SoFi Technologies
SOFI
571 hedge funds and large institutions have $3.85B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 205 increasing their positions, 152 reducing their positions, and 51 closing their positions.
129% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 51
35% more capital invested
Capital invested by funds: $2.84B → $3.85B (+$1B)
35% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 152
11% more funds holding
Funds holding: 513 → 571 (+58)
2.94% more ownership
Funds ownership: 37.45% → 40.39% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less call options, than puts
Call options by funds: $796M | Put options by funds: $805M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$101M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.2M |
| 3 |
Millennium Management
New York
|
+$37.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$31.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$30.8M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$25.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$21M |
| 3 |
Two Sigma Advisers
New York
|
-$20.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$18M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$13.5M |
SOFI Hedge Fund Activity: Q4 2023 in Review
571 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q4 2023, worth a combined $3.85B — up 35% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SOFI positions and 51 closed out — a net gain of 66 holders — while 205 added to existing stakes and 152 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $25.1M.
- 571 institutional investors held SoFi Technologies (SOFI) as of Q4 2023, up from 513 in Q3 2023.
- Funds reported $3.85B of SoFi Technologies stock for Q4 2023, up 35% quarter-over-quarter.
- 117 funds opened new SoFi Technologies positions in Q4 2023 and 51 closed out, a net change of +66 holders.
- The largest SoFi Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $101M added.
- The largest SoFi Technologies seller in Q4 2023 was Bank of America, an estimated $25.1M sold.
Based on aggregated 13F filings for Q4 2023.