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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Market Value Shares Shares
Change
Shares
Change %
IAS
551
Insigneo Advisory Services
Florida
-12,053 Closed
KCM
552
KRS Capital Management
Michigan
-12,045 Closed
ICG
553
InterOcean Capital Group
Tennessee
-12,000 Closed
Daiwa Securities Group
554
Daiwa Securities Group
Japan
-11,646 Closed
SPA
555
Sherbrooke Park Advisers
New York
-11,062 Closed
AC
556
AXQ Capital
New Jersey
-10,400 Closed
CCFM
557
Clear Creek Financial Management
Washington
-10,200 Closed
GT
558
Glenmede Trust
Pennsylvania
-10,119 Closed
JSL
559
JT Stratford LLC
Georgia
-10,025 Closed
CI
560
CX Institutional
Indiana
-10,000 Closed
PMFA
561
Plante Moran Financial Advisors
Michigan
-4,503 Closed
AAM
562
Advisors Asset Management
Colorado
-2,422 Closed
IAIM
563
Industrial Alliance Investment Management
Quebec, Canada
-2,185 Closed
HS
564
Horan Securities
United States
-1,100 Closed
EC
565
Elequin Capital
New York
-857 Closed
EWM
566
Evermay Wealth Management
Virginia
-600 Closed
WIM
567
WealthPlan Investment Management
Nebraska
-419 Closed
Simplex Trading
568
Simplex Trading
Illinois
-400 Closed
CAS
569
Coppell Advisory Solutions
Texas
-250 Closed
CB
570
Community Bank
New York
-200 Closed
PAI
571
Pittenger & Anderson Inc
Nebraska
-200 Closed
CHAM
572
Clear Harbor Asset Management
Connecticut
-127 Closed
LWA
573
Lowe Wealth Advisors
Maryland
-100 Closed
CA
574
Centerpoint Advisors
Massachusetts
$0 50 -50 -50%
IGWM
575
ICA Group Wealth Management
Colorado
-50 Closed