 750 +750 New
HFA
400
HC Financial Advisors
California
$4K 800 +800 New
14 15
16
17 18