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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 %
RJA
101
Raymond James & Associates
Florida
$2.14M 267,305 -83,152 -24%
OSNBOA
102
Old Second National Bank of Aurora
Illinois
$2.1M 262,760 -15,269 -5%
NFSG
103
Newbridge Financial Services Group
Florida
$2.08M 259,983 -104,279 -29%
ASRS
104
Arizona State Retirement System
Arizona
$2.04M 255,082 +17,372 +7%
DI
105
DFPG Investments
Utah
$2.03M 297,003 +161,752 +120%
BC
106
Belmont Capital
California
$1.94M 242,350 – –
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$1.93M 241,700 – –
HighTower Advisors
108
HighTower Advisors
Illinois
$1.92M 239,510 +1,715 +0.7%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$1.89M 236,770 +169,855 +254%
MAM
110
Must Asset Management
South Korea
$1.88M 254,306 – –
STA
111
Summit Trail Advisors
New York
$1.81M 226,945 +275 +0.1%
Axa
112
Axa
France
$1.76M 220,000 -81,000 -27%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$1.75M 219,270 -1,520,154 -87%
American Century Companies
114
American Century Companies
Missouri
$1.72M 215,706 +20,378 +10%
AR
115
Advisory Research
Illinois
$1.69M 211,507 +80,188 +61%
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$1.61M 201,394 – –
Ameriprise
117
Ameriprise
Minnesota
$1.57M 196,898 -293,691 -60%
VanEck Associates
118
VanEck Associates
New York
$1.56M 194,590 -22,205 -10%
OC
119
Oppenheimer & Co
New York
$1.54M 192,238 +1,413 +0.7%
VVP
120
Venture Visionary Partners
Ohio
$1.5M 187,217 -3,092 -2%
SW
121
SVB Wealth
Massachusetts
$1.46M 182,201 +363 +0.2%
SWM
122
Spire Wealth Management
Virginia
$1.43M 178,882 -1,550 -0.9%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43M 178,620 +141,458 +381%
GCP
124
GSA Capital Partners
United Kingdom
$1.42M 177,793 +122,508 +222%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$1.41M 176,970 +40,020 +29%
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5
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