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SoFi Technologies
SOFI

Overview Fund Activity

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M
3
Millennium Management
3
Millennium Management
New York
$53.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$45.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$115M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$585K
5
Norges Bank
5
Norges Bank
Norway
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
526
AlphaMark Advisors
Kentucky
$3K 300 – –
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.99K 300 – –
WT
528
Whittier Trust
California
$2.99K 300 +300 New
WCM
529
Winthrop Capital Management
Indiana
$2.99K 300 +300 New
CIA
530
Cape Investment Advisory
Georgia
$2.53K 254 +234 +1,170%
CFB
531
Cullen/Frost Bankers
Texas
$2.49K 250 -11,500 -98%
CPG
532
Cornerstone Planning Group
New Jersey
$2.35K 236 – –
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$2.23K 224 -3 -1%
CSB
534
City State Bank
Iowa
$2K 200 +200 New
CP
535
Castleview Partners
Texas
$1.99K 200 – –
MSFP
536
Mark Sheptoff Financial Planning
Connecticut
$1.99K 200 – –
CWM
537
Cranbrook Wealth Management
Michigan
$1.64K 165 +165 New
VAMG
538
Voisard Asset Management Group
Michigan
$1.49K 150 +150 New
DWA
539
Delos Wealth Advisors
Texas
$1.24K 125 – –
FP
540
Financial Perspectives
Minnesota
$1.24K 125 – –
S
541
Sachetta
Massachusetts
$1.22K 123 +123 New
VWM
542
Venturi Wealth Management
Texas
$1.19K 120 +120 New
BGAI
543
Bruce G. Allen Investments
Colorado
$1.17K 118 +118 New
AWM
544
Abound Wealth Management
Tennessee
$1.07K 107 +107 New
HBW
545
Hazlett, Burt & Watson
West Virginia
$1K 100 -1,470 -94%
CAL
546
Capital Analysts LLC
Pennsylvania
$1K 128 – –
HPC
547
HM Payson & Co
Maine
$995 100 – –
CAM
548
Clarity Asset Management
Iowa
$995 100 +100 New
BFPW
549
BOK Financial Private Wealth
Colorado
$995 100 +100 New
RFG
550
REAP Financial Group
Texas
$796 80 +80 New
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