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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
101
Convergence Financial
Missouri
$1.05M 200,000 +200,000 New
Ameriprise
102
Ameriprise
Minnesota
$1.04M 196,960 -143,061 -42%
PFO
103
Pathstone Family Office
New Jersey
$1.02M 193,660 +91,454 +89%
Walleye Trading
104
Walleye Trading
New York
$1.01M 191,788 -218,119 -53%
BWFA
105
Baltimore-Washington Financial Advisors
Maryland
$1.01M 191,423 +191,423 New
FC
106
Fulcrum Capital
Washington
$981K 186,056 +31,299 +20%
AFAS
107
Acorn Financial Advisory Services
Virginia
$973K 184,672 -251,705 -58%
JIC
108
Joel Isaacson & Co
New York
$969K 183,789 – –
OC
109
Oppenheimer & Co
New York
$957K 181,620 +19,821 +12%
CAMG
110
CWA Asset Management Group
Florida
$909K 172,410 +1,186 +0.7%
NFSG
111
Newbridge Financial Services Group
Florida
$891K 169,043 +21,041 +14%
RMCM
112
Reynders McVeigh Capital Management
Massachusetts
$877K 166,441 -147,413 -47%
ASN
113
Advisory Services Network
Georgia
$862K 163,482 -18,721 -10%
ASRS
114
Arizona State Retirement System
Arizona
$845K 160,376 +14,378 +10%
ZA
115
Zazove Associates
Nevada
$843K 160,000 +10,000 +7%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$825K 156,490 +136,691 +690%
MMA
117
Mizuho Markets Americas
New York
$823K 156,198 -1,473,400 -90%
ACM
118
Advent Capital Management
New York
$791K 150,000 +150,000 New
ACM
119
AlphaStar Capital Management
North Carolina
$785K 148,916 +47,582 +47%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$781K 148,164 -238,089 -62%
FWP
121
Firethorn Wealth Partners
Georgia
$775K 121,845 +43,316 +55%
HighTower Advisors
122
HighTower Advisors
Illinois
$774K 146,694 -221,009 -60%
AB
123
Amalgamated Bank
New York
$755K 143,307 +143,307 New
HSBC Holdings
124
HSBC Holdings
United Kingdom
$735K 136,605 +49,631 +57%
TAM
125
Tabor Asset Management
New York
$718K 136,199 +136,199 New
3 4
5
6 7