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SoFi Technologies
SOFI

Overview Fund Activity

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$30.2M
2
Millennium Management
2
Millennium Management
New York
$35.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$23.9M
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.28M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
126
Capital Fund Management (CFM)
France
$1.05M 172,802 +172,802 New
SO
127
STRS Ohio
Ohio
$1.04M 171,550 +171,550 New
RIA
128
Regal Investment Advisors
Michigan
$988K 162,840 +135,374 +493%
TCM
129
Triumph Capital Management
Colorado
$982K 161,834 -151,109 -48%
SWM
130
Spire Wealth Management
Virginia
$954K 157,132 +25,900 +20%
ACM
131
Alpha Capital Management
Texas
$951K 206,367 – –
VF
132
Virtu Financial
New York
$945K 155,728 +155,728 New
BRWA
133
B. Riley Wealth Advisors
Florida
$911K 150,104 +6,712 +5%
TC
134
TownSquare Capital
Utah
$886K 146,029 -236,828 -62%
URS
135
Utah Retirement Systems
Utah
$873K 143,800 +1,500 +1%
Deutsche Bank
136
Deutsche Bank
Germany
$868K 143,061 +23,236 +19%
PWM
137
Perigon Wealth Management
California
$864K 142,375 +117,813 +480%
TIMH
138
Tilt Investment Management Holdings
New York
$850K 147,552 – –
VOYA Investment Management
139
VOYA Investment Management
Georgia
$829K 136,592 +8,336 +6%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$819K 134,924 +18,659 +16%
CG
141
Colony Group
Massachusetts
$815K 134,187 -157 -0.1%
PAG
142
Private Advisor Group
New Jersey
$808K 133,131 -35,706 -21%
AB
143
Amalgamated Bank
New York
$784K 129,102 -20,118 -13%
ASGS
144
Alpha Square Group S
New York
$775K 127,674 -50,000 -28%
PMEF
145
Point72 Middle East FZE
United Arab Emirates
$750K 123,610 -128,772 -51%
AWAU
146
Alliance Wealth Advisors (Utah)
Utah
$739K 121,825 – –
MIA
147
MMBG Investment Advisors
Florida
$730K 120,280 – –
EMG
148
ETF Managers Group
New Jersey
$728K 119,877 +119,877 New
YDMI
149
Y.D. More Investments
Israel
$702K 115,594 -2,000 -2%
NA
150
NewEdge Advisors
Louisiana
$696K 114,590 +84,124 +276%
4 5
6
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