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SoFi Technologies
SOFI

Overview Fund Activity

586 hedge funds and large institutions have $2.98B invested in SoFi Technologies in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 243 increasing their positions, 156 reducing their positions, and 81 closing their positions.

Holders
586
Holders Change
-12
Holders Change %
-2.01%
% of All Funds
8.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
243
Reduced
156
Closed
81
Calls
$626M
Puts
$504M
Net Calls
+$122M
Net Calls Change
+$103M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$86.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$595M
3
BlackRock
3
BlackRock
New York
$300M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$42M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$20.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.62M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$25.5M
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$3.75M 566,773 +9,546 +2%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$3.7M 560,116 +24,222 +5%
RJA
78
Raymond James & Associates
Florida
$3.44M 520,301 +115,639 +29%
ACM
79
Alpha Capital Management
Texas
$3.41M 516,551 -1,351 -0.3%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$3.37M 509,504 +121,137 +31%
BWFA
81
Baltimore-Washington Financial Advisors
Maryland
$3.34M 504,963 +45,865 +10%
Osaic Holdings
82
Osaic Holdings
Arizona
$3.11M 470,060 +2,973 +0.6%
SBH
83
Segall Bryant & Hamill
Illinois
$3.09M 467,516 +12,676 +3%
AWS
84
Atria Wealth Solutions
New York
$3.09M 467,009 +35,738 +8%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01M 454,913 +9,194 +2%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$2.99M 452,727 -4,595 -1%
Treasurer of the State of North Carolina
87
Treasurer of the State of North Carolina
North Carolina
$2.96M 448,377 +23,848 +6%
Barclays
88
Barclays
United Kingdom
$2.9M 438,719 -1,433,660 -77%
CCP
89
Clarity Capital Partners
California
$2.88M 435,180 +48,862 +13%
AHC
90
Anderson Hoagland & Co
Missouri
$2.85M 445,977 – –
NA
91
NewEdge Advisors
Louisiana
$2.79M 422,199 +102,973 +32%
Verition Fund Management
92
Verition Fund Management
Connecticut
$2.74M 415,090 +337,982 +438%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$2.65M 401,370 -150,657 -27%
Mariner
94
Mariner
Kansas
$2.63M 397,722 -24,977 -6%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.6M 392,851 +29,039 +8%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$2.6M 392,811 -139,039 -26%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$2.56M 386,898 +25,996 +7%
TCM
98
Triumph Capital Management
Colorado
$2.53M 383,454 +21,069 +6%
EWA
99
EP Wealth Advisors
California
$2.53M 382,844 +6,122 +2%
AllianceBernstein
100
AllianceBernstein
Tennessee
$2.5M 378,470 -7,910 -2%
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4
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