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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
376
Jacobi Capital Management
Pennsylvania
$87K
EWM
377
Evercore Wealth Management
New York
$86.7K
MHR
378
Matthew Hamilton Rosenberg
$86.3K
AWM
379
Apollon Wealth Management
South Carolina
$85.2K +$5.11K +639 +6%
FIA
380
Foundations Investment Advisors
Arizona
$85K +$85K +10,637 New
GWMIA
381
Global Wealth Management Investment Advisory
Florida
$83.7K +$5.88K +736 +8%
Chevy Chase Trust
382
Chevy Chase Trust
Maryland
$82.7K
PCIA
383
Prime Capital Investment Advisors
Kansas
$82.5K -$4.63K -579 -5%
SB
384
Strategic Blueprint
Georgia
$81.8K +$81.8K +10,236 New
TAM
385
Tucker Asset Management
Colorado
$80.4K +$79.6K +9,958 +9,958%
US Bancorp
386
US Bancorp
Minnesota
$80.1K -$13.8K -1,728 -15%
CA
387
Continuum Advisory
Idaho
$79.9K
CLOS
388
Compagnie Lombard Odier SCmA
Switzerland
$79.9K
CCWM
389
Cassaday & Co Wealth Management
Virginia
$79.9K
NWM
390
Northwest Wealth Management
Iowa
$79.9K +$79.9K +10,000 New
ACA
391
Atlas Capital Advisors
Wyoming
$77.9K
NRG
392
Nemes Rush Group
Michigan
$76.7K +$76.7K +9,599 New
TFM
393
TFC Financial Management
Massachusetts
$75.6K +$35.2K +4,400 +87%
TWC
394
TD Waterhouse Canada
Ontario, Canada
$73.4K +$10.4K +1,105 +16%
SSG
395
Summit Securities Group
New York
$69K +$69K +8,640 New
TRCT
396
Tower Research Capital (TRC)
New York
$68.4K -$571K -71,470 -89%
CA
397
Clearstead Advisors
Ohio
$67.8K +$33.9K +4,240 +100%
AIG
398
American International Group
New York
$61.8K -$3.5K -438 -5%
NS
399
NBC Securities
Alabama
$61K +$61K +7,725 New
GFPC
400
Global Financial Private Client
Florida
$59.5K +$24.4K +3,113 +70%