We are live on ! Find out more
SOFI icon

SoFi Technologies
SOFI

442 hedge funds and large institutions have $3.75B invested in SoFi Technologies in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 185 increasing their positions, 90 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 90

4% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 102

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1% less funds holding

Funds holding: 446 → 442 (-4)

4.74% less ownership

Funds ownership: 52.59% → 47.85% (-4.7%)

23% less call options, than puts

Call options by funds: $409M | Put options by funds: $530M

44% less capital invested

Capital invested by funds: $6.7B → $3.75B (-$2.95B)

Holders
442
Holders Change
-4
Holders Change %
-0.9%
% of All Funds
6.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
106
Increased
185
Reduced
90
Closed
102
Calls
$409M
Puts
$530M
Net Calls
-$120M
Net Calls Change
+$48.8M

Top Buyers

Rank Fund Capital Flow
1
RCM
Riverwood Capital Management
California
+$253M
2
Goldman Sachs
Goldman Sachs
New York
+$71.4M
3
Morgan Stanley
Morgan Stanley
New York
+$34.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$28.5M
5
Barclays
Barclays
United Kingdom
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
SoftBank Group
SoftBank Group
Japan
-$259M
2
Artisan Partners
Artisan Partners
Wisconsin
-$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69M
4
Franklin Resources
Franklin Resources
California
-$59.1M
5
BlackRock
BlackRock
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
101
CWA Asset Management Group
Florida
$1.62M -$20.1K -1,749 -1%
PAMS
102
Pictet Asset Management (Switzerland)
Switzerland
$1.57M – – –
Fidelity Investments
103
Fidelity Investments
Massachusetts
$1.54M -$27.4M -2,387,640 -94%
IA
104
IFP Advisors
Florida
$1.53M +$744K +64,793 +2,173%
OC
105
Oppenheimer & Co
New York
$1.53M +$129K +11,202 +7%
FC
106
Fulcrum Capital
Washington
$1.46M +$289K +25,121 +19%
TCM
107
Triumph Capital Management
Colorado
$1.45M +$281K +24,469 +19%
CTC (Chicago Trading Company)
108
CTC (Chicago Trading Company)
Illinois
$1.45M +$1.76M +153,165 New
Vontobel Holding
109
Vontobel Holding
Switzerland
$1.43M +$539K +46,935 +47%
ZA
110
Zazove Associates
Nevada
$1.42M +$1.72M +150,000 New
NFSG
111
Newbridge Financial Services Group
Florida
$1.4M +$190K +16,550 +13%
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
$1.4M +$200K +17,392 +13%
Squarepoint
113
Squarepoint
New York
$1.39M +$1.69M +146,789 New
PPA
114
Parametric Portfolio Associates
Washington
$1.38M +$385K +33,490 +30%
ASRS
115
Arizona State Retirement System
Arizona
$1.38M +$61.6K +5,360 +4%
CG
116
Colony Group
Massachusetts
$1.38M – – –
MF
117
Magnetar Financial
Illinois
$1.36M +$1.65M +143,966 New
PCM
118
Patient Capital Management
Maryland
$1.32M -$617K -53,700 -28%
JIC
119
Joel Isaacson & Co
New York
$1.31M – – –
Holocene Advisors
120
Holocene Advisors
New York
$1.29M +$1.56M +136,125 New
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$1.27M -$27.6K -2,400 -2%
FANJ
122
Financial Architects (New Jersey)
New Jersey
$1.23M +$864K +75,200 +137%
SM
123
Skaana Management
New York
$1.22M +$4.88K +425 +0.3%
N
124
Natixis
France
$1.21M +$359K +31,271 +32%
AWS
125
Atria Wealth Solutions
New York
$1.2M +$1.46M +127,318 New
3 4
5
6 7

SOFI Hedge Fund Activity: Q1 2022 in Review

442 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2022, worth a combined $3.75B — down 44% from $6.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new SOFI positions and 102 closed out — a net gain of 4 holders — while 185 added to existing stakes and 90 trimmed.

The largest buyer was Riverwood Capital Management, opening a new position worth an estimated $253M. The largest seller was SoftBank Group, cutting an estimated $259M.

  • 442 institutional investors held SoFi Technologies (SOFI) as of Q1 2022, down from 446 in Q4 2021.
  • Funds reported $3.75B of SoFi Technologies stock for Q1 2022, down 44% quarter-over-quarter.
  • 106 funds opened new SoFi Technologies positions in Q1 2022 and 102 closed out, a net change of +4 holders.
  • The largest SoFi Technologies buyer in Q1 2022 was Riverwood Capital Management, an estimated $253M added.
  • The largest SoFi Technologies seller in Q1 2022 was SoftBank Group, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2022.