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SoFi Technologies
SOFI

602 hedge funds and large institutions have $3.23B invested in SoFi Technologies in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 252 increasing their positions, 134 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 134

51% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 74

5% more funds holding

Funds holding: 571 → 602 (+31)

4.87% more ownership

Funds ownership: 40.39% → 45.27% (+4.9%)

3% more call options, than puts

Call options by funds: $607M | Put options by funds: $588M

16% less capital invested

Capital invested by funds: $3.85B → $3.23B (-$623M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
602
Holders Change
+31
Holders Change %
+5.43%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
112
Increased
252
Reduced
134
Closed
74
Calls
$607M
Puts
$588M
Net Calls
+$19.3M
Net Calls Change
+$28M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$113M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$68.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$58M
4
NAMA
Nikko Asset Management Americas
New York
+$54.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$54.6M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$115M
2
Two Sigma Investments
Two Sigma Investments
New York
-$87.7M
3
Morgan Stanley
Morgan Stanley
New York
-$51.4M
4
Millennium Management
Millennium Management
New York
-$39.8M
5
Goldman Sachs
Goldman Sachs
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
476
Orion Capital Management
California
$36.5K – – –
PA
477
PSI Advisors
Florida
$35.3K -$5.16K -650 -12%
CA
478
Clearstead Advisors
Ohio
$34.4K +$4.76K +600 +14%
CJ
479
Caitlin John
Michigan
$33.6K -$3.18K -400 -8%
SWA
480
SOA Wealth Advisors
New York
$32.9K +$13.6K +1,713 +61%
AAP
481
Arax Advisory Partners
Colorado
$31.4K +$421 +53 +1%
PS
482
Principal Securities
Iowa
$30.3K +$17.7K +2,234 +117%
W
483
WealthCollab
Washington
$29.2K +$31.8K +4,000 New
TIM
484
Tortoise Investment Management
New York
$28.8K +$31.3K +3,939 New
FHA
485
First Horizon Advisors
Tennessee
$28.1K +$30.6K +3,848 New
OP
486
ORG Partners
Indiana
$26.7K +$29.4K +3,699 New
WIM
487
Westside Investment Management
California
$25.4K +$3.18K +400 +13%
Nomura Asset Management
488
Nomura Asset Management
Japan
$24.1K – – –
VNA
489
Valley National Advisers
Pennsylvania
$24K +$23.6K +2,973 +729%
BBHC
490
Brown Brothers Harriman & Co
New York
$23.5K +$635 +80 +3%
LC
491
Lindbrook Capital
California
$23K -$5.7K -717 -19%
RFG
492
RFP Financial Group
Georgia
$22.2K – – –
GI
493
GAMMA Investing
California
$22.2K +$2.45K +308 +11%
PSB
494
Piscataqua Savings Bank
New Hampshire
$21.9K +$23.8K +3,000 New
Allspring Global Investments
495
Allspring Global Investments
North Carolina
$20.4K +$22.2K +2,790 New
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$20K +$5.97K +752 +37%
BWP
497
Baldwin Wealth Partners
Massachusetts
$19.8K – – –
MCM
498
Manchester Capital Management
Vermont
$19.5K – – –
SIS
499
Sound Income Strategies
Florida
$18.3K – – –
AIC
500
Archer Investment Corporation
Indiana
$18.3K +$19.9K +2,500 New
18 19
20
21 22

SOFI Hedge Fund Activity: Q1 2024 in Review

602 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2024, worth a combined $3.23B — down 16% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SOFI positions and 74 closed out — a net gain of 38 holders — while 252 added to existing stakes and 134 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $113M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $115M sold.

  • 602 institutional investors held SoFi Technologies (SOFI) as of Q1 2024, up from 571 in Q4 2023.
  • Funds reported $3.23B of SoFi Technologies stock for Q1 2024, down 16% quarter-over-quarter.
  • 112 funds opened new SoFi Technologies positions in Q1 2024 and 74 closed out, a net change of +38 holders.
  • The largest SoFi Technologies buyer in Q1 2024 was ARK Investment Management, an estimated $113M added.
  • The largest SoFi Technologies seller in Q1 2024 was Two Sigma Advisers, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.