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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 %
EWM
451
Evermay Wealth Management
Virginia
$2.77K 600
DCM
452
Davidson Capital Management
Texas
$2.43K 526 +70 +15%
BWA
453
BDO Wealth Advisors
Florida
$2.31K 500 -500 -50%
SC
454
Stephens Consulting
Michigan
$2.31K 500
NL
455
NVWM LLC
Pennsylvania
$2.31K 500
NSIM
456
North Star Investment Management
Illinois
$2.31K 500
IRAG
457
Investment Research & Advisory Group
Georgia
$2.07K 448 +448 New
TFGT
458
TS Financial Group (TSFG)
Illinois
$2K 473 -398 -46%
SC
459
Steph & Co
Wisconsin
$2K 500
ADL
460
Asset Dedication LLC
California
$2K 400
CA
461
Centerpoint Advisors
Massachusetts
$2K 500 +100 +25%
Loomis, Sayles & Company
462
Loomis, Sayles & Company
Massachusetts
$2K 533 +533 New
PFSC
463
Peoples Financial Services Corp
Pennsylvania
$1.84K 400
TFA
464
Toth Financial Advisory
Virginia
$1.61K 350 -110 -24%
VCM
465
Versant Capital Management
Arizona
$1.58K 343 +258 +304%
RTL
466
Red Tortoise LLC
Georgia
$1.51K 328 +328 New
LWANC
467
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38K 300
PFG
468
Piershale Financial Group
Illinois
$1.38K 300 +300 New
CFB
469
Cullen/Frost Bankers
Texas
$1.38K 300 +300 New
TWA
470
TCI Wealth Advisors
Arizona
$1.31K 285 -420 -60%
CPG
471
Cornerstone Planning Group
New Jersey
$1.28K 236 +236 New
SC
472
Sierra Capital
Florida
$1K 115
Toronto Dominion Bank
473
Toronto Dominion Bank
Ontario, Canada
$1K 152
HGERS
474
Householder Group Estate & Retirement Specialist
Arizona
$1K 400 +200 +100%
RG
475
Retirement Group
California
$1K 200 +200 New