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SoFi Technologies

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M
Name Market Value Shares Shares
Change
Shares
Change %
BC
426
Barrett & Company
Rhode Island
$9.22K 2,000
EE
427
EWG Elevate
California
$9.22K 2,000 +2,000 New
AWM
428
Accurate Wealth Management
Florida
$7.68K 1,500 +1,500 New
PA
429
Parallel Advisors
California
$6.9K 1,496 -2,601 -63%
AF
430
Advisornet Financial
Minnesota
$6.69K 1,450
BIA
431
Bell Investment Advisors
California
$6.58K 1,428 +655 +85%
C
432
Covestor
United Kingdom
$6K 1,204 -37 -3%
PPWM
433
PFG Private Wealth Management
Florida
$6K 1,250
BAAM
434
Baker Avenue Asset Management
California
$5.97K 1,295 +1,295 New
GRP
435
Global Retirement Partners
California
$5.82K 1,263 -150 -11%
HS
436
Horan Securities
United States
$5.07K 1,100 +1,000 +1,000%
GJIA
437
Glass Jacobson Investment Advisors
Maryland
$5.07K 1,100 +1,100 New
OIA
438
Optimum Investment Advisors
Illinois
$5.05K 1,095 -300 -22%
BONH
439
Bank of New Hampshire
New Hampshire
$5K 1,000
FCB
440
First Command Bank
Texas
$5K 1,000
FCFS
441
First Command Financial Services
Texas
$5K 1,000
YC
442
Yarbrough Capital
Tennessee
$4.61K 1,000 +1,000 New
QCG
443
Quadrant Capital Group
Ohio
$3.9K 846 -165 -16%
FWM
444
Focused Wealth Management
New York
$3.69K 800
BCM
445
Bourgeon Capital Management
Connecticut
$3.49K 757 +757 New
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$3.39K 735
LFG
447
Larson Financial Group
Missouri
$3.34K 725
POIA
448
Pin Oak Investment Advisors
Texas
$3K 620 -300 -33%
AA
449
Ancora Advisors
Ohio
$3K 667 +600 +896%
BA
450
Bellwether Advisors
Nebraska
$2.79K 605