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SoFi Technologies
SOFI

Overview Fund Activity

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M
3
Millennium Management
3
Millennium Management
New York
$53.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$45.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$115M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$585K
5
Norges Bank
5
Norges Bank
Norway
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$1.31M 131,385 -7,103 -5%
AWAU
152
Alliance Wealth Advisors (Utah)
Utah
$1.21M 121,880 – –
BRWA
153
B. Riley Wealth Advisors
Florida
$1.2M 120,648 -6,488 -5%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$1.2M 120,106 +120,106 New
Victory Capital Management
155
Victory Capital Management
Texas
$1.19M 119,488 +23,436 +24%
Verition Fund Management
156
Verition Fund Management
Connecticut
$1.17M 117,969 +48,671 +70%
KA
157
Kovack Advisors
Florida
$1.17M 117,813 +17,256 +17%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$1.16M 122,009 +122,009 New
VOYA Investment Management
159
VOYA Investment Management
Georgia
$1.16M 116,899 +617 +0.5%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$1.16M 116,647 +3,218 +3%
CA
161
Cetera Advisors
Colorado
$1.16M 116,098 -4,426 -4%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.13M 113,040 +27,750 +33%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$1.11M 111,550 +58,044 +108%
KIG
164
Kennedy Investment Group
New Jersey
$1.11M 111,400 +1,000 +0.9%
SWP
165
Stratos Wealth Partners
Ohio
$1.11M 111,164 +36,825 +50%
JAM
166
Jupiter Asset Management
United Kingdom
$1.09M 110,049 -59,536 -35%
AQR Capital Management
167
AQR Capital Management
Connecticut
$1.07M 107,483 +107,483 New
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$1.05M 105,903 – –
BPA
169
Beacon Pointe Advisors
California
$1.04M 104,123 +30,646 +42%
Stifel Financial
170
Stifel Financial
Missouri
$1.02M 102,501 -8,195 -7%
Wolverine Trading
171
Wolverine Trading
Illinois
$1.01M 101,867 +101,867 New
PFO
172
PMC FIG Opportunities
Israel
$995K 100,000 +100,000 New
CAWM
173
Capital Advisors Wealth Management
Washington
$989K 99,363 +6,350 +7%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$987K 99,164 -520,526 -84%
SO
175
STRS Ohio
Ohio
$982K 98,778 -15,896 -14%
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