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SoFi Technologies
SOFI

Overview Fund Activity

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M
3
Millennium Management
3
Millennium Management
New York
$53.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$45.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$115M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$585K
5
Norges Bank
5
Norges Bank
Norway
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OSNBOA
101
Old Second National Bank of Aurora
Illinois
$3.17M 318,367 +55,607 +21%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$3.11M 312,170 +92,900 +42%
AHC
103
Anderson Hoagland & Co
Missouri
$3.1M 401,001 – –
NA
104
NewEdge Advisors
Louisiana
$3.08M 330,104 +5,709 +2%
RJA
105
Raymond James & Associates
Florida
$2.98M 299,650 +32,345 +12%
NFSG
106
Newbridge Financial Services Group
Florida
$2.92M 293,948 +33,965 +13%
JF
107
Jump Financial
Illinois
$2.91M 292,392 +292,392 New
TCM
108
Triumph Capital Management
Colorado
$2.89M 290,243 +113,953 +65%
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
$2.89M 347,405 +332,124 +2,173%
DI
110
DFPG Investments
Utah
$2.68M 321,940 +24,937 +8%
ACM
111
Aquatic Capital Management
Illinois
$2.61M 261,800 +261,800 New
ASRS
112
Arizona State Retirement System
Arizona
$2.51M 252,318 -2,764 -1%
CF
113
Convergence Financial
Missouri
$2.49M 250,010 +250,010 New
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$2.44M 245,021 +8,251 +3%
STA
115
Summit Trail Advisors
New York
$2.42M 243,069 +16,124 +7%
BC
116
Belmont Capital
California
$2.41M 242,350 – –
ACA
117
Aptus Capital Advisors
Alabama
$2.38M 238,728 +238,728 New
SLC
118
Second Line Capital
Louisiana
$2.36M 237,546 +237,546 New
SEC
119
Seven Eight Capital
New York
$2.34M 235,103 +235,103 New
American Century Companies
120
American Century Companies
Missouri
$2.27M 228,088 +12,382 +6%
Ameriprise
121
Ameriprise
Minnesota
$2.25M 226,332 +29,434 +15%
Renaissance Technologies
122
Renaissance Technologies
New York
$2.24M 224,800 +224,800 New
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$2.19M 219,700 -22,000 -9%
OC
124
Oppenheimer & Co
New York
$2.04M 205,105 +12,867 +7%
Deutsche Bank
125
Deutsche Bank
Germany
$2.01M 201,931 +161,382 +398%
3 4
5
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