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SoFi Technologies

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M
Name Market Value Shares Shares
Change
Shares
Change %
UB
401
UMB Bank
Missouri
$37.5K 6,171
BAM
402
Belpointe Asset Management
Nevada
$37.4K 6,155 -6,665 -52%
NC
403
NewSquare Capital
Pennsylvania
$36.4K 6,000
HFM
404
Harvest Fund Management
China
$35K 5,826 +5,826 New
AAM
405
Advisors Asset Management
Colorado
$35K 5,763 -320 -5%
TF
406
TimeScale Financial
Massachusetts
$32.7K 5,380
DCM
407
Dudley Capital Management
Virginia
$31.4K 5,178
OCM
408
Orion Capital Management
California
$30.4K 5,000
TFM
409
TFC Financial Management
Massachusetts
$30.4K 5,000
PA
410
PSI Advisors
Florida
$29.7K 4,885 +200 +4%
GWS
411
Glassman Wealth Services
Virginia
$27.5K 4,529
PMFA
412
Plante Moran Financial Advisors
Michigan
$27.3K 4,503
GRP
413
Global Retirement Partners
California
$26.4K 5,435 +4,172 +330%
CA
414
Clearstead Advisors
Ohio
$25.7K 4,240 -200 -5%
MCM
415
Manchester Capital Management
Vermont
$25.4K 4,184 +901 +27%
AP
416
Advisors Preferred
Maryland
$25.3K 4,191 +4,191 New
PCM
417
Penserra Capital Management
California
$25K 4,212 +667 +19%
AAP
418
Arax Advisory Partners
Colorado
$24.2K 3,990 +300 +8%
MHR
419
Matthew Hamilton Rosenberg
$23.1K 3,800
PA
420
Parallel Advisors
California
$21K 3,462 +1,966 +131%
Nomura Asset Management
421
Nomura Asset Management
Japan
$20K 3,300 +3,300 New
AF
422
Allworth Financial
California
$19.7K 3,241 -1,978 -38%
IGWM
423
ICA Group Wealth Management
Colorado
$19.1K 3,150 +50 +2%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$19K 3,186 -802 -20%
RFG
425
RFP Financial Group
Georgia
$18.4K 3,037