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SoFi Technologies

489 hedge funds and large institutions have $1.66B invested in SoFi Technologies in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 116 reducing their positions, and 49 closing their positions.

Holders
489
Holders Change
+23
Holders Change %
+4.94%
% of All Funds
8.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
79
Increased
181
Reduced
116
Closed
49
Calls
$185M
Puts
$234M
Net Calls
-$49.4M
Net Calls Change
+$91.7M
Name Market Value Shares Shares
Change
Shares
Change %
WWM
401
Wagner Wealth Management
South Carolina
$13K 2,612
WFA
402
Wipfli Financial Advisors
Wisconsin
$13K 2,645 +2,645 New
GWM
403
Geneos Wealth Management
Colorado
$12K 2,650 -1,075 -29%
PMFA
404
Plante Moran Financial Advisors
Michigan
$12K 2,551
RTC
405
Riverview Trust Company
Washington
$12K 2,362 +2,362 New
SWM
406
Selective Wealth Management
Virginia
$11K 2,250
CA
407
Clearstead Advisors
Ohio
$11K 2,240
IAIM
408
Industrial Alliance Investment Management
Quebec, Canada
$11K 2,185
CCM
409
Covington Capital Management
California
$11K 2,200
MCM
410
Manchester Capital Management
Vermont
$11K 2,322
AF
411
Allworth Financial
California
$11K 2,298 +2,258 +5,645%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$10K 2,082 +1,487 +250%
BC
413
Barrett & Company
Rhode Island
$9.22K 2,000 +2,000 New
GRP
414
Global Retirement Partners
California
$8K 1,413 +1,000 +242%
MHR
415
Matthew Hamilton Rosenberg
$8K 1,600 +1,000 +167%
AF
416
Advisornet Financial
Minnesota
$7K 1,450 -1,000 -41%
OIA
417
Optimum Investment Advisors
Illinois
$7K 1,395
C
418
Covestor
United Kingdom
$6K 1,241 +1,194 +2,540%
PPWM
419
PFG Private Wealth Management
Florida
$6K 1,250 +1,250 New
BWA
420
BDO Wealth Advisors
Florida
$5K 1,000
BONH
421
Bank of New Hampshire
New Hampshire
$5K 1,000
QCG
422
Quadrant Capital Group
Ohio
$5K 1,011 +90 +10%
FCFS
423
First Command Financial Services
Texas
$5K 1,000 +1,000 New
FCB
424
First Command Bank
Texas
$5K 1,000 +1,000 New
EC
425
Elequin Capital
New York
$4K 813 -982 -55%