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SoFi Technologies
SOFI

Overview Fund Activity

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$71.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$43.3M
3
BlackRock
3
BlackRock
New York
$164M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$13.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$23.7M

Top Sellers

1
RCM
1
Riverwood Capital Management
California
$10.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.4M
3
Citigroup
3
Citigroup
New York
$7.28M
4
JGC
4
J. Goldman & Co
New York
$947K
5
Norges Bank
5
Norges Bank
Norway
$44.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
376
Catalyst Capital Advisors
New York
$47.9K 10,400 -73,680 -88%
PCIA
377
Prime Capital Investment Advisors
Kansas
$47.2K 10,241 +10,241 New
CCA
378
Cora Capital Advisors
New Jersey
$46.4K 10,075 +10,075 New
CA
379
Continuum Advisory
Idaho
$46.2K 10,032 -203 -2%
FA
380
Fagan Associates
New York
$46.1K 10,000 – –
CB
381
CNB Bank
Pennsylvania
$46.1K 10,000 – –
CIC
382
Carnegie Investment Counsel
Ohio
$46.1K 10,000 +10,000 New
BCV
383
Banque Cantonale Vaudoise
Switzerland
$42K 9,000 – –
TWC
384
TD Waterhouse Canada
Ontario, Canada
$40.6K 7,275 -105,592 -94%
AIG
385
American International Group
New York
$38.2K 8,286 -53 -0.6%
USCWA
386
U.S. Capital Wealth Advisors
Texas
$37.9K 8,227 +8,227 New
TWM
387
Tradition Wealth Management
Minnesota
$33K 7,055 – –
ETC
388
Exchange Traded Concepts
Oklahoma
$32.6K 7,072 +489 +7%
NA
389
NewEdge Advisors
Louisiana
$31.8K 30,466 +3,471 +13%
US Bancorp
390
US Bancorp
Minnesota
$31.2K 6,776 -3,801 -36%
AAM
391
Advisors Asset Management
Colorado
$28K 6,083 -373 -6%
UB
392
UMB Bank
Missouri
$28K 6,171 – –
PVH
393
Psagot Value Holdings
Israel
$28K 6,000 +2,000 +50%
NC
394
NewSquare Capital
Pennsylvania
$27.7K 6,000 – –
TF
395
TimeScale Financial
Massachusetts
$26.3K 5,380 – –
AF
396
Allworth Financial
California
$24.1K 5,219 +2,921 +127%
MCC
397
Money Concepts Capital
Florida
$24K 5,211 +4,782 +1,115%
DCM
398
Dudley Capital Management
Virginia
$23.9K 5,178 +5,178 New
CWC
399
Carolinas Wealth Consulting
North Carolina
$23.1K 5,000 – –
TFM
400
TFC Financial Management
Massachusetts
$23.1K 5,000 +5,000 New
14 15
16
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