SOFI icon

SoFi Technologies
SOFI

Overview Fund Activity

694 hedge funds and large institutions have $8.05B invested in SoFi Technologies in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 209 increasing their positions, 220 reducing their positions, and 77 closing their positions.

Holders
694
Holders Change
+77
Holders Change %
+12.48%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
164
Increased
209
Reduced
220
Closed
77
Calls
$1.78B
Puts
$1.62B
Net Calls
+$162M
Net Calls Change
+$86.3M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$482M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$300M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$244M
4
UBS Group
4
UBS Group
Switzerland
$193M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.51B

Top Sellers

1
SLG
1
Silver Lake Group
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$220M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.63M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.5M
5
Millennium Management
5
Millennium Management
New York
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
26
Patient Capital Management
Maryland
$65.5M 4,251,680 -1,544,007 -27%
AGFVA
27
Accel Growth Fund V Associates
California
$63.2M 4,104,459 – –
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$62.9M 4,084,871 -56,803 -1%
Squarepoint
29
Squarepoint
New York
$55.4M 3,598,555 +2,300,359 +177%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$54.9M 3,563,124 -631,549 -15%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$54.7M 3,550,996 +395,976 +13%
Citigroup
32
Citigroup
New York
$51.8M 3,366,060 -426,082 -11%
Capital Fund Management (CFM)
33
Capital Fund Management (CFM)
France
$51.5M 3,341,683 +2,503,196 +299%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$49.6M 3,223,370 +8,218 +0.3%
MMA
35
Mizuho Markets Americas
New York
$44.8M 2,908,089 -34,648 -1%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42M 2,729,750 -1,210,590 -31%
First Trust Advisors
37
First Trust Advisors
Illinois
$41.4M 2,686,667 +2,293,622 +584%
Mitsubishi UFJ Asset Management
38
Mitsubishi UFJ Asset Management
Japan
$40.7M 2,740,628 +1,512,326 +123%
Amundi
39
Amundi
France
$39.4M 2,705,185 +2,700,543 +58,176%
UBS AM
40
UBS AM
Illinois
$38.8M 2,519,360 +380,218 +18%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$35.9M 2,331,494 +2,019,472 +647%
Swiss National Bank
42
Swiss National Bank
Switzerland
$30.7M 1,991,700 +31,200 +2%
Goldman Sachs
43
Goldman Sachs
New York
$30.1M 1,957,581 +725,986 +59%
Millennium Management
44
Millennium Management
New York
$28.7M 1,862,361 -5,279,217 -74%
ACM
45
Aquatic Capital Management
Illinois
$26.8M 1,737,323 +1,737,323 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$25M 1,624,450 +322,967 +25%
LPL Financial
47
LPL Financial
California
$24.7M 1,603,340 -22,451 -1%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$23.4M 1,518,141 +41,248 +3%
SOMRS
49
State of Michigan Retirement System
Michigan
$23.1M 1,500,000 – –
Invesco
50
Invesco
Georgia
$21.7M 1,408,801 +645,994 +85%
1
2
3 4 5