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SoFi Technologies

489 hedge funds and large institutions have $1.66B invested in SoFi Technologies in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 116 reducing their positions, and 49 closing their positions.

Holders
489
Holders Change
+23
Holders Change %
+4.94%
% of All Funds
8.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
79
Increased
181
Reduced
116
Closed
49
Calls
$185M
Puts
$234M
Net Calls
-$49.4M
Net Calls Change
+$91.7M
Name Market Value Shares Shares
Change
Shares
Change %
POIA
426
Pin Oak Investment Advisors
Texas
$4K 920 -200 -18%
Bank Julius Baer & Co
427
Bank Julius Baer & Co
Switzerland
$4K 791 -14 -2%
FWM
428
Focused Wealth Management
New York
$4K 800
LFG
429
Larson Financial Group
Missouri
$4K 725
TFGT
430
TS Financial Group (TSFG)
Illinois
$4K 871
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$4K 735 +10 +1%
BIA
432
Bell Investment Advisors
California
$4K 773 +603 +355%
EWM
433
Evermay Wealth Management
Virginia
$3K 600
CT
434
Cambridge Trust
Massachusetts
$3K 630
TWA
435
TCI Wealth Advisors
Arizona
$3K 705
EWA
436
EverSource Wealth Advisors
Alabama
$3K 594 +435 +274%
SC
437
Stephens Consulting
Michigan
$2.44K 500
Bank of Montreal
438
Bank of Montreal
Ontario, Canada
$2.04K 396,993 -3,317,694 -89%
WWP
439
WR Wealth Planners
Missouri
$2.01K 412 +412 New
TFA
440
Toth Financial Advisory
Virginia
$2K 460
FF
441
FourThought Financial
Florida
$2K 392
BA
442
Bellwether Advisors
Nebraska
$2K 605
NSIM
443
North Star Investment Management
Illinois
$2K 500
HR
444
Howe & Rusling
New York
$2K 325
PFSC
445
Peoples Financial Services Corp
Pennsylvania
$2K 400
SC
446
Steph & Co
Wisconsin
$2K 500
GWSG
447
GPS Wealth Strategies Group
Colorado
$2K 470
NL
448
NVWM LLC
Pennsylvania
$2K 500 +100 +25%
CWM
449
Castle Wealth Management
Florida
$2K 382 +100 +35%
DCM
450
Davidson Capital Management
Texas
$2K 456 +131 +40%