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SoFi Technologies
SOFI

Overview Fund Activity

306 hedge funds and large institutions have $5.56B invested in SoFi Technologies in 2021 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 107 increasing their positions, 26 reducing their positions, and 68 closing their positions.

Holders
306
Holders Change
+73
Holders Change %
+31.33%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
144
Increased
107
Reduced
26
Closed
68
Calls
$366M
Puts
$406M
Net Calls
-$39.5M
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M
2
BlackRock
2
BlackRock
New York
$216M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$85.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$71.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119M

Top Sellers

1
TP
1
Third Point
New York
$0
2
DCP
2
Durable Capital Partners
Maryland
$57.1M
3
IVMX
3
Institutional Venture Management XIV
California
$0
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
151
Newbridge Financial Services Group
Florida
$564K 35,525 +13,025 +58%
PI
152
Parkside Investments
Illinois
$555K 35,000 +35,000 New
LNC
153
Lincoln National Corp
Pennsylvania
$551K 34,722 +16,875 +95%
VPIM
154
Vanguard Personalized Indexing Management
California
$513K 32,303 +32,303 New
NA
155
NewEdge Advisors
Louisiana
$509K 32,056 -1,310 -4%
CC
156
Cypress Capital
Tennessee
$505K 31,831 +29,722 +1,409%
GIA
157
Gladstone Institutional Advisory
Florida
$504K 31,711 +31,711 New
CC
158
Centiva Capital
New York
$503K 31,680 +31,680 New
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$498K 31,372 +17,928 +133%
OIA
160
OneDigital Investment Advisors
Kansas
$487K 30,653 +16,503 +117%
LMGAM
161
Liberty Mutual Group Asset Management
Massachusetts
$474K 29,845 -55,429 -65%
DC
162
Davenport & Co
Virginia
$472K 29,740 +4,020 +16%
ACM
163
Alpha Capital Management
Texas
$433K 27,236 -6,570 -19%
BWM
164
Bulltick Wealth Management
Florida
$431K 27,147 +27,147 New
SC
165
Shay Capital
New York
$429K 27,013 +26,013 +2,601%
AFAS
166
Acorn Financial Advisory Services
Virginia
$421K 26,528 +26,528 New
GC
167
Garde Capital
Washington
$397K 24,974 -6,406 -20%
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$391K 24,596 +24,596 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$385K 24,250 +9,000 +59%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$382K 24,081 +24,081 New
BIM
171
Bridgecreek Investment Management
Oklahoma
$373K 23,500 +23,500 New
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$373K 23,518 +23,518 New
ASN
173
Advisory Services Network
Georgia
$365K 23,012 +2,067 +10%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$354K 22,305 +800 +4%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$343K 21,563 +18,370 +575%
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