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SoFi Technologies
SOFI

Overview Fund Activity

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$71.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$43.3M
3
BlackRock
3
BlackRock
New York
$164M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$13.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$23.7M

Top Sellers

1
RCM
1
Riverwood Capital Management
California
$10.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.4M
3
Citigroup
3
Citigroup
New York
$7.28M
4
JGC
4
J. Goldman & Co
New York
$947K
5
Norges Bank
5
Norges Bank
Norway
$44.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
401
Orion Capital Management
California
$23.1K 5,000 +5,000 New
FWA
402
Freedom Wealth Alliance
Wisconsin
$22K 4,767 +4,767 New
PA
403
PSI Advisors
Florida
$21.6K 4,685 -600 -11%
ACM
404
Advent Capital Management
New York
$21.2K 4,600 +4,600 New
GWS
405
Glassman Wealth Services
Virginia
$20.9K 4,529 -137 -3%
PMFA
406
Plante Moran Financial Advisors
Michigan
$20.8K 4,503 +1,952 +77%
CA
407
Clearstead Advisors
Ohio
$20.5K 4,440 +2,200 +98%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$18K 3,988 -500 -11%
MHR
409
Matthew Hamilton Rosenberg
$17.5K 3,800 +2,200 +138%
AAP
410
Arax Advisory Partners
Colorado
$17K 3,690 +170 +5%
HFS
411
Hantz Financial Services
Michigan
$17K 3,615 -955 -21%
BAM
412
Byrne Asset Management
New Jersey
$16.1K 3,500 +3,500 New
PCM
413
Penserra Capital Management
California
$16K 3,545 -148 -4%
AWM
414
Activest Wealth Management
Florida
$15.7K 750 -8,000 -91%
MCM
415
Manchester Capital Management
Vermont
$15.1K 3,283 +961 +41%
IGWM
416
ICA Group Wealth Management
Colorado
$14.3K 3,100 +3,100 New
RFG
417
RFP Financial Group
Georgia
$14K 3,037 +3,037 New
SWA
418
SOA Wealth Advisors
New York
$13.9K 3,020 +90 +3%
WT
419
Washington Trust
Rhode Island
$12.6K 2,738 – –
BWP
420
Baldwin Wealth Partners
Massachusetts
$12.5K 2,706 – –
GWM
421
Geneos Wealth Management
Colorado
$12.2K 2,650 – –
TC
422
Truvestments Capital
Florida
$11.6K 2,512 +2,512 New
PFBT
423
Parkside Financial Bank & Trust
Missouri
$10.5K 2,285 +203 +10%
IAIM
424
Industrial Alliance Investment Management
Quebec, Canada
$10K 2,185 – –
CTC
425
Central Trust Company
Missouri
$9.48K 2,057 -5,514 -73%
15 16
17
18 19