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SoFi Technologies

443 hedge funds and large institutions have $6.69B invested in SoFi Technologies in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 161 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+137
Holders Change %
+44.77%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
188
Increased
161
Reduced
58
Closed
51
Calls
$441M
Puts
$610M
Net Calls
-$169M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
401
Arax Advisory Partners
Colorado
$4K +$4K +222 New
AIP
402
Ahrens Investment Partners
Louisiana
$4K +$4K +230 New
CAL
403
Capital Analysts LLC
Pennsylvania
$4K +$4K +240 New
PG
404
Proffitt & Goodson
Tennessee
$4K +$4K +275 New
DAM
405
Delta Asset Management
Tennessee
$3K +$429 +25 +17%
MSFP
406
Mark Sheptoff Financial Planning
Connecticut
$3K +$750 +50 +33%
TWM
407
Tradition Wealth Management
Minnesota
$3K +$3K +160 New
DCM
408
Davidson Capital Management
Texas
$3K +$3K +178 New
CWP
409
Concord Wealth Partners
Virginia
$3K +$3K +200 New
BG
410
Bollard Group
Massachusetts
$3K +$3K +200 New
TFS
411
TrustCore Financial Services
Tennessee
$2K -$9.52K -500 -83%
SC
412
Sierra Capital
Florida
$2K
HPC
413
HM Payson & Co
Maine
$2K
TFGT
414
TS Financial Group (TSFG)
Illinois
$2K +$2K +100 New
LWA
415
Lowe Wealth Advisors
Maryland
$2K +$2K +100 New
YAL
416
Your Advocates Ltd
Texas
$2K +$2K +100 New
PMFA
417
Plante Moran Financial Advisors
Michigan
$2K +$2K +105 New
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$2K +$2K +120 New
CT
419
Cambridge Trust
Massachusetts
$2K +$2K +122 New
SIC
420
SJS Investment Consulting
Ohio
$2K +$2K +134 New
PFBT
421
Parkside Financial Bank & Trust
Missouri
$2K +$2K +150 New
WPA
422
West Paces Advisors
Georgia
$1.42K +$316 +20 +29%
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$1K -$12.5K -1,000 -93%
BIA
424
Bell Investment Advisors
California
$1K -$4.27K -141 -81%
JWM
425
Janiczek Wealth Management
Colorado
$1K