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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
151
Solidarity Wealth
Utah
$480K 76,000 +48,437 +176%
MIC
152
Means Investment Company
Maine
$478K 90,721 +30,222 +50%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$467K 88,556 -21,032 -19%
AF
154
Aldebaran Financial
$455K 85,828 -5,843 -6%
PFM
155
Parsec Financial Management
North Carolina
$452K 85,800 -24,200 -22%
AWA
156
Alta Wealth Advisors
Massachusetts
$451K 84,399 +84,399 New
ACM
157
Alpha Capital Management
Texas
$448K 85,030 +27,247 +47%
Principal Financial Group
158
Principal Financial Group
Iowa
$434K 82,409 +69,677 +547%
N
159
Natixis
France
$425K 78,551 -49,309 -39%
SAM
160
Stansberry Asset Management
Texas
$422K 80,024 -38,417 -32%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$403K 76,520 – –
PFO
162
PMC FIG Opportunities
Israel
$395K 75,000 +75,000 New
MKA
163
M. Kulyk & Associates
Georgia
$395K 74,901 – –
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
$388K 73,600 -290,200 -80%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$380K 72,108 +72,108 New
HAG
166
HighPoint Advisor Group
Illinois
$369K 62,535 +62,535 New
AWE
167
Avidian Wealth Enterprises
Texas
$368K 69,856 +69,856 New
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$367K 69,692 +14,125 +25%
VPIM
169
Vanguard Personalized Indexing Management
California
$364K 69,093 +16,215 +31%
KAS
170
Kestra Advisory Services
Texas
$361K 68,482 -8,425 -11%
SWM
171
Spire Wealth Management
Virginia
$361K 68,554 +68,554 New
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$359K 68,258 +12,312 +22%
AWM
173
AE Wealth Management
Kansas
$352K 66,814 +66,814 New
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$348K 62,639 +62,639 New
SLWA
175
San Luis Wealth Advisors
California
$338K 64,091 +4,087 +7%
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