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SoFi Technologies
SOFI

Overview Fund Activity

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
376
Evercore Wealth Management
New York
$65.9K 10,849 – –
SCP
377
Sender Company & Partners
New York
$65.4K 10,780 -7,229 -40%
IA
378
IFG Advisory
Georgia
$64.9K 10,700 +10,700 New
US Bancorp
379
US Bancorp
Minnesota
$63.8K 10,515 +3,739 +55%
MGIA
380
Moneta Group Investment Advisors
Missouri
$63.1K 10,394 +2,244 +28%
GWMIA
381
Global Wealth Management Investment Advisory
Florida
$63.1K 10,393 -596 -5%
SG
382
StoneX Group
New York
$62.5K 10,304 +10,304 New
CCA
383
Cora Capital Advisors
New Jersey
$62.5K 10,292 +217 +2%
CCFM
384
Clear Creek Financial Management
Washington
$61.9K 10,200 +10,200 New
MSFS
385
Main Street Financial Solutions
Pennsylvania
$61.5K 10,139 -200 -2%
GT
386
Glenmede Trust
Pennsylvania
$61.4K 10,119 +10,119 New
PP
387
Patron Partners
Texas
$61.3K 10,100 +10,100 New
PVI
388
Pine Valley Investments
New Jersey
$60.8K 13,235 +13,235 New
CA
389
Continuum Advisory
Idaho
$60.7K 10,000 -32 -0.3%
FA
390
Fagan Associates
New York
$60.7K 10,000 – –
CB
391
CNB Bank
Pennsylvania
$60.7K 10,000 – –
CI
392
CX Institutional
Indiana
$60.3K 10,000 +10,000 New
Asset Management One
393
Asset Management One
Japan
$56.8K 9,365 -2,914 -24%
BCV
394
Banque Cantonale Vaudoise
Switzerland
$54K 9,000 – –
Russell Investments Group
395
Russell Investments Group
United Kingdom
$53K 8,737 -16,301 -65%
TRCT
396
Tower Research Capital (TRC)
New York
$53K 8,762 -115,951 -93%
TWC
397
TD Waterhouse Canada
Ontario, Canada
$52.5K 6,725 -550 -8%
AIG
398
American International Group
New York
$49.2K 8,107 -179 -2%
MTIM
399
Marathon Trading Investment Management
Pennsylvania
$39.5K 6,500 +6,500 New
ETC
400
Exchange Traded Concepts
Oklahoma
$38.6K 6,352 -720 -10%
14 15
16
17 18