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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
401
Geneos Wealth Management
Colorado
$57.7K +$26.4K +3,300 +84%
SSB
402
Sandy Spring Bank
Maryland
$56.4K -$1.8K -225 -3%
GRP
403
Global Retirement Partners
California
$51.2K +$97 +13 +0.2%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$49.6K +$49.6K +6,205 New
Asset Management One
405
Asset Management One
Japan
$49.3K -$4.45K -557 -8%
AA
406
Ancora Advisors
Ohio
$45.3K
Lazard Asset Management
407
Lazard Asset Management
New York
$41K +$22K +2,785 +116%
PA
408
PSI Advisors
Florida
$40.6K +$3.2K +400 +9%
GWS
409
Glassman Wealth Services
Virginia
$40.3K +$4.08K +510 +11%
DekaBank Deutsche Girozentrale
410
DekaBank Deutsche Girozentrale
Germany
$40K +$40K +5,166 New
NC
411
NewSquare Capital
Pennsylvania
$40K -$7.99K -1,000 -17%
MCM
412
Manchester Capital Management
Vermont
$33.4K
AAP
413
Arax Advisory Partners
Colorado
$32.5K
AF
414
Allworth Financial
California
$32.2K +$248 +31 +0.8%
PA
415
Parallel Advisors
California
$29.3K +$4.55K +569 +18%
Nomura Asset Management
416
Nomura Asset Management
Japan
$26.4K
BBHC
417
Brown Brothers Harriman & Co
New York
$25K
RFG
418
RFP Financial Group
Georgia
$24.3K
SIA
419
SkyView Investment Advisors
New Jersey
$24K -$139K -17,313 -85%
EWP
420
Elevation Wealth Partners
California
$24K
OCM
421
Orion Capital Management
California
$24K +$24K +3,000 New
GI
422
Gradient Investments
Minnesota
$23.2K +$20K +2,500 +625%
SWA
423
SOA Wealth Advisors
New York
$22.5K -$639 -80 -3%
WT
424
Washington Trust
Rhode Island
$21.9K
BWP
425
Baldwin Wealth Partners
Massachusetts
$21.6K