SOFI icon

SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Market Value Shares Shares
Change
Shares
Change %
HFS
426
Hantz Financial Services
Michigan
$21K 2,595
LC
427
Lindbrook Capital
California
$20.7K 2,596 -20 -0.8%
SIS
428
Sound Income Strategies
Florida
$20K 2,500 -100 -4%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$18.5K 2,314
AP
430
Advisors Preferred
Maryland
$17.2K 2,194 -719 -25%
AF
431
Advisornet Financial
Minnesota
$16.4K 2,050 +200 +11%
BC
432
Barrett & Company
Rhode Island
$16K 2,000
CI Investments Inc
433
CI Investments Inc
Ontario, Canada
$14K 1,776 +186 +12%
SHIM
434
Stone House Investment Management
Pennsylvania
$13.4K 1,673 +1,500 +867%
SL
435
Savior LLC
Massachusetts
$13.2K 1,647 -18,851 -92%
HBW
436
Hazlett, Burt & Watson
West Virginia
$13K 1,570 +1,570 New
WIM
437
Westside Investment Management
California
$12.8K 1,600
PWMG
438
Provence Wealth Management Group
California
$12.8K 1,600 +1,600 New
CAL
439
Capital Advisors Ltd
Ohio
$12K 1,555
GJIA
440
Glass Jacobson Investment Advisors
Maryland
$12K 1,500
BBPWM
441
Blue Bell Private Wealth Management
Pennsylvania
$11.7K 1,470 +270 +23%
QCG
442
Quadrant Capital Group
Ohio
$10.8K 1,353
LOIM
443
Liberty One Investment Management
Illinois
$10.5K 1,318 +133 +11%
BFEC
444
Benjamin F. Edwards & Company
Missouri
$10K 1,295 -588 -31%
PPWM
445
PFG Private Wealth Management
Florida
$9.99K 1,250 +1,250 New
OIA
446
Optimum Investment Advisors
Illinois
$9.55K 1,195 +100 +9%
C
447
Covestor
United Kingdom
$9K 1,144 -33 -3%
Loomis, Sayles & Company
448
Loomis, Sayles & Company
Massachusetts
$9K 1,146 +599 +110%
BIA
449
Bell Investment Advisors
California
$8.7K 1,089 -243 -18%
LFG
450
Larson Financial Group
Missouri
$8.45K 1,058