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SoFi Technologies
SOFI

Overview Fund Activity

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$71.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$43.3M
3
BlackRock
3
BlackRock
New York
$164M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$13.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$23.7M

Top Sellers

1
RCM
1
Riverwood Capital Management
California
$10.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.4M
3
Citigroup
3
Citigroup
New York
$7.28M
4
JGC
4
J. Goldman & Co
New York
$947K
5
Norges Bank
5
Norges Bank
Norway
$44.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
551
Evoke Wealth
California
– – -3,908 Closed
WWA
552
WCG Wealth Advisors
Nevada
– – -3,400 Closed
ECU
553
Eisler Capital (UK)
United Kingdom
– – -3,000 Closed
WWM
554
Wagner Wealth Management
South Carolina
– – -2,612 Closed
RTC
555
Riverview Trust Company
Washington
– – -2,362 Closed
SWM
556
Selective Wealth Management
Virginia
– – -2,250 Closed
EC
557
Elequin Capital
New York
– – -813 Closed
CT
558
Cambridge Trust
Massachusetts
– – -630 Closed
GWSG
559
GPS Wealth Strategies Group
Colorado
– – -470 Closed
WWP
560
WR Wealth Planners
Missouri
– – -412 Closed
CWM
561
Castle Wealth Management
Florida
– – -382 Closed
HR
562
Howe & Rusling
New York
– – -325 Closed
AIM
563
Anchor Investment Management
South Carolina
– – -191 Closed
EIP
564
Ellis Investment Partners
Pennsylvania
– – -100 Closed
BTI
565
Blue Trust Inc
Georgia
$0 61 -88 -59%
LS
566
Leelyn Smith
Illinois
– – -66 Closed
BC
567
Burleson & Co
California
– – -24 Closed
CAL
568
Capital Advisors Ltd
Ohio
– – -19 Closed
LCS
569
Levin Capital Strategies
New York
– – – –
HF
570
HRT Financial
New York
– – – –
Capital Fund Management (CFM)
571
Capital Fund Management (CFM)
France
– – – –
Walleye Capital
572
Walleye Capital
New York
– – – –
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
– – – –
CFGS
574
Concourse Financial Group Securities
Alabama
– – – –
Lazard Asset Management
575
Lazard Asset Management
New York
$0 28 – –
20 21 22
23
24