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SoFi Technologies

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M
Name Market Value Shares Shares
Change
Shares
Change %
MKA
176
M. Kulyk & Associates
Georgia
$598K 74,901
SWP
177
Stratos Wealth Partners
Ohio
$594K 74,339 +32,861 +79%
BPA
178
Beacon Pointe Advisors
California
$587K 73,477 +13,097 +22%
MSRPS
179
Maryland State Retirement & Pension System
Maryland
$579K 72,493
OTL
180
Oak Thistle LLC
New York
$573K 71,659 +45,982 +179%
DADC
181
D.A. Davidson & Co
Montana
$573K 71,654 +1,092 +2%
HAI
182
Hennessy Advisors Inc
California
$559K 70,000 +70,000 New
Verition Fund Management
183
Verition Fund Management
Connecticut
$554K 69,298 -23,800 -26%
Corient Private Wealth
184
Corient Private Wealth
Florida
$541K 67,733 +10,210 +18%
HT
185
HAP Trading
New York
$536K 67,033 -8,328 -11%
AAS
186
Avantax Advisory Services
Texas
$534K 66,829 -315 -0.5%
SW
187
Solidarity Wealth
Utah
$531K 66,467
SA
188
Strategic Advocates
Utah
$522K 65,342 +65,342 New
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$514K 64,287 -4,850 -7%
Wellington Management Group
190
Wellington Management Group
Massachusetts
$510K 63,870 +13,109 +26%
ASN
191
Advisory Services Network
Georgia
$508K 63,560 +1,759 +3%
CIG
192
Consolidated Investment Group
Colorado
$503K 63,000
YDMI
193
Y.D. More Investments
Israel
$497K 62,207
SLWA
194
San Luis Wealth Advisors
California
$487K 60,982 +286 +0.5%
QCM
195
Quantinno Capital Management
New York
$475K 59,442 +59,442 New
KAS
196
Kestra Advisory Services
Texas
$465K 58,250 -4,778 -8%
HI
197
Harbour Investments
Wisconsin
$461K 57,640 +3,727 +7%
MIC
198
Means Investment Company
Maine
$447K 55,969 -1,523 -3%
QT
199
Quantamental Technologies
New York
$441K 55,159 +55,159 New
AWA
200
Alta Wealth Advisors
Massachusetts
$433K 54,149 -3,150 -5%