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SoFi Technologies
SOFI

517 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 182 increasing their positions, 146 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $1.92B → $2.99B (+$1.07B)

25% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 146

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.1% more ownership

Funds ownership: 34.06% → 38.16% (+4.1%)

10% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 84

3% less funds holding

Funds holding: 531 → 517 (-14)

16% less call options, than puts

Call options by funds: $492M | Put options by funds: $583M

Holders
517
Holders Change
-14
Holders Change %
-2.64%
% of All Funds
8.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
76
Increased
182
Reduced
146
Closed
84
Calls
$492M
Puts
$583M
Net Calls
-$90.7M
Net Calls Change
-$8.33M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$87.9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$75.6M
3
Morgan Stanley
Morgan Stanley
New York
+$36.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$30M
5
Goldman Sachs
Goldman Sachs
New York
+$28.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.8M
2
Millennium Management
Millennium Management
New York
-$36.2M
3
SSA
Schonfeld Strategic Advisors
New York
-$30.3M
4
MVP
Miller Value Partners
Florida
-$28.6M
5
RCM
Riverwood Capital Management
California
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$18.1M +$13.7M +2,100,105 +9,661%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$16.5M -$41.8M -6,412,511 -76%
Swiss National Bank
28
Swiss National Bank
Switzerland
$15.4M +$3.52M +540,700 +42%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$14.5M +$3.52K +540 +0%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$14.1M +$186K +28,485 +2%
LC
31
Longitude (Cayman)
Cayman Islands
$13.2M +$411K +63,000 +4%
Wells Fargo
32
Wells Fargo
California
$12.2M +$768K +117,761 +9%
ACL
33
Azora Capital LP
Florida
$11.9M +$9.34M +1,432,124 New
CSS
34
Cubist Systematic Strategies
Connecticut
$11.5M +$8.58M +1,316,487 +2,144%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$11M +$495K +75,936 +6%
Group One Trading
36
Group One Trading
Illinois
$10.6M +$923K +141,650 +13%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$9.73M -$677K -103,890 -8%
MMA
38
Mizuho Markets Americas
New York
$9.52M -$879K -134,800 -11%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$9.04M +$199K +30,584 +3%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$8.78M +$1.23M +188,408 +22%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$8.68M +$1.36M +208,238 +25%
TSS
42
Two Sigma Securities
New York
$8.36M +$5.09M +781,029 +353%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.33M +$6.51M +999,000 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$7.94M +$152K +23,338 +3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$7.7M +$725K +111,266 +14%
PI
46
Parkside Investments
Illinois
$7.61M -$7.55M -1,157,975 -56%
UBS Group
47
UBS Group
Switzerland
$7.4M -$434K -66,584 -7%
LPL Financial
48
LPL Financial
California
$7.19M +$398K +61,086 +8%
HIC
49
Hartline Investment Corp
Illinois
$6.99M +$2.68M +410,522 +96%
CG
50
Caprock Group
Idaho
$6.57M -$1.12M -171,855 -18%
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SOFI Hedge Fund Activity: Q2 2023 in Review

517 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2023, worth a combined $2.99B — up 56% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SOFI and 76 opened new positions — a net loss of 8 holders — while 146 trimmed existing stakes and 182 added.

The largest buyer was Two Sigma Advisers, opening a new position worth an estimated $87.9M. The largest seller was Susquehanna International Group, cutting an estimated $41.8M.

  • 517 institutional investors held SoFi Technologies (SOFI) as of Q2 2023, down from 531 in Q1 2023.
  • Funds reported $2.99B of SoFi Technologies stock for Q2 2023, up 56% quarter-over-quarter.
  • 76 funds opened new SoFi Technologies positions in Q2 2023 and 84 closed out, a net change of -8 holders.
  • The largest SoFi Technologies buyer in Q2 2023 was Two Sigma Advisers, an estimated $87.9M added.
  • The largest SoFi Technologies seller in Q2 2023 was Susquehanna International Group, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2023.