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SoFi Technologies
SOFI

136 hedge funds and large institutions have $273M invested in SoFi Technologies in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

96% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 55

62% more funds holding

Funds holding: 84 → 136 (+52)

13% more call options, than puts

Call options by funds: $169M | Put options by funds: $150M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

28.46% less ownership

Funds ownership: 48.2% → 19.74% (-28%)

44% less capital invested

Capital invested by funds: $482M → $273M (-$210M)

Holders
136
Holders Change
+52
Holders Change %
+61.9%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
108
Increased
18
Reduced
7
Closed
55
Calls
$169M
Puts
$150M
Net Calls
+$19.2M
Net Calls Change
+$10.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$71.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$45.9M
3
AC
Athanor Capital
New York
+$18.2M
4
Morgan Stanley
Morgan Stanley
New York
+$15.3M
5
APC
Alta Park Capital
California
+$14.3M

Top Sellers

1
ECP
Empyrean Capital Partners
California
-$58.9M
2
Millennium Management
Millennium Management
New York
-$56.9M
3
WAM
Weiss Asset Management
Massachusetts
-$43.5M
4
SCM
Suvretta Capital Management
New York
-$39.5M
5
PWAM
Park West Asset Management
California
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
51
Davenport & Co
Virginia
$421K +$484K +24,520 New
Belvedere Trading
52
Belvedere Trading
Illinois
$410K +$89.3K +4,524 +23%
GAM
53
Griffin Asset Management
New York
$394K +$226K +11,437 +99%
G
54
Gainplan
Michigan
$350K +$397K +20,123 New
BCM
55
Bluefin Capital Management
New York
$341K +$393K +19,900 New
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$339K +$390K +19,738 New
SHWM
57
Silicon Hills Wealth Management
Texas
$339K +$391K +19,792 New
CIBC World Market
58
CIBC World Market
Ontario, Canada
$336K +$387K +19,600 New
CL
59
CSS LLC
Illinois
$335K -$2.25M -113,950 -85%
NFSG
60
Newbridge Financial Services Group
Florida
$316K +$364K +18,450 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$295K +$340K +17,218 New
ASN
62
Advisory Services Network
Georgia
$293K +$337K +17,056 New
CS
63
Credit Suisse
Switzerland
$245K +$282K +14,300 New
SPIA
64
Steward Partners Investment Advisory
New York
$245K +$282K +14,281 New
OPWM
65
Oxinas Partners Wealth Management
Indiana
$240K +$276K +14,000 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$235K +$270K +13,694 New
BRWA
67
B. Riley Wealth Advisors
Florida
$228K -$43.5K -2,202 -14%
NA
68
NewEdge Advisors
Louisiana
$217K +$250K +12,664 New
SWM
69
SeaCrest Wealth Management
New York
$216K +$249K +12,616 New
EAM
70
Exos Asset Management
New York
$208K +$240K +12,141 New
OIA
71
OneDigital Investment Advisors
Kansas
$208K +$240K +12,150 New
OPS
72
Orion Portfolio Solutions
Nebraska
$208K +$240K +12,150 New
SFP
73
Sandbox Financial Partners
Maryland
$186K +$213K +10,798 New
S
74
SignatureFD
Georgia
$177K +$203K +10,295 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$177K +$204K +10,320 New
1 2
3
4 5

SOFI Hedge Fund Activity: Q1 2021 in Review

136 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2021, worth a combined $273M — down 44% from $482M a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SOFI positions and 55 closed out — a net gain of 53 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $71.1M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $58.9M sold.

  • 136 institutional investors held SoFi Technologies (SOFI) as of Q1 2021, up from 84 in Q4 2020.
  • Funds reported $273M of SoFi Technologies stock for Q1 2021, down 44% quarter-over-quarter.
  • 108 funds opened new SoFi Technologies positions in Q1 2021 and 55 closed out, a net change of +53 holders.
  • The largest SoFi Technologies buyer in Q1 2021 was Franklin Resources, an estimated $71.1M added.
  • The largest SoFi Technologies seller in Q1 2021 was Empyrean Capital Partners, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2021.