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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Market Value Shares Shares
Change
Shares
Change %
PFG
476
Piershale Financial Group
Illinois
$2.5K 300
CAS
477
Coppell Advisory Solutions
Texas
$2.21K 250 +250 New
CPG
478
Cornerstone Planning Group
New Jersey
$1.97K 236 +236 New
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$1.89K 227 +227 New
SIC
480
SJS Investment Consulting
Ohio
$1.79K 214
MSFP
481
Mark Sheptoff Financial Planning
Connecticut
$1.67K 200
CB
482
Community Bank
New York
$1.67K 200
CP
483
Castleview Partners
Texas
$1.67K 200
PAI
484
Pittenger & Anderson Inc
Nebraska
$1.67K 200 +200 New
SHIM
485
Stone House Investment Management
Pennsylvania
$1.44K 173 +173 New
Fifth Third Bancorp
486
Fifth Third Bancorp
Ohio
$1.13K 135 +15 +13%
FFA
487
Farther Finance Advisors
California
$1.11K 133 +33 +33%
CHAM
488
Clear Harbor Asset Management
Connecticut
$1.06K 127 +127 New
DWA
489
Delos Wealth Advisors
Texas
$1.04K 125
FP
490
Financial Perspectives
Minnesota
$1.04K 125
CA
491
Centerpoint Advisors
Massachusetts
$1K 100 -150 -60%
FFA
492
Fairfield Financial Advisors
Massachusetts
$834 100
LWA
493
Lowe Wealth Advisors
Maryland
$834 100
HPC
494
HM Payson & Co
Maine
$834 100
TAM
495
Tucker Asset Management
Colorado
$834 100 +100 New
BWM
496
BerganKDV Wealth Management
Minnesota
$759 91
QC
497
Quent Capital
New York
$684 82
KTC
498
Kistler-Tiffany Companies
Pennsylvania
$668 80
DAM
499
Delta Asset Management
Tennessee
$626 75
GTAM
500
Global Trust Asset Management
Florida
$500 60 +60 New