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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 %
AFS
451
Annapolis Financial Services
Maryland
$7.99K 1,000
BONH
452
Bank of New Hampshire
New Hampshire
$7.99K 1,000
VAG
453
VisionPoint Advisory Group
Texas
$7.99K 1,000 +1,000 New
RG
454
Retirement Group
California
$7.95K 995 +200 +25%
VCM
455
Versant Capital Management
Arizona
$7.76K 971 -7 -0.7%
BCM
456
Bourgeon Capital Management
Connecticut
$6.05K 757
POIA
457
Pin Oak Investment Advisors
Texas
$6K 720
Bank Julius Baer & Co
458
Bank Julius Baer & Co
Switzerland
$6K 809 +21 +3%
SS
459
Sunbelt Securities
Texas
$5.99K 750 +750 New
PTC
460
Private Trust Company
Ohio
$5.11K 640
NL
461
NVWM LLC
Pennsylvania
$4.79K 600
JPWM
462
Jamison Private Wealth Management
Georgia
$4.57K 572 +572 New
TFGT
463
TS Financial Group (TSFG)
Illinois
$4K 473
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$4K 500 -19,500 -98%
SC
465
Stephens Consulting
Michigan
$4K 500
SC
466
Steph & Co
Wisconsin
$4K 500
NSIM
467
North Star Investment Management
Illinois
$4K 500
TFA
468
Toth Financial Advisory
Virginia
$3.92K 490
FWM
469
Focused Wealth Management
New York
$3.84K 481 +81 +20%
IRAG
470
Investment Research & Advisory Group
Georgia
$3.84K 480
SWM
471
Sugarloaf Wealth Management
Georgia
$3.64K 456 +456 New
ADL
472
Asset Dedication LLC
California
$3K 400
PP
473
PrairieView Partners
Minnesota
$3K 379 +379 New
RTL
474
Red Tortoise LLC
Georgia
$2.62K 328
FFA
475
Farther Finance Advisors
California
$2.51K 314 +181 +136%