SOFI icon

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 %
SIA
601
SkyView Investment Advisors
New Jersey
– – -2,994 Closed
SL
602
Savior LLC
Massachusetts
– – -1,647 Closed
PPWM
603
PFG Private Wealth Management
Florida
– – -1,250 Closed
SC
604
Steph & Co
Wisconsin
– – -500 Closed
FMII
605
Farmers & Merchants Investments Inc
Nebraska
– – -500 Closed
SWM
606
Sugarloaf Wealth Management
Georgia
– – -456 Closed
FAM
607
Flaharty Asset Management
Florida
– – -200 Closed
CTC
608
Central Trust Company
Missouri
– – -150 Closed
FFA
609
Fairfield Financial Advisors
Massachusetts
– – -100 Closed
GTAM
610
Global Trust Asset Management
Florida
– – -60 Closed
HWP
611
Hibernia Wealth Partners
Louisiana
– – -20 Closed
IP
612
Interval Partners
New York
– – – –
WAM
613
Weiss Asset Management
Massachusetts
– – – –
KCM
614
Kingdon Capital Management
New York
– – – –
FIA
615
FNY Investment Advisers
New York
– – – –
LCS
616
Levin Capital Strategies
New York
– – – –
WMSA
617
Weiss Multi-Strategy Advisers
New York
– – – –
CMP
618
Coston McIsaac & Partners
Maine
$0 5 – –
PCM
619
Prelude Capital Management
New York
– – – –
SCM
620
Shaolin Capital Management
Florida
– – – –
CCG
621
Capital CS Group
California
– – – –
Simplex Trading
622
Simplex Trading
Illinois
– – – –
XS
623
XR Securities
Illinois
– – – –
CFM
624
Crawford Fund Management
Massachusetts
– – – –
BCM
625
BlueCrest Capital Management
Jersey
– – – –
22 23 24
25
26