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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 %
C
451
Covestor
United Kingdom
$7K 1,183 -21 -2%
HS
452
Horan Securities
United States
$6.68K 1,100
OIA
453
Optimum Investment Advisors
Illinois
$6.65K 1,095
LFG
454
Larson Financial Group
Missouri
$6.42K 1,058 +333 +46%
HNB
455
Huntington National Bank
Ohio
$6.08K 1,001 +1,000 +100,000%
BONH
456
Bank of New Hampshire
New Hampshire
$6.07K 1,000
FCB
457
First Command Bank
Texas
$6.07K 1,000
FCFS
458
First Command Financial Services
Texas
$6.07K 1,000
AFS
459
Annapolis Financial Services
Maryland
$6.07K 1,000 +1,000 New
Commonwealth Equity Services
460
Commonwealth Equity Services
Massachusetts
$5.64K 929,128 -61,261 -6%
TFA
461
Toth Financial Advisory
Virginia
$5.4K 890 +540 +154%
QL
462
Quarry LP
New York
$5.21K 859 +859 New
Bank Julius Baer & Co
463
Bank Julius Baer & Co
Switzerland
$5K 753 -10,004 -93%
RG
464
Retirement Group
California
$5K 750 +550 +275%
FWM
465
Focused Wealth Management
New York
$4.86K 800
BCM
466
Bourgeon Capital Management
Connecticut
$4.6K 757
DCM
467
Davidson Capital Management
Texas
$4.6K 757 +231 +44%
BBPWM
468
Blue Bell Private Wealth Management
Pennsylvania
$4.25K 700 -35 -5%
AA
469
Ancora Advisors
Ohio
$4.05K 667
POIA
470
Pin Oak Investment Advisors
Texas
$4K 620
CI Investments Inc
471
CI Investments Inc
Ontario, Canada
$4K 594 +551 +1,281%
PTC
472
Private Trust Company
Ohio
$3.89K 640 -40,000 -98%
BWM
473
Baystate Wealth Management
Massachusetts
$3.85K 634 +634 New
BA
474
Bellwether Advisors
Nebraska
$3.67K 605
EWM
475
Evermay Wealth Management
Virginia
$3.64K 600