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SoFi Technologies
SOFI

Overview Fund Activity

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$37.8M
3
BlackRock
3
BlackRock
New York
$326M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$610M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$18.5M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$18.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.4M
3
QC
3
Quadrature Capital
United Kingdom
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$6.76M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$29.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.13M 767,544 +767,544 New
First Trust Advisors
52
First Trust Advisors
Illinois
$6.11M 765,303 +110,474 +17%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$6.11M 764,759 -158,307 -17%
PCM
54
PAR Capital Management
Massachusetts
$5.99M 750,000 – –
Millennium Management
55
Millennium Management
New York
$5.81M 726,667 +495,707 +215%
Principal Financial Group
56
Principal Financial Group
Iowa
$5.8M 725,639 +657,312 +962%
MML Investors Services
57
MML Investors Services
Massachusetts
$5.72M 716,142 +20,561 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$5.68M 711,140 +83,935 +13%
BJL
59
Brighton Jones LLC
Washington
$5.55M 694,631 +19,731 +3%
Mariner
60
Mariner
Kansas
$5.51M 690,022 -59,351 -8%
MC
61
Moors & Cabot
Massachusetts
$5.15M 644,700 +93,741 +17%
JGC
62
J. Goldman & Co
New York
$5.15M 644,386 +644,386 New
Citadel Advisors
63
Citadel Advisors
Florida
$4.97M 621,591 +621,591 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$4.95M 619,690 +573,127 +1,231%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$4.62M 578,207 +1,380 +0.2%
MMA
66
Mizuho Markets Americas
New York
$4.5M 563,698 -578,300 -51%
UBS Group
67
UBS Group
Switzerland
$4.44M 556,179 -330,616 -37%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$4.25M 531,877 -48,600 -8%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$4.25M 531,850 – –
JWM
70
Jessup Wealth Management
Ohio
$4.14M 518,372 +518,372 New
ACM
71
Alpha Capital Management
Texas
$4.04M 505,282 +298,915 +145%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$3.96M 495,839 +250,854 +102%
CSS
73
Cubist Systematic Strategies
Connecticut
$3.96M 495,362 -882,539 -64%
TSS
74
Two Sigma Securities
New York
$3.86M 482,890 -519,669 -52%
AFAS
75
Acorn Financial Advisory Services
Virginia
$3.85M 481,968 +49,550 +11%
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