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SoFi Technologies
SOFI

531 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 165 increasing their positions, 154 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 67

26% more capital invested

Capital invested by funds: $1.52B → $1.92B (+$399M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 512 → 531 (+19)

7% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 154

1.52% less ownership

Funds ownership: 35.58% → 34.06% (-1.5%)

29% less call options, than puts

Call options by funds: $200M | Put options by funds: $282M

Holders
531
Holders Change
+19
Holders Change %
+3.71%
% of All Funds
8.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
165
Reduced
154
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$30.2M
2
Millennium Management
Millennium Management
New York
+$28.3M
3
SSA
Schonfeld Strategic Advisors
New York
+$23.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$19.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$84.4M
2
Coatue Management
Coatue Management
New York
-$38.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$23.8M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$13.4M
5
Goldman Sachs
Goldman Sachs
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
501
Versant Capital Management
Arizona
$1.37K -$691 -114 -33%
SIC
502
SJS Investment Consulting
Ohio
$1.3K – – –
CP
503
Castleview Partners
Texas
$1.21K – – –
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$1.21K – – –
CB
505
Community Bank
New York
$1.21K +$1.21K +200 New
Toronto Dominion Bank
506
Toronto Dominion Bank
Ontario, Canada
$1K – – –
VNA
507
Valley National Advisers
Pennsylvania
$1K +$606 +100 New
PLU
508
Performa Ltd (US)
South Carolina
$789 -$424 -70 -35%
DWA
509
Delos Wealth Advisors
Texas
$759 – – –
FP
510
Financial Perspectives
Minnesota
$759 +$758 +125 New
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$728 – – –
HPC
512
HM Payson & Co
Maine
$607 – – –
LWA
513
Lowe Wealth Advisors
Maryland
$607 – – –
FFA
514
Farther Finance Advisors
California
$607 +$291 +48 +92%
CWA
515
Clearview Wealth Advisors
Oregon
$607 +$485 +80 +400%
FFA
516
Fairfield Financial Advisors
Massachusetts
$572 – – –
BWM
517
BerganKDV Wealth Management
Minnesota
$553 – – –
LCM
518
Lynwood Capital Management
Ontario, Canada
$540 +$910K +150,000 New
QC
519
Quent Capital
New York
$498 – – –
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$486 – – –
DAM
521
Delta Asset Management
Tennessee
$455 – – –
TCM
522
Tradewinds Capital Management
Washington
$304 – – –
WFA
523
West Financial Advisors
Iowa
$298 +$297 +49 New
BAAM
524
Baker Avenue Asset Management
California
$273 -$7.58K -1,250 -97%
WPA
525
West Paces Advisors
Georgia
$273 – – –
19 20
21
22 23

SOFI Hedge Fund Activity: Q1 2023 in Review

531 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2023, worth a combined $1.92B — up 26% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SOFI positions and 67 closed out — a net gain of 29 holders — while 165 added to existing stakes and 154 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $30.2M. The largest seller was Citadel Advisors, cutting an estimated $84.4M.

  • 531 institutional investors held SoFi Technologies (SOFI) as of Q1 2023, up from 512 in Q4 2022.
  • Funds reported $1.92B of SoFi Technologies stock for Q1 2023, up 26% quarter-over-quarter.
  • 96 funds opened new SoFi Technologies positions in Q1 2023 and 67 closed out, a net change of +29 holders.
  • The largest SoFi Technologies buyer in Q1 2023 was Two Sigma Investments, an estimated $30.2M added.
  • The largest SoFi Technologies seller in Q1 2023 was Citadel Advisors, an estimated $84.4M sold.

Based on aggregated 13F filings for Q1 2023.