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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QC
501
QCM Cayman
Texas
– – -16,771 Closed
Neuberger Berman Group
502
Neuberger Berman Group
New York
– – -14,948 Closed
PP
503
Prudential plc
United Kingdom
– – -14,084 Closed
SWA
504
SFMG Wealth Advisors
Texas
– – -13,497 Closed
LNWWM
505
Laird Norton Wetherby Wealth Management
California
– – -13,360 Closed
BS
506
Boenning & Scattergood
Pennsylvania
– – -13,150 Closed
BTWM
507
Baker Tilly Wealth Management
Wisconsin
– – -12,920 Closed
BMSSC
508
B. Metzler seel. Sohn & Co
Germany
– – -11,849 Closed
Franklin Resources
509
Franklin Resources
California
– – -11,545 Closed
Bank of Nova Scotia
510
Bank of Nova Scotia
Ontario, Canada
– – -11,281 Closed
IAA
511
Independent Advisor Alliance
North Carolina
– – -11,200 Closed
FT
512
Fiduciary Trust
Massachusetts
– – -11,176 Closed
WIA
513
World Investment Advisors
California
– – -10,903 Closed
HSA
514
HBK Sorce Advisory
Pennsylvania
– – -10,722 Closed
William Blair & Company
515
William Blair & Company
Illinois
– – -10,409 Closed
ECM
516
ExodusPoint Capital Management
New York
– – -10,100 Closed
VI
517
Vestcor Inc
New Brunswick, Canada
– – -8,292 Closed
CWC
518
Carolinas Wealth Consulting
North Carolina
– – -8,000 Closed
RCA
519
Reitz Capital Advisors
Michigan
– – -5,900 Closed
FIA
520
FNY Investment Advisers
New York
– – -5,000 Closed
FCA
521
FinTrust Capital Advisors
South Carolina
– – -4,650 Closed
FFWM
522
Future Financial Wealth Management
Ohio
– – -3,760 Closed
HA
523
Herold Advisors
New York
– – -3,100 Closed
Koshinski Asset Management
524
Koshinski Asset Management
Illinois
– – -2,580 Closed
1832 Asset Management
525
1832 Asset Management
Ontario, Canada
– – -2,400 Closed
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