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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 %
Bank Julius Baer & Co
451
Bank Julius Baer & Co
Switzerland
$7K 788 +35 +5%
RG
452
Retirement Group
California
$6.63K 795 +45 +6%
BCM
453
Bourgeon Capital Management
Connecticut
$6.31K 757
POIA
454
Pin Oak Investment Advisors
Texas
$6K 720 +100 +16%
PTC
455
Private Trust Company
Ohio
$5.34K 640
EWM
456
Evermay Wealth Management
Virginia
$5K 600
NL
457
NVWM LLC
Pennsylvania
$5K 600 +100 +20%
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
$5K 547 -1,084 -66%
KBC Group
459
KBC Group
Belgium
$5K 587 +587 New
BWA
460
BDO Wealth Advisors
Florida
$4.17K 500
SC
461
Stephens Consulting
Michigan
$4.17K 500
SC
462
Steph & Co
Wisconsin
$4.17K 500
NSIM
463
North Star Investment Management
Illinois
$4.17K 500
TFA
464
Toth Financial Advisory
Virginia
$4.09K 490 -400 -45%
IRAG
465
Investment Research & Advisory Group
Georgia
$4K 480 +32 +7%
TFGT
466
TS Financial Group (TSFG)
Illinois
$4K 473
WIM
467
WealthPlan Investment Management
Nebraska
$3.49K 419
SIS
468
Strategic Investment Solutions
Illinois
$3.41K 500
FWM
469
Focused Wealth Management
New York
$3.34K 400 -400 -50%
GI
470
Gradient Investments
Minnesota
$3.34K 400 -42 -10%
Simplex Trading
471
Simplex Trading
Illinois
$3K 400 -563,035 -100%
ADL
472
Asset Dedication LLC
California
$3K 400
AA
473
AlphaMark Advisors
Kentucky
$3K 300 +300 New
RTL
474
Red Tortoise LLC
Georgia
$2.74K 328
PFG
475
Piershale Financial Group
Illinois
$2.5K 300