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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Market Value Shares Shares
Change
Shares
Change %
PPWM
576
PFG Private Wealth Management
Florida
-1,250 Closed
FIA
577
FNY Investment Advisers
New York
-1,220 Closed
FCFS
578
First Command Financial Services
Texas
-1,000 Closed
FCB
579
First Command Bank
Texas
-1,000 Closed
QL
580
Quarry LP
New York
-859 Closed
DCM
581
Davidson Capital Management
Texas
-757 Closed
BWM
582
Baystate Wealth Management
Massachusetts
-634 Closed
BA
583
Bellwether Advisors
Nebraska
-605 Closed
PFSC
584
Peoples Financial Services Corp
Pennsylvania
-400 Closed
AAS
585
Ameritas Advisory Services
Nebraska
-300 Closed
TWA
586
TCI Wealth Advisors
Arizona
-285 Closed
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
-152 Closed
PLU
588
Performa Ltd (US)
South Carolina
-130 Closed
CWA
589
Clearview Wealth Advisors
Oregon
-100 Closed
VNA
590
Valley National Advisers
Pennsylvania
-100 Closed
BTI
591
Blue Trust Inc
Georgia
-83 Closed
GEA
592
Glen Eagle Advisors
New Jersey
-17 Closed
OLVIG
593
Oliver Lagore Vanvalin Investment Group
Michigan
-5 Closed
PC
594
Periscope Capital
Ontario, Canada
BCM
595
Bluefin Capital Management
New York
JFG
596
Jefferies Financial Group
New York
FC
597
Fore Capital
New York
DS
598
DRW Securities
Illinois
ACM
599
Advent Capital Management
New York
CCM
600
CAAS Capital Management
New York