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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 %
Barclays
51
Barclays
United Kingdom
$4.75M 782,891 +156,036 +25%
PCM
52
PAR Capital Management
Massachusetts
$4.55M 750,000 – –
Osaic Holdings
53
Osaic Holdings
Arizona
$4.27M 706,242 +20,505 +3%
BJL
54
Brighton Jones LLC
Washington
$4.1M 674,658 +662,012 +5,235%
BCM
55
Bayesian Capital Management
New York
$4.09M 673,100 +214,400 +47%
PF
56
Phoenix Financial
Israel
$4.01M 660,491 -807,509 -55%
Legal & General Group
57
Legal & General Group
United Kingdom
$3.98M 655,264 +45,526 +7%
PI
58
PEAK6 Investments
Illinois
$3.89M 641,230 -666,464 -51%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$3.89M 640,088 -57,484 -8%
Invesco
60
Invesco
Georgia
$3.84M 632,410 +118,185 +23%
Mariner
61
Mariner
Kansas
$3.71M 611,936 -21,068 -3%
MC
62
Moors & Cabot
Massachusetts
$3.54M 582,959 +59,525 +11%
Goldman Sachs
63
Goldman Sachs
New York
$3.48M 573,704 -2,112,445 -79%
MML Investors Services
64
MML Investors Services
Massachusetts
$3.45M 568,654 +19,875 +4%
Simplex Trading
65
Simplex Trading
Illinois
$3.42M 563,435 +33,213 +6%
Cerity Partners
66
Cerity Partners
New York
$3.3M 544,307 -3,412 -0.6%
MAM
67
Mark Asset Management
New York
$3.22M 530,401 +78,949 +17%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$3.06M 503,336 +407,305 +424%
PTC
69
Philadelphia Trust Company
Pennsylvania
$3.04M 500,285 -4,035 -0.8%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$3.01M 496,330 +116,860 +31%
Creative Planning
71
Creative Planning
Kansas
$2.93M 483,245 -39,320 -8%
PCM
72
Patient Capital Management
Maryland
$2.85M 469,700 – –
HIC
73
Hartline Investment Corp
Illinois
$2.59M 427,119 +41,500 +11%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2.58M 399,981 -33,639 -8%
ACM
75
Aquatic Capital Management
Illinois
$2.53M 415,900 +415,900 New
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