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SoFi Technologies

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M
Name Market Value Shares Shares
Change
Shares
Change %
SIC
476
SJS Investment Consulting
Ohio
$987 214 +104 +95%
CP
477
Castleview Partners
Texas
$922 200
MSFP
478
Mark Sheptoff Financial Planning
Connecticut
$922 200
PLU
479
Performa Ltd (US)
South Carolina
$922 200 +50 +33%
ACP
480
Arcus Capital Partners
Georgia
$899 195 +195 New
ACM
481
AlphaStar Capital Management
North Carolina
$877 190,334 +4,919 +3%
PAG
482
Private Advisor Group
New Jersey
$778 168,837 -71,123 -30%
DWA
483
Delos Wealth Advisors
Texas
$576 125
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$553 120
TFS
485
TrustCore Financial Services
Tennessee
$484 105
HPC
486
HM Payson & Co
Maine
$461 100
FFA
487
Fairfield Financial Advisors
Massachusetts
$461 100
LWA
488
Lowe Wealth Advisors
Maryland
$461 100
PWS
489
Paragon Wealth Strategies
Florida
$443 96
BWM
490
BerganKDV Wealth Management
Minnesota
$420 91 +24 +36%
QC
491
Quent Capital
New York
$378 82 +82 New
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$369 80
DAM
493
Delta Asset Management
Tennessee
$346 75 +75 New
FFA
494
Farther Finance Advisors
California
$240 52 +52 New
TCM
495
Tradewinds Capital Management
Washington
$230 50
FA
496
Fiduciary Alliance
South Carolina
$217 47 +47 New
WPA
497
West Paces Advisors
Georgia
$207 45
GI
498
Gradient Investments
Minnesota
$194 42
WBC
499
West Branch Capital
Massachusetts
$166 36 +6 +20%
CWA
500
Clearview Wealth Advisors
Oregon
$92 20 +20 New