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SoFi Technologies
SOFI

Overview Fund Activity

440 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, 183 increasing their positions, 90 reducing their positions, and 102 closing their positions.

Holders
440
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
6.96%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
106
Increased
183
Reduced
90
Closed
102
Calls
$409M
Puts
$530M
Net Calls
-$120M
Net Calls Change
+$48.8M

Top Buyers

1
RCM
1
Riverwood Capital Management
California
$208M
2
Goldman Sachs
2
Goldman Sachs
New York
$69.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.4M
5
Barclays
5
Barclays
United Kingdom
$20.1M

Top Sellers

1
SoftBank Group
1
SoftBank Group
Japan
$900M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$277M
4
Franklin Resources
4
Franklin Resources
California
$109K
5
BlackRock
5
BlackRock
New York
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
126
Once Capital Management
New York
$1.2M 126,700 +126,700 New
CTC
127
Central Trust Company
Missouri
$1.18M 124,615 +10,271 +9%
Canada Life
128
Canada Life
Manitoba, Canada
$1.18M 117,886 -4,684 -4%
CCA
129
Catalyst Capital Advisors
New York
$1.16M 122,480 – –
CAN
130
Cetera Advisor Networks
California
$1.14M 120,613 +51,575 +75%
MIA
131
MMBG Investment Advisors
Florida
$1.14M 120,280 +93,130 +343%
SAM
132
Stansberry Asset Management
Texas
$1.12M 118,441 +7,160 +6%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$1.06M 112,323 +10,460 +10%
PFM
134
Parsec Financial Management
North Carolina
$1.04M 110,000 +110,000 New
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$1.04M 109,588 +9,959 +10%
PAM
136
Pegasus Asset Management
New York
$1.01M 107,182 +3,541 +3%
Truist Financial
137
Truist Financial
North Carolina
$977K 103,311 +36,929 +56%
TWC
138
TD Waterhouse Canada
Ontario, Canada
$971K 88,045 -155,522 -64%
PFO
139
Pathstone Family Office
New Jersey
$966K 102,206 -82,354 -45%
ACM
140
AlphaStar Capital Management
North Carolina
$958K 101,334 +39,072 +63%
SLWA
141
San Luis Wealth Advisors
California
$949K 60,004 – –
Nomura Asset Management
142
Nomura Asset Management
Japan
$939K 99,400 – –
CRC
143
Curi RMB Capital
Illinois
$937K 99,140 – –
MIAN
144
Mariner Independent Advisor Network
Kansas
$929K 98,802 +64,529 +188%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$925K 97,829 +23,565 +32%
Invesco
146
Invesco
Georgia
$880K 93,106 +1,339 +1%
Aviva
147
Aviva
United Kingdom
$867K 91,777 +91,777 New
AF
148
Aldebaran Financial
$866K 91,671 +29,450 +47%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$823K 86,974 -48,887 -36%
SG Americas Securities
150
SG Americas Securities
New York
$808K 85,461 -90,176 -51%
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