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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 %
DAM
551
Delta Asset Management
Tennessee
$746 75 – –
WFA
552
West Financial Advisors
Iowa
$488 49 – –
TWP
553
TFO Wealth Partners
Ohio
$458 46 – –
WPA
554
West Paces Advisors
Georgia
$448 45 – –
TC
555
Truvestments Capital
Florida
$229 23 – –
HNB
556
Huntington National Bank
Ohio
$219 22 +21 +2,100%
TAM
557
Tucker Asset Management
Colorado
$199 20 -10,038 -100%
TCM
558
Tradewinds Capital Management
Washington
$120 12 -38 -76%
WBC
559
West Branch Capital
Massachusetts
$60 6 – –
IHWM
560
Iron Horse Wealth Management
Iowa
$40 4 – –
SJIM
561
St. Johns Investment Management
Florida
$40 4 +4 New
Nomura Holdings
562
Nomura Holdings
Japan
– – -1,202,021 Closed
PCM
563
PAR Capital Management
Massachusetts
– – -750,000 Closed
JGC
564
J. Goldman & Co
New York
– – -644,386 Closed
JWM
565
Jessup Wealth Management
Ohio
– – -518,372 Closed
CSS
566
Cubist Systematic Strategies
Connecticut
– – -495,362 Closed
Qube Research & Technologies (QRT)
567
Qube Research & Technologies (QRT)
United Kingdom
– – -461,543 Closed
Macquarie Group
568
Macquarie Group
Australia
– – -427,463 Closed
OQS
569
Occudo Quantitative Strategies
Florida
– – -371,339 Closed
MAM
570
Mark Asset Management
New York
– – -349,947 Closed
CMTU
571
Capital Markets Trading (UK)
United Kingdom
– – -151,886 Closed
Toronto Dominion Bank
572
Toronto Dominion Bank
Ontario, Canada
– – -144,998 Closed
SM
573
Skaana Management
New York
– – -129,800 Closed
CM
574
Caption Management
Oklahoma
– – -119,030 Closed
TIMH
575
Tilt Investment Management Holdings
New York
– – -118,154 Closed
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