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SoFi Technologies
SOFI

Overview Fund Activity

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
501
Valley National Advisers
Pennsylvania
$1K 100 +100 New
PLU
502
Performa Ltd (US)
South Carolina
$789 130 -70 -35%
DWA
503
Delos Wealth Advisors
Texas
$759 125 – –
FP
504
Financial Perspectives
Minnesota
$759 125 +125 New
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$728 120 – –
LWA
506
Lowe Wealth Advisors
Maryland
$607 100 – –
HPC
507
HM Payson & Co
Maine
$607 100 – –
FFA
508
Farther Finance Advisors
California
$607 100 +48 +92%
CWA
509
Clearview Wealth Advisors
Oregon
$607 100 +80 +400%
FFA
510
Fairfield Financial Advisors
Massachusetts
$572 100 – –
BWM
511
BerganKDV Wealth Management
Minnesota
$553 91 – –
LCM
512
Lynwood Capital Management
Ontario, Canada
$540 150,000 +150,000 New
QC
513
Quent Capital
New York
$498 82 – –
KTC
514
Kistler-Tiffany Companies
Pennsylvania
$486 80 – –
DAM
515
Delta Asset Management
Tennessee
$455 75 – –
TCM
516
Tradewinds Capital Management
Washington
$304 50 – –
WFA
517
West Financial Advisors
Iowa
$298 49 +49 New
BAAM
518
Baker Avenue Asset Management
California
$273 45 -1,250 -97%
WPA
519
West Paces Advisors
Georgia
$273 45 – –
WBC
520
West Branch Capital
Massachusetts
$219 36 – –
GEA
521
Glen Eagle Advisors
New Jersey
$103 17 +17 New
CIA
522
Cape Investment Advisory
Georgia
$61 10 +10 New
OLVIG
523
Oliver Lagore Vanvalin Investment Group
Michigan
$30 5 – –
IHWM
524
Iron Horse Wealth Management
Iowa
$24 4 -100 -96%
Coatue Management
525
Coatue Management
New York
– – -8,266,520 Closed
19 20
21
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