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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Market Value Shares Shares
Change
Shares
Change %
SIS
426
Sound Income Strategies
Florida
$21.7K 2,600 +75 +3%
AAM
427
Advisors Asset Management
Colorado
$20.2K 2,422 -3,341 -58%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$19.3K 2,314 +29 +1%
Lazard Asset Management
429
Lazard Asset Management
New York
$19K 2,400 +2,372 +8,471%
IAIM
430
Industrial Alliance Investment Management
Quebec, Canada
$18K 2,185
CTC
431
Central Trust Company
Missouri
$17.2K 2,057
BC
432
Barrett & Company
Rhode Island
$16.7K 2,000
BFEC
433
Benjamin F. Edwards & Company
Missouri
$16K 1,883 -1,303 -41%
AF
434
Advisornet Financial
Minnesota
$15.4K 1,850 +595 +47%
WIM
435
Westside Investment Management
California
$13.5K 1,600 -100 -6%
CI Investments Inc
436
CI Investments Inc
Ontario, Canada
$13K 1,590 +996 +168%
CAL
437
Capital Advisors Ltd
Ohio
$13K 1,555 +1,555 New
GJIA
438
Glass Jacobson Investment Advisors
Maryland
$12.5K 1,500 +1,500 New
QCG
439
Quadrant Capital Group
Ohio
$11.3K 1,353 +161 +14%
BIA
440
Bell Investment Advisors
California
$11.1K 1,332 -78 -6%
BBPWM
441
Blue Bell Private Wealth Management
Pennsylvania
$10K 1,200 +500 +71%
C
442
Covestor
United Kingdom
$10K 1,177 -6 -0.5%
LOIM
443
Liberty One Investment Management
Illinois
$9.88K 1,185
HS
444
Horan Securities
United States
$9.17K 1,100
OIA
445
Optimum Investment Advisors
Illinois
$9.13K 1,095
LFG
446
Larson Financial Group
Missouri
$8.82K 1,058
AFS
447
Annapolis Financial Services
Maryland
$8.34K 1,000
BONH
448
Bank of New Hampshire
New Hampshire
$8.34K 1,000
VCM
449
Versant Capital Management
Arizona
$8.16K 978 +749 +327%
EC
450
Elequin Capital
New York
$7.15K 857 +857 New