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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 %
BC
576
BIT Capital
Germany
– – -53,236 Closed
BAM
577
Blueshift Asset Management
New Jersey
– – -52,783 Closed
IIM
578
INTECH Investment Management
Florida
– – -44,870 Closed
SI
579
Saxon Interests
Texas
– – -43,851 Closed
VF
580
Virtu Financial
New York
– – -41,491 Closed
CAC
581
Cowen and Company
New York
– – -41,400 Closed
BP
582
BBR Partners
New York
– – -35,841 Closed
IMC Chicago
583
IMC Chicago
Illinois
– – -34,360 Closed
TWM
584
TriaGen Wealth Management
California
– – -31,453 Closed
PRC
585
Pearl River Capital
Michigan
– – -26,483 Closed
WP
586
Woodline Partners
California
– – -23,930 Closed
WWM
587
Western Wealth Management
Colorado
– – -21,150 Closed
KWM
588
Kingsview Wealth Management
Oregon
– – -20,705 Closed
SG
589
StoneX Group
New York
– – -18,569 Closed
AIM
590
Allen Investment Management
New York
– – -18,402 Closed
TFS
591
Thoroughbred Financial Services
Tennessee
– – -15,764 Closed
JF
592
Joule Financial
Kentucky
– – -15,653 Closed
ETC
593
Exchange Traded Concepts
Oklahoma
– – -14,963 Closed
CA
594
Crewe Advisors
Utah
– – -13,850 Closed
QC
595
QCM Cayman
Texas
– – -12,784 Closed
ZIM
596
Zacks Investment Management
Illinois
– – -11,690 Closed
SDH
597
Sloy Dahl & Holst
Washington
– – -11,349 Closed
HF
598
HRT Financial
New York
– – -11,207 Closed
SSG
599
Summit Securities Group
New York
– – -8,640 Closed
LNWWM
600
Laird Norton Wetherby Wealth Management
California
– – -6,205 Closed
22 23
24
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