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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 %
Creative Planning
76
Creative Planning
Kansas
$3.84M 480,996 -11,139 -2%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$3.82M 478,388 -605,864 -56%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$3.69M 461,543 +461,543 New
BCM
79
Bayesian Capital Management
New York
$3.68M 460,700 +270,300 +142%
CAM
80
Cresset Asset Management
Illinois
$3.65M 457,406 +2,017 +0.4%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.47M 434,476 +64,828 +18%
Macquarie Group
82
Macquarie Group
Australia
$3.42M 427,463 +427,463 New
GS
83
GTS Securities
New York
$3.39M 423,732 -200,237 -32%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$3.32M 366,308 +73,762 +25%
Treasurer of the State of North Carolina
85
Treasurer of the State of North Carolina
North Carolina
$3.22M 402,879 +2,040 +0.5%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$3.22M 402,555 +321 +0.1%
AHC
87
Anderson Hoagland & Co
Missouri
$3.2M 401,001 – –
BWFA
88
Baltimore-Washington Financial Advisors
Maryland
$3.12M 390,098 +59,412 +18%
EWA
89
EP Wealth Advisors
California
$3M 375,514 +152,309 +68%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.99M 373,671 -41,396 -10%
OQS
91
Occudo Quantitative Strategies
Florida
$2.97M 371,339 +214,944 +137%
AllianceBernstein
92
AllianceBernstein
Tennessee
$2.95M 369,253 -5,555 -1%
TC
93
TownSquare Capital
Utah
$2.91M 364,562 +138,113 +61%
MAM
94
Mark Asset Management
New York
$2.8M 349,947 -151,853 -30%
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
$2.76M 345,384 +345,384 New
OCM
96
Once Capital Management
New York
$2.6M 324,800 +115,600 +55%
NA
97
NewEdge Advisors
Louisiana
$2.59M 324,395 -4,129 -1%
AWS
98
Atria Wealth Solutions
New York
$2.45M 306,274 +40,298 +15%
Barclays
99
Barclays
United Kingdom
$2.29M 286,512 -85,741 -23%
ACM
100
AlphaStar Capital Management
North Carolina
$2.16M 270,630 -149,816 -36%
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4
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