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SoFi Technologies
SOFI

Overview Fund Activity

233 hedge funds and large institutions have $6.03B invested in SoFi Technologies in 2021 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 68 increasing their positions, 15 reducing their positions, and 22 closing their positions.

Holders
233
Holders Change
+97
Holders Change %
+71.32%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.16%
New
120
Increased
68
Reduced
15
Closed
22
Calls
$340M
Puts
$492M
Net Calls
-$152M
Net Calls Change
-$171M

Top Buyers

1
SoftBank Group
1
SoftBank Group
Japan
$2.26B
2
SLG
2
Silver Lake Group
California
$738M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$738M
4
TP
4
Third Point
New York
$554M
5
DCP
5
Durable Capital Partners
Maryland
$232M

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$0
2
AC
2
Athanor Capital
New York
$0
3
APC
3
Alta Park Capital
California
$0
4
N
4
Natixis
France
$0
5
RCM
5
Ratan Capital Management
Florida
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
176
Next Financial Group
Texas
$47K 2,446 +600 +33%
RCA
177
Ranch Capital Advisors
Florida
$45K 2,390 – –
CC
178
Cypress Capital
Tennessee
$40K 2,109 +2,109 New
WWM
179
Wagner Wealth Management
South Carolina
$38K 2,000 – –
SWA
180
SOA Wealth Advisors
New York
$38K 2,000 +2,000 New
BWP
181
Baldwin Wealth Partners
Massachusetts
$29K 1,500 – –
MAWCM
182
Mine & Arao Wealth Creation & Management
California
$27K 1,400 +1,400 New
NC
183
NewSquare Capital
Pennsylvania
$25K 1,300 +100 +8%
CAM
184
CenterStar Asset Management
Illinois
– – – –
SSB
185
Sandy Spring Bank
Maryland
$23K 1,174 – –
NL
186
NVWM LLC
Pennsylvania
$22K 1,135 – –
Schroder Investment Management Group
187
Schroder Investment Management Group
United Kingdom
$21K 1,083 +1,083 New
IA
188
IFP Advisors
Florida
$20K 1,000 +300 +43%
TFA
189
Toth Financial Advisory
Virginia
$19K 1,000 – –
US Bancorp
190
US Bancorp
Minnesota
$19K 1,000 – –
FHA
191
First Horizon Advisors
Tennessee
$19K 1,025 – –
SC
192
Shay Capital
New York
$19K 1,000 +1,000 New
CFA
193
Carroll Financial Associates
North Carolina
$19K 1,000 +1,000 New
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$17K 900 +900 New
RE
195
RBC Europe
United Kingdom
$13.4K 700 – –
CA
196
Clearstead Advisors
Ohio
$12K 640 -1,860 -74%
FWM
197
Focused Wealth Management
New York
$12K 650 +400 +160%
TFS
198
TrustCore Financial Services
Tennessee
$12K 605 +605 New
SIC
199
Salem Investment Counselors
North Carolina
$11K 550 – –
QCG
200
Quadrant Capital Group
Ohio
$11K 560 +560 New
6 7
8
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