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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIG
176
Consolidated Investment Group
Colorado
$332K 63,000 – –
MSRPS
177
Maryland State Retirement & Pension System
Maryland
$322K 61,186 +61,186 New
BRWA
178
B. Riley Wealth Advisors
Florida
$320K 60,656 -2,806 -4%
MHS
179
M Holdings Securities
Oregon
$310K 58,900 -12,300 -17%
VFA
180
Valeo Financial Advisors
Indiana
$301K 57,131 +467 +0.8%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$295K 55,897 -347,157 -86%
CW
182
CreativeOne Wealth
Kansas
$290K 55,028 +37,229 +209%
BWM
183
Bulltick Wealth Management
Florida
$276K 52,380 +52,380 New
LNC
184
Lincoln National Corp
Pennsylvania
$275K 52,149 -4,633 -8%
ProShare Advisors
185
ProShare Advisors
Maryland
$273K 51,887 -3,025 -6%
SWP
186
Stratos Wealth Partners
Ohio
$270K 51,248 +4,000 +8%
KPWS
187
Kestra Private Wealth Services
Texas
$264K 50,136 -9,200 -16%
CPM
188
Connective Portfolio Management
New York
$264K 50,000 +50,000 New
Russell Investments Group
189
Russell Investments Group
United Kingdom
$261K 49,778 +49,778 New
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$252K 47,760 +18,054 +61%
APP
191
Alpha Paradigm Partners
Illinois
$244K 46,369 +20,982 +83%
Verition Fund Management
192
Verition Fund Management
Connecticut
$241K 45,640 +30,742 +206%
BC
193
Bartlett & Co
Ohio
$236K 44,775 +44,775 New
BCWM
194
Bartlett & Co Wealth Management
Ohio
$236K 44,775 +44,775 New
SW
195
SVB Wealth
Massachusetts
$235K 44,511 +924 +2%
CIM
196
CIM Investment Management
Pennsylvania
$233K 44,133 -229 -0.5%
CWMU
197
Caliber Wealth Management (Utah)
Utah
$231K 43,851 +43,851 New
VWM
198
Vigilare Wealth Management
Arizona
$230K 43,623 -38,278 -47%
PFS
199
Prospera Financial Services
Texas
$228K 43,208 +21,323 +97%
KAH
200
Kathryn A. Hall
$228K 43,444 +43,444 New
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