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SoFi Technologies

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M
Name Market Value Shares Shares
Change
Shares
Change %
EWP
426
Elevation Wealth Partners
California
$18.2K 3,000 +3,000 New
CBA
427
Coastal Bridge Advisors
Connecticut
$18.2K 3,000 +3,000 New
SWA
428
SOA Wealth Advisors
New York
$17.2K 2,840 -180 -6%
Bessemer Group
429
Bessemer Group
New Jersey
$17K 2,861 +2,861 New
WT
430
Washington Trust
Rhode Island
$16.6K 2,738
BWP
431
Baldwin Wealth Partners
Massachusetts
$16.4K 2,706
GWM
432
Geneos Wealth Management
Colorado
$16.1K 2,650
HFS
433
Hantz Financial Services
Michigan
$16K 2,595 -1,020 -28%
MC
434
Machina Capital
France
$15.8K 2,600 +2,600 New
SIS
435
Sound Income Strategies
Florida
$15.3K 2,525 +2,525 New
LC
436
Lindbrook Capital
California
$13.9K 2,293 -10,710 -82%
PFBT
437
Parkside Financial Bank & Trust
Missouri
$13.9K 2,285
IAIM
438
Industrial Alliance Investment Management
Quebec, Canada
$13K 2,185
CTC
439
Central Trust Company
Missouri
$12.5K 2,057
BC
440
Barrett & Company
Rhode Island
$12.1K 2,000
WIM
441
Westside Investment Management
California
$10.3K 1,700 -450 -21%
Loomis, Sayles & Company
442
Loomis, Sayles & Company
Massachusetts
$10K 1,631 +1,098 +206%
AIP
443
Ahrens Investment Partners
Louisiana
$9.71K 1,600 +1,600 New
BIA
444
Bell Investment Advisors
California
$8.56K 1,410 -18 -1%
HGERS
445
Householder Group Estate & Retirement Specialist
Arizona
$8K 1,325 +925 +231%
AF
446
Advisornet Financial
Minnesota
$7.62K 1,255 -195 -13%
PPWM
447
PFG Private Wealth Management
Florida
$7.59K 1,250
QCG
448
Quadrant Capital Group
Ohio
$7.24K 1,192 +346 +41%
LOIM
449
Liberty One Investment Management
Illinois
$7.19K 1,185 +1,185 New
FIA
450
FNY Investment Advisers
New York
$7K 1,220 -79,521 -98%