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SoFi Technologies
SOFI

Overview Fund Activity

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

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
PVH
576
Psagot Value Holdings
Israel
– – -6,000 Closed
MCC
577
Money Concepts Capital
Florida
– – -5,211 Closed
CWC
578
Carolinas Wealth Consulting
North Carolina
– – -5,000 Closed
FWA
579
Freedom Wealth Alliance
Wisconsin
– – -4,767 Closed
ACM
580
Advent Capital Management
New York
– – -4,600 Closed
BAM
581
Byrne Asset Management
New Jersey
– – -3,500 Closed
EE
582
EWG Elevate
California
– – -2,000 Closed
AWM
583
Accurate Wealth Management
Florida
– – -1,500 Closed
YC
584
Yarbrough Capital
Tennessee
– – -1,000 Closed
AWM
585
Activest Wealth Management
Florida
– – -750 Closed
CFB
586
Cullen/Frost Bankers
Texas
– – -300 Closed
ACP
587
Arcus Capital Partners
Georgia
– – -195 Closed
SC
588
Sierra Capital
Florida
– – -115 Closed
PWS
589
Paragon Wealth Strategies
Florida
– – -96 Closed
FA
590
Fiduciary Alliance
South Carolina
– – -47 Closed
CFGS
591
Concourse Financial Group Securities
Alabama
– – – –
Squarepoint
592
Squarepoint
New York
– – – –
PA
593
Paragon Advisors
Texas
– – – –
Walleye Capital
594
Walleye Capital
New York
– – – –
LCS
595
Levin Capital Strategies
New York
– – – –
SCM
596
Shaolin Capital Management
Florida
– – – –
SM
597
Skaana Management
New York
– – – –
Lazard Asset Management
598
Lazard Asset Management
New York
$0 28 – –
CL
599
CSS LLC
Illinois
– – – –
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
– – – –
21 22 23
24
25