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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Market Value Shares Shares
Change
Shares
Change %
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.4K 300
JFG
477
Jefferies Financial Group
New York
$2.01K 251 +251 New
AA
478
AlphaMark Advisors
Kentucky
$2K 300
VNA
479
Valley National Advisers
Pennsylvania
$2K 195 +195 New
CPG
480
Cornerstone Planning Group
New Jersey
$1.89K 236
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$1.81K 227
SIC
482
SJS Investment Consulting
Ohio
$1.71K 214
CP
483
Castleview Partners
Texas
$1.6K 200
MSFP
484
Mark Sheptoff Financial Planning
Connecticut
$1.6K 200
FAM
485
Flaharty Asset Management
Florida
$1.6K 200 +200 New
CTC
486
Central Trust Company
Missouri
$1.2K 150 -1,907 -93%
DWA
487
Delos Wealth Advisors
Texas
$1.08K 125
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$1.08K 135
CAL
489
Capital Analysts LLC
Pennsylvania
$1K 128 +128 New
FP
490
Financial Perspectives
Minnesota
$999 125
FFA
491
Fairfield Financial Advisors
Massachusetts
$799 100
HPC
492
HM Payson & Co
Maine
$799 100
QC
493
Quent Capital
New York
$655 82
DAM
494
Delta Asset Management
Tennessee
$599 75
GTAM
495
Global Trust Asset Management
Florida
$479 60
TCM
496
Tradewinds Capital Management
Washington
$400 50
WFA
497
West Financial Advisors
Iowa
$392 49
TWP
498
TFO Wealth Partners
Ohio
$384 46 +46 New
WPA
499
West Paces Advisors
Georgia
$360 45
TC
500
Truvestments Capital
Florida
$184 23