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SoFi Technologies
SOFI

Overview Fund Activity

489 hedge funds and large institutions have $1.66B invested in SoFi Technologies in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 116 reducing their positions, and 49 closing their positions.

Holders
489
Holders Change
+23
Holders Change %
+4.94%
% of All Funds
8.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
79
Increased
181
Reduced
116
Closed
49
Calls
$185M
Puts
$234M
Net Calls
-$49.4M
Net Calls Change
+$91.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$56.7M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$50.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$326M
4
Citigroup
4
Citigroup
New York
$23.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.9M

Top Sellers

1
SoftBank Group
1
SoftBank Group
Japan
$0
2
Coatue Management
2
Coatue Management
New York
$40.3M
3
BC
3
BIT Capital
Germany
$4.65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$845K
5
SC
5
Sculptor Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$393K 80,565 +10,873 +16%
SAM
177
Stansberry Asset Management
Texas
$388K 79,505 -519 -0.6%
AWA
178
Alta Wealth Advisors
Massachusetts
$387K 79,399 -5,000 -6%
MMA
179
Miracle Mile Advisors
California
$382K 78,350 +78,350 New
CAWM
180
Capital Advisors Wealth Management
Washington
$375K 76,898 +62,040 +418%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$373K 76,520 – –
MKA
182
M. Kulyk & Associates
Georgia
$366K 74,901 – –
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$352K 72,108 – –
KAS
184
Kestra Advisory Services
Texas
$351K 71,875 +3,393 +5%
AWM
185
AE Wealth Management
Kansas
$350K 71,699 +4,885 +7%
KAH
186
Kathryn A. Hall
$336K 68,944 +25,500 +59%
VPIM
187
Vanguard Personalized Indexing Management
California
$325K 66,580 -2,513 -4%
SLWA
188
San Luis Wealth Advisors
California
$314K 64,296 +205 +0.3%
American Century Companies
189
American Century Companies
Missouri
$312K 63,988 +48,223 +306%
CIG
190
Consolidated Investment Group
Colorado
$307K 63,000 – –
IAIM
191
International Assets Investment Management
Florida
$277K 56,660 -3,640 -6%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$268K 55,014 -7,625 -12%
MHS
193
M Holdings Securities
Oregon
$266K 54,503 -4,397 -7%
ProShare Advisors
194
ProShare Advisors
Maryland
$266K 54,508 +2,621 +5%
VFA
195
Valeo Financial Advisors
Indiana
$264K 54,146 -2,985 -5%
LNC
196
Lincoln National Corp
Pennsylvania
$259K 52,961 +812 +2%
VWM
197
Vigilare Wealth Management
Arizona
$257K 52,653 +9,030 +21%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$254K 52,079 -16,179 -24%
BWM
199
Bulltick Wealth Management
Florida
$249K 51,040 -1,340 -3%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$241K 49,406 +1,646 +3%
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