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SoFi Technologies

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
Name Market Value Shares Shares
Change
Shares
Change %
OTL
551
Oak Thistle LLC
New York
-18,871 Closed
PTC
552
Petrus Trust Company
Texas
-18,144 Closed
PWM
553
Prosperity Wealth Management
California
-17,542 Closed
NDSI
554
Newman Dignan & Sheerar Inc
Rhode Island
-16,843 Closed
SWM
555
Stockman Wealth Management
Montana
-16,500 Closed
T
556
TCWP
Ohio
-16,398 Closed
GCMG
557
Gyroscope Capital Management Group
Florida
-15,800 Closed
BFM
558
Boothbay Fund Management
New York
-15,265 Closed
HSA
559
HBK Sorce Advisory
Pennsylvania
-15,060 Closed
EW
560
Enzi Wealth
Texas
-14,784 Closed
PCP
561
Proficio Capital Partners
Massachusetts
-13,991 Closed
WCFA
562
Walkner Condon Financial Advisors
Wisconsin
-13,437 Closed
EA
563
Emerald Advisers
Pennsylvania
-13,400 Closed
CCWM
564
Cassaday & Co Wealth Management
Virginia
-13,224 Closed
RFO
565
RiverGlades Family Offices
Florida
-12,810 Closed
WIC
566
Water Island Capital
New York
-12,500 Closed
XS
567
XR Securities
Illinois
-12,165 Closed
KFP
568
KMG Fiduciary Partners
Ohio
-11,571 Closed
WAP
569
Wealthcare Advisory Partners
Pennsylvania
-11,338 Closed
SCM
570
SOL Capital Management
Maryland
-10,735 Closed
PWP
571
Pursue Wealth Partners
California
-10,700 Closed
CCA
572
Catalyst Capital Advisors
New York
-10,400 Closed
PCIA
573
Prime Capital Investment Advisors
Kansas
-10,241 Closed
CIC
574
Carnegie Investment Counsel
Ohio
-10,000 Closed
USCWA
575
U.S. Capital Wealth Advisors
Texas
-8,227 Closed