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SoFi Technologies

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M
Name Market Value Shares Shares
Change
Shares
Change %
AIG
426
American International Group
New York
$76.3K 7,672 -64 -0.8%
PTC
427
Private Trust Company
Ohio
$76K 7,640 +7,000 +1,094%
SSB
428
Sandy Spring Bank
Maryland
$71.7K 7,206 +150 +2%
Asset Management One
429
Asset Management One
Japan
$66K 6,421 +257 +4%
FFO
430
Fortitude Family Office
Arizona
$59.6K 5,987 +5,987 New
AA
431
Ancora Advisors
Ohio
$56.4K 5,667
PA
432
PSI Advisors
Florida
$54.6K 5,485 +400 +8%
GRP
433
Global Retirement Partners
California
$53.1K 6,879 +24 +0.4%
Lazard Asset Management
434
Lazard Asset Management
New York
$51K 5,185
NC
435
NewSquare Capital
Pennsylvania
$49.8K 5,000
OCM
436
Orion Capital Management
California
$49.8K 5,000 +2,000 +67%
CJ
437
Caitlin John
Michigan
$49.8K 5,000 +5,000 New
CB
438
CNB Bank
Pennsylvania
$49.8K 5,000 +5,000 New
GWS
439
Glassman Wealth Services
Virginia
$45.1K 4,529 -510 -10%
Jones Financial Companies
440
Jones Financial Companies
Missouri
$43.6K 4,383 +4,383 New
AAP
441
Arax Advisory Partners
Colorado
$42.3K 4,249 +177 +4%
CA
442
Clearstead Advisors
Ohio
$42.2K 4,240 -4,240 -50%
AF
443
Allworth Financial
California
$41.7K 4,190 +165 +4%
PA
444
Parallel Advisors
California
$40.9K 4,114 +443 +12%
VWWMG
445
Vermillion & White Wealth Management Group
Pennsylvania
$39.8K 4,000 +4,000 New
LC
446
Lindbrook Capital
California
$38.5K 3,873 +1,277 +49%
Nomura Asset Management
447
Nomura Asset Management
Japan
$32.8K 3,300
BBHC
448
Brown Brothers Harriman & Co
New York
$31.2K 3,135
WIM
449
Westside Investment Management
California
$30.8K 3,100 +1,500 +94%
RFG
450
RFP Financial Group
Georgia
$30.2K 3,037