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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 %
HCP
201
Hexagon Capital Partners
Arkansas
$10K 500 -1,500 -75%
CA
202
Crewe Advisors
Utah
$10K 500 – –
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K 500 – –
EWA
204
Evolution Wealth Advisors
Florida
$10K 500 – –
CFN
205
Cordasco Financial Network
Florida
$10K 500 +500 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$9K 464 – –
OIA
207
Optimum Investment Advisors
Illinois
$9K 450 +450 New
LFG
208
Larson Financial Group
Missouri
$9K 465 +465 New
PFSC
209
Peoples Financial Services Corp
Pennsylvania
$8K 400 – –
AF
210
Advisornet Financial
Minnesota
$8K 400 +140 +54%
CHA
211
Carmichael Hill & Associates
Maryland
$6K 300 +300 New
PA
212
Parallel Advisors
California
$5K 250 +225 +900%
SB
213
Strategic Blueprint
Georgia
$5K 266 +266 New
GRP
214
Global Retirement Partners
California
$4K 225 -75 -25%
RFA
215
Reilly Financial Advisors
California
$4K 217 +217 New
AWA
216
Arkadios Wealth Advisors
Georgia
$4K 250 +250 New
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$3K 150 +150 New
GAM
218
Gemmer Asset Management
California
$3K 150 +150 New
HPC
219
HM Payson & Co
Maine
$2K 100 – –
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$2K 80 +12 +18%
HNB
221
Huntington National Bank
Ohio
$2K 92 +92 New
HI
222
Hudock Inc
Pennsylvania
$2K 151 +100 +196%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$1K 50 – –
TCM
224
Tradewinds Capital Management
Washington
$1K 50 – –
BC
225
Burleson & Co
California
$1K 30 – –
7 8
9
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