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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
376
Prime Capital Investment Advisors
Kansas
$91K +$91K +10,910 New
JCM
377
Jacobi Capital Management
Pennsylvania
$90.8K
EWM
378
Evercore Wealth Management
New York
$90.5K
MHR
379
Matthew Hamilton Rosenberg
$90.1K +$58.4K +7,000 +184%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$88K +$12.6K +1,500 +17%
MSFS
381
Main Street Financial Solutions
Pennsylvania
$87.1K +$2.5K +300 +3%
AC
382
AXQ Capital
New Jersey
$86.7K -$35K -4,200 -29%
Chevy Chase Trust
383
Chevy Chase Trust
Maryland
$86.3K +$86.3K +10,346 New
CCFM
384
Clear Creek Financial Management
Washington
$85.1K
JSL
385
JT Stratford LLC
Georgia
$83.6K +$83.6K +10,025 New
AWM
386
Apollon Wealth Management
South Carolina
$83.6K -$16.3K -1,960 -16%
CI
387
CX Institutional
Indiana
$83.4K
CA
388
Continuum Advisory
Idaho
$83.4K
CLOS
389
Compagnie Lombard Odier SCmA
Switzerland
$83.4K +$83.4K +10,000 New
CCWM
390
Cassaday & Co Wealth Management
Virginia
$83.4K +$83.4K +10,000 New
ACA
391
Atlas Capital Advisors
Wyoming
$81.3K +$81.3K +9,750 New
GWMIA
392
Global Wealth Management Investment Advisory
Florida
$81.3K -$5.41K -649 -6%
Russell Investments Group
393
Russell Investments Group
United Kingdom
$74.4K +$1.51K +181 +2%
AIG
394
American International Group
New York
$68.2K +$559 +67 +0.8%
TWC
395
TD Waterhouse Canada
Ontario, Canada
$64.5K -$67 -7 -0.1%
GT
396
Glenmede Trust
Pennsylvania
$61.4K
SSB
397
Sandy Spring Bank
Maryland
$60.7K -$32.1K -3,850 -35%
GRP
398
Global Retirement Partners
California
$57.1K +$11.7K +1,407 +26%
Asset Management One
399
Asset Management One
Japan
$56.1K -$22.1K -2,644 -28%
UB
400
UMB Bank
Missouri
$51.5K