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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
401
NewSquare Capital
Pennsylvania
$50K
AA
402
Ancora Advisors
Ohio
$47.3K +$41.7K +5,000 +750%
TF
403
TimeScale Financial
Massachusetts
$44.9K
TFM
404
TFC Financial Management
Massachusetts
$42.2K +$475 +57 +1%
ETC
405
Exchange Traded Concepts
Oklahoma
$41.3K -$11.7K -1,402 -22%
PA
406
PSI Advisors
Florida
$39.1K -$1.67K -200 -4%
GFPC
407
Global Financial Private Client
Florida
$38.1K +$38.1K +4,476 New
GWS
408
Glassman Wealth Services
Virginia
$37.8K
PMFA
409
Plante Moran Financial Advisors
Michigan
$37.6K
CA
410
Clearstead Advisors
Ohio
$35.4K
MCM
411
Manchester Capital Management
Vermont
$34.9K
AAP
412
Arax Advisory Partners
Colorado
$34K +$684 +82 +2%
AF
413
Allworth Financial
California
$33.3K +$6.28K +753 +23%
GWM
414
Geneos Wealth Management
Colorado
$32.7K +$10.6K +1,275 +48%
Nomura Asset Management
415
Nomura Asset Management
Japan
$27.5K
BBHC
416
Brown Brothers Harriman & Co
New York
$26.1K +$26.1K +3,135 New
PA
417
Parallel Advisors
California
$25.9K -$3K -360 -10%
RFG
418
RFP Financial Group
Georgia
$25.3K
EWP
419
Elevation Wealth Partners
California
$25K
AP
420
Advisors Preferred
Maryland
$24.8K -$10.9K -1,278 -30%
SWA
421
SOA Wealth Advisors
New York
$24.2K +$500 +60 +2%
WT
422
Washington Trust
Rhode Island
$22.8K
BWP
423
Baldwin Wealth Partners
Massachusetts
$22.6K
HFS
424
Hantz Financial Services
Michigan
$22K
LC
425
Lindbrook Capital
California
$21.8K +$2.69K +323 +14%