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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 %
KOCAA
126
Knights of Columbus Asset Advisors
Connecticut
$2M 201,394 – –
DnB Asset Management
127
DnB Asset Management
Norway
$1.94M 195,427 +96,686 +98%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$1.94M 194,835 +17,865 +10%
PAG
129
Private Advisor Group
New Jersey
$1.91M 191,823 +101,710 +113%
VanEck Associates
130
VanEck Associates
New York
$1.91M 191,593 -2,997 -2%
HighTower Advisors
131
HighTower Advisors
Illinois
$1.84M 185,370 -54,140 -23%
JFG
132
Jefferies Financial Group
New York
$1.84M 185,001 +184,750 +73,606%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.81M 181,911 +3,291 +2%
Vontobel Holding
134
Vontobel Holding
Switzerland
$1.79M 179,725 +25,765 +17%
BCM
135
Bayesian Capital Management
New York
$1.79M 179,534 -281,166 -61%
MOS
136
MGO One Seven
Ohio
$1.78M 179,150 +2,383 +1%
WDL
137
Well Done LLC
Michigan
$1.72M 172,853 – –
AG
138
Algert Global
California
$1.68M 168,550 +29,000 +21%
AR
139
Advisory Research
Illinois
$1.68M 168,495 -43,012 -20%
CAN
140
Cetera Advisor Networks
California
$1.67M 167,923 -3,965 -2%
LA
141
LM Advisors
California
$1.67M 167,854 +167,854 New
AFAS
142
Acorn Financial Advisory Services
Virginia
$1.6M 160,312 -321,656 -67%
URS
143
Utah Retirement Systems
Utah
$1.59M 159,400 +1,700 +1%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$1.56M 156,800 +22,900 +17%
FWP
145
Firethorn Wealth Partners
Georgia
$1.5M 151,216 +20,408 +16%
RMCM
146
Reynders McVeigh Capital Management
Massachusetts
$1.47M 147,808 +123,234 +501%
SPIA
147
Steward Partners Investment Advisory
New York
$1.42M 142,534 +113,100 +384%
Truist Financial
148
Truist Financial
North Carolina
$1.35M 135,268 -24,800 -15%
Creative Planning
149
Creative Planning
Kansas
$1.34M 135,157 -345,839 -72%
SWM
150
Spire Wealth Management
Virginia
$1.32M 176,132 -2,750 -2%
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