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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 %
SWA
451
SOA Wealth Advisors
New York
$27.9K 2,800 -20 -0.7%
WT
452
Washington Trust
Rhode Island
$27.2K 2,738
BWP
453
Baldwin Wealth Partners
Massachusetts
$26.9K 2,706
MCM
454
Manchester Capital Management
Vermont
$26.6K 2,676 -1,508 -36%
HFS
455
Hantz Financial Services
Michigan
$26K 2,595
SIS
456
Sound Income Strategies
Florida
$24.9K 2,500
QL
457
Quarry LP
New York
$24.4K 2,456 +2,456 New
EWP
458
Elevation Wealth Partners
California
$24K 3,000
GI
459
GAMMA Investing
California
$21.4K 2,728 +2,728 New
KI
460
Kapitalo Investimentos
Brazil
$20.4K 2,048 +2,048 New
CI Investments Inc
461
CI Investments Inc
Ontario, Canada
$20K 2,009 +233 +13%
BC
462
Barrett & Company
Rhode Island
$19.9K 2,000
HI
463
Hoey Investments
Pennsylvania
$19.9K 2,000 +2,000 New
LOIM
464
Liberty One Investment Management
Illinois
$19.6K 1,972 +654 +50%
BBPWM
465
Blue Bell Private Wealth Management
Pennsylvania
$19.6K 1,970 +500 +34%
PS
466
Principal Securities
Iowa
$19.1K 1,916 +1,916 New
BFEC
467
Benjamin F. Edwards & Company
Missouri
$18K 1,795 +500 +39%
SHIM
468
Stone House Investment Management
Pennsylvania
$16.6K 1,673
HWA
469
HHM Wealth Advisors
Tennessee
$16.4K 1,650 +1,650 New
CAL
470
Capital Advisors Ltd
Ohio
$15K 1,555
GI
471
Gradient Investments
Minnesota
$14.9K 1,500 -1,400 -48%
GJIA
472
Glass Jacobson Investment Advisors
Maryland
$14.9K 1,500
AP
473
Advisors Preferred
Maryland
$14K 1,450 -744 -34%
AF
474
Advisornet Financial
Minnesota
$14K 1,405 -645 -31%
SRCM
475
Signature Resources Capital Management
California
$13.3K 1,341 +1,341 New