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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 Market Value Shares Shares
Change 		Shares
Change %
WS
201
Wedbush Securities
California
$248K 15,592 +3,132 +25%
AL
202
Aspiriant LLC
California
$248K 15,633 +15,633 New
BWFA
203
Baltimore-Washington Financial Advisors
Maryland
$246K 15,540 +15,540 New
CAM
204
Columbia Asset Management
Michigan
$238K 14,980 +14,980 New
EL
205
EMFO LLC
Florida
$238K 15,000 +15,000 New
SPC
206
Sigma Planning Corp
Michigan
$233K 14,693 +14,693 New
CPIG
207
Chicago Partners Investment Group
Illinois
$231K 10,040 +10,040 New
S
208
SignatureFD
Georgia
$228K 14,329 +4,034 +39%
EAM
209
Exos Asset Management
New York
$224K 14,132 -1,480 -9%
CAM
210
Cresset Asset Management
Illinois
$222K 14,000 +14,000 New
KAS
211
Kestra Advisory Services
Texas
$214K 13,505 +1,990 +17%
GG
212
Gofen & Glossberg
Illinois
$208K 13,075 +13,075 New
PCP
213
Proficio Capital Partners
Massachusetts
$206K 12,949 +12,949 New
CFA
214
Carroll Financial Associates
North Carolina
$205K 12,964 +11,964 +1,196%
RIA
215
Realta Investment Advisors
Delaware
$205K 12,884 +12,884 New
TRCT
216
Tower Research Capital (TRC)
New York
$203K 12,802 -121,129 -90%
DAS
217
Dynamic Advisor Solutions
Arizona
$202K 12,746 +12,746 New
KFP
218
KMG Fiduciary Partners
Ohio
$197K 12,384 +12,384 New
TCM
219
Tuttle Capital Management
Connecticut
$193K 12,142 +12,142 New
HCA
220
Harbour Capital Advisors
Virginia
$188K 11,825 +11,825 New
HI
221
Hudock Inc
Pennsylvania
$186K 11,723 +11,572 +7,664%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$185K 11,748 +1,715 +17%
XS
223
XR Securities
Illinois
$183K 11,512 +11,512 New
ACS
224
Archford Capital Strategies
Illinois
$175K 11,030 +11,030 New
Man Group
225
Man Group
United Kingdom
$168K 10,539 -10,947 -51%
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