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SoFi Technologies
SOFI

Overview Fund Activity

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
476
Truvestments Capital
Florida
$3.25K 535 -1,977 -79%
NL
477
NVWM LLC
Pennsylvania
$3.04K 500 – –
BWA
478
BDO Wealth Advisors
Florida
$3.04K 500 – –
SC
479
Steph & Co
Wisconsin
$3.04K 500 – –
NSIM
480
North Star Investment Management
Illinois
$3.04K 500 – –
SC
481
Stephens Consulting
Michigan
$3.04K 500 – –
SIS
482
Strategic Investment Solutions
Illinois
$3.04K 500 +500 New
TFGT
483
TS Financial Group (TSFG)
Illinois
$3K 473 – –
IRAG
484
Investment Research & Advisory Group
Georgia
$2.72K 448 – –
GI
485
Gradient Investments
Minnesota
$2.68K 442 +400 +952%
WIM
486
WealthPlan Investment Management
Nebraska
$2.54K 419 +419 New
PFSC
487
Peoples Financial Services Corp
Pennsylvania
$2.43K 400 – –
CA
488
Centerpoint Advisors
Massachusetts
$2K 250 -250 -50%
ADL
489
Asset Dedication LLC
California
$2K 400 – –
RTL
490
Red Tortoise LLC
Georgia
$1.99K 328 – –
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82K 300 – –
PFG
492
Piershale Financial Group
Illinois
$1.82K 300 – –
AAS
493
Ameritas Advisory Services
Nebraska
$1.75K 300 +300 New
TWA
494
TCI Wealth Advisors
Arizona
$1.73K 285 – –
VCM
495
Versant Capital Management
Arizona
$1.37K 229 -114 -33%
SIC
496
SJS Investment Consulting
Ohio
$1.3K 214 – –
CP
497
Castleview Partners
Texas
$1.21K 200 – –
MSFP
498
Mark Sheptoff Financial Planning
Connecticut
$1.21K 200 – –
CB
499
Community Bank
New York
$1.21K 200 +200 New
Toronto Dominion Bank
500
Toronto Dominion Bank
Ontario, Canada
$1K 152 – –
18 19
20
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