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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Market Value Shares Shares
Change
Shares
Change %
SO
151
STRS Ohio
Ohio
$916K 114,674 +114,674 New
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$906K 113,429 +6,429 +6%
AWM
153
AE Wealth Management
Kansas
$892K 111,637 +19,766 +22%
Stifel Financial
154
Stifel Financial
Missouri
$884K 110,696 -21,229 -16%
KIG
155
Kennedy Investment Group
New Jersey
$882K 110,400 +20,000 +22%
PAM
156
Pegasus Asset Management
New York
$872K 109,143 +4,064 +4%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$846K 105,903 +105,903 New
JPMPWA
158
J.P. Morgan Private Wealth Advisors
California
$842K 105,335 -221,252 -68%
KA
159
Kovack Advisors
Florida
$803K 100,557 +3,430 +4%
DnB Asset Management
160
DnB Asset Management
Norway
$789K 98,741 +98,741 New
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$772K 96,572 +56,914 +144%
Victory Capital Management
162
Victory Capital Management
Texas
$767K 96,052 +12,741 +15%
PFS
163
Prospera Financial Services
Texas
$750K 93,914 +793 +0.9%
CAWM
164
Capital Advisors Wealth Management
Washington
$743K 93,013 +11,405 +14%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$723K 90,446 +2,579 +3%
PAG
166
Private Advisor Group
New Jersey
$720K 90,113 -16,595 -16%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$681K 85,290 +35,750 +72%
WWM
168
Wolff Wiese Magana
California
$673K 84,260 -31,086 -27%
MC
169
Matisse Capital
Oregon
$664K 83,120 -10,544 -11%
Canada Life
170
Canada Life
Manitoba, Canada
$657K 82,260 +47,424 +136%
VF
171
VitalStone Financial
Texas
$642K 92,450 +50,155 +119%
PIA
172
Perennial Investment Advisors
California
$632K 79,145 +2,075 +3%
MMA
173
Miracle Mile Advisors
California
$626K 78,350 -20 -0%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$624K 78,115 -50,122 -39%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$611K 76,520