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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSFP
426
Mark Sheptoff Financial Planning
Connecticut
$1K 200 – –
HPC
427
HM Payson & Co
Maine
$1K 100 – –
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$1K 120 – –
CA
429
Centerpoint Advisors
Massachusetts
$1K 200 – –
WAM
430
Worth Asset Management
Texas
$1K 150 – –
TFS
431
TrustCore Financial Services
Tennessee
$1K 105 – –
LWA
432
Lowe Wealth Advisors
Maryland
$1K 100 – –
HS
433
Horan Securities
United States
$1K 100 – –
SC
434
Sierra Capital
Florida
$1K 115 +1 +0.9%
BMD
435
Better Money Decisions
New Mexico
$1K 106 +106 New
DWA
436
Delos Wealth Advisors
Texas
$1K 125 +125 New
VCM
437
Versant Capital Management
Arizona
$1K 170 +140 +467%
EWA
438
EverSource Wealth Advisors
Alabama
$1K 159 +159 New
BIA
439
Bell Investment Advisors
California
$1K 170 +170 New
CWM
440
Castle Wealth Management
Florida
$1K 282 +282 New
TAM
441
Tucker Asset Management
Colorado
$822 156 – –
ED
442
Exane Derivatives
France
$748 142 +142 New
WPA
443
West Paces Advisors
Georgia
$632 120 – –
FFA
444
Fairfield Financial Advisors
Massachusetts
$527 100 – –
BRWM
445
B. Riley Wealth Management
Tennessee
$481 91,283 +19,583 +27%
IAIM
446
International Assets Investment Management
Florida
$318 60,300 +11,950 +25%
MF
447
Magnetar Financial
Illinois
$79 14,914 -129,052 -90%
WIM
448
Westside Investment Management
California
$5 950 +950 New
BAMCO Inc
449
BAMCO Inc
New York
– – -2,559,148 Closed
BBP
450
Banco BTG Pactual
Brazil
– – -1,954,133 Closed
16 17
18
19 20