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SoFi Technologies
SOFI

Overview Fund Activity

306 hedge funds and large institutions have $5.56B invested in SoFi Technologies in 2021 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 107 increasing their positions, 26 reducing their positions, and 68 closing their positions.

Holders
306
Holders Change
+73
Holders Change %
+31.33%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
144
Increased
107
Reduced
26
Closed
68
Calls
$366M
Puts
$406M
Net Calls
-$39.5M
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M
2
BlackRock
2
BlackRock
New York
$216M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$85.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$71.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119M

Top Sellers

1
TP
1
Third Point
New York
$0
2
DCP
2
Durable Capital Partners
Maryland
$57.1M
3
IVMX
3
Institutional Venture Management XIV
California
$0
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
176
California State Teachers Retirement System (CalSTRS)
California
$343K +$343K +21,616 New
RA
177
Resolute Advisors
California
$342K +$315K +19,827 +1,157%
VFA
178
Valeo Financial Advisors
Indiana
$339K +$104K +6,538 +44%
GAM
179
Griffin Asset Management
New York
$338K -$54.7K -3,438 -14%
VCM
180
Vivaldi Capital Management
Illinois
$331K -$15.9K -1,000 -5%
OPS
181
Orion Portfolio Solutions
Nebraska
$328K +$103K +6,500 +46%
SSB
182
Sandy Spring Bank
Maryland
$325K +$306K +19,306 +1,644%
SCA
183
Snowden Capital Advisors
New York
$321K +$26.8K +1,687 +9%
BCM
184
BlueCrest Capital Management
Jersey
$317K +$317K +19,990 New
SHWM
185
Silicon Hills Wealth Management
Texas
$314K – – –
AWM
186
AE Wealth Management
Kansas
$313K +$313K +19,716 New
TCA
187
Transcend Capital Advisors
New Jersey
$306K +$306K +15,325 New
AF
188
Aldebaran Financial
$302K +$106K +6,700 +54%
KA
189
Kovack Advisors
Florida
$300K +$46.9K +2,951 +19%
1WA
190
180 Wealth Advisors
Washington
$297K +$297K +15,300 New
SPIA
191
Steward Partners Investment Advisory
New York
$296K +$55.7K +3,500 +23%
PCM
192
Pointe Capital Management
Michigan
$294K +$294K +18,490 New
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$293K +$293K +18,457 New
IMRF
194
Illinois Municipal Retirement Fund
Illinois
$292K +$292K +18,403 New
GVAG
195
Great Valley Advisor Group
Delaware
$292K +$292K +18,432 New
Bank Julius Baer & Co
196
Bank Julius Baer & Co
Switzerland
$289K +$289K +18,201 New
OPWM
197
Oxinas Partners Wealth Management
Indiana
$278K +$55.9K +3,523 +25%
SWM
198
Stockman Wealth Management
Montana
$277K +$277K +17,424 New
EMFAT
199
Emerald Mutual Fund Advisers Trust
Pennsylvania
$259K -$7.1M -446,970 -96%
BAM
200
Belpointe Asset Management
Nevada
$254K +$254K +15,950 New
6 7
8
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