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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 %
WWM
151
Wolff Wiese Magana
California
$687K 113,189 -1,221 -1%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$666K 109,678 +30,448 +38%
IAIM
153
International Assets Investment Management
Florida
$665K 109,580 -15,330 -12%
PFO
154
Pathstone Family Office
New Jersey
$656K 112,923 -295,883 -72%
HF
155
HRT Financial
New York
$654K 107,888 +107,888 New
BCM
156
Bluefin Capital Management
New York
– – -361,595 Closed
PAM
157
Pegasus Asset Management
New York
$635K 104,558 +1,110 +1%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$634K 104,500 +54,200 +108%
First Trust Advisors
159
First Trust Advisors
Illinois
$620K 102,072 -128,081 -56%
PFS
160
Prospera Financial Services
Texas
$616K 101,433 +24,513 +32%
IP
161
Interval Partners
New York
$608K 100,088 +100,088 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$590K 97,220 -2,008 -2%
KA
163
Kovack Advisors
Florida
$578K 95,264 +11,383 +14%
WDL
164
Well Done LLC
Michigan
$572K 94,161 +81,446 +641%
MC
165
Matisse Capital
Oregon
$568K 93,594 -3,800 -4%
KIG
166
Kennedy Investment Group
New Jersey
$549K 90,400 – –
PIA
167
Perennial Investment Advisors
California
$536K 88,330 +53,984 +157%
Wellington Management Group
168
Wellington Management Group
Massachusetts
$518K 85,299 +85,299 New
Victory Capital Management
169
Victory Capital Management
Texas
$518K 85,259 +4,653 +6%
KWM
170
Kingsview Wealth Management
Oregon
$489K 80,618 +80,618 New
Principal Financial Group
171
Principal Financial Group
Iowa
$486K 80,078 +3,007 +4%
MMA
172
Miracle Mile Advisors
California
$476K 78,350 – –
Holocene Advisors
173
Holocene Advisors
New York
$474K 78,125 +78,125 New
FWP
174
Firethorn Wealth Partners
Georgia
$472K 86,214 -16,862 -16%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$464K 76,520 – –
5 6
7
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