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SoFi Technologies

233 hedge funds and large institutions have $6.03B invested in SoFi Technologies in 2021 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 68 increasing their positions, 15 reducing their positions, and 22 closing their positions.

Holders
233
Holders Change
+97
Holders Change %
+71.32%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.16%
New
120
Increased
68
Reduced
15
Closed
22
Calls
$340M
Puts
$492M
Net Calls
-$152M
Net Calls Change
-$171M
Name Market Value Shares Shares
Change
Shares
Change %
SEC
151
Seven Eight Capital
New York
$255K 13,325 +13,325 New
UR
152
USCA RIA
Texas
$249K 13,000 +13,000 New
WS
153
Wedbush Securities
California
$239K 12,460 -20,700 -62%
WIC
154
Woodmont Investment Counsel
Tennessee
$233K 12,150 +2,150 +22%
AF
155
Aldebaran Financial
$229K 12,300 +12,300 New
CW
156
CreativeOne Wealth
Kansas
$222K 11,600 +11,600 New
KAS
157
Kestra Advisory Services
Texas
$221K 11,515 +11,515 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$220K 11,463 +11,463 New
SFP
159
Sandbox Financial Partners
Maryland
$212K 11,062 +264 +2%
WMSA
160
Weiss Multi-Strategy Advisers
New York
$211K 11,000 +11,000 New
S
161
SignatureFD
Georgia
$197K 10,295
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$193K 10,033 +5,703 +132%
SAF
163
Smith Anglin Financial
Texas
$193K 10,046 +10,046 New
PCM
164
Parsons Capital Management
Rhode Island
$192K 10,000
EA
165
Emerald Advisors
Washington
$192K 10,000 +10,000 New
CHA
166
Cooper/Haims Advisors
New York
$192K 10,000 +10,000 New
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K 8,677 +5,275 +155%
EWM
168
Edge Wealth Management
New York
$106K 5,470
Asset Management One
169
Asset Management One
Japan
$83K 4,346 +4,346 New
PGWM
170
Parisi Gray Wealth Management
New Jersey
$81K 4,233 +4,233 New
CWC
171
Carolinas Wealth Consulting
North Carolina
$80K 4,175 +4,075 +4,075%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$61K 3,193 +3,193 New
APA
173
American Portfolios Advisors
New York
$53.7K 2,800
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$49K 2,562 -198 -7%
AA
175
Ancora Advisors
Ohio
$48K 2,500 +1,000 +67%