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SoFi Technologies
SOFI

Overview Fund Activity

440 hedge funds and large institutions have $3.75B invested in SoFi Technologies in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 183 increasing their positions, 90 reducing their positions, and 102 closing their positions.

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
6.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
106
Increased
183
Reduced
90
Closed
102
Calls
$409M
Puts
$530M
Net Calls
-$120M
Net Calls Change
+$48.8M

Top Buyers

1
RCM
1
Riverwood Capital Management
California
$208M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.4M
5
Barclays
5
Barclays
United Kingdom
$20.1M

Top Sellers

1
SoftBank Group
1
SoftBank Group
Japan
$900M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$277M
4
Franklin Resources
4
Franklin Resources
California
$109K
5
BlackRock
5
BlackRock
New York
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
PWPS
501
Pinnacle Wealth Planning Services
Ohio
– – -11,500 Closed
KFP
502
KMG Fiduciary Partners
Ohio
– – -11,094 Closed
DTL
503
Dynamic Technology Lab
Singapore
– – -10,529 Closed
IA
504
Inspire Advisors
Idaho
– – -10,525 Closed
NDSI
505
Newman Dignan & Sheerar Inc
Rhode Island
– – -10,148 Closed
BAM
506
Belpointe Asset Management
Nevada
– – -9,406 Closed
CA
507
CoreCap Advisors
Michigan
– – -5,875 Closed
HNWAG
508
High Net Worth Advisory Group
Florida
– – -5,500 Closed
CA
509
Cornerstone Advisory
Maryland
– – -4,985 Closed
Pacer Advisors
510
Pacer Advisors
Pennsylvania
– – -4,241 Closed
EWM
511
Edge Wealth Management
New York
– – -2,420 Closed
WWM
512
Wagner Wealth Management
South Carolina
– – -2,273 Closed
BWP
513
Baldwin Wealth Partners
Massachusetts
– – -2,250 Closed
AWA
514
Amplius Wealth Advisors
Pennsylvania
– – -2,020 Closed
MAWCM
515
Mine & Arao Wealth Creation & Management
California
– – -1,520 Closed
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
– – -1,478 Closed
MHR
517
Matthew Hamilton Rosenberg
– – -1,350 Closed
CFCI
518
Comprehensive Financial Consultants Institutional
Indiana
– – -620 Closed
CAL
519
Capital Analysts LLC
Pennsylvania
– – -240 Closed
CWP
520
Concord Wealth Partners
Virginia
– – -200 Closed
BG
521
Bollard Group
Massachusetts
– – -200 Closed
WIM
522
Westside Investment Management
California
– – -200 Closed
DAM
523
Delta Asset Management
Tennessee
– – -175 Closed
PMFA
524
Plante Moran Financial Advisors
Michigan
– – -105 Closed
YAL
525
Your Advocates Ltd
Texas
– – -100 Closed
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