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SoFi Technologies
SOFI

Overview Fund Activity

443 hedge funds and large institutions have $6.69B invested in SoFi Technologies in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 161 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+137
Holders Change %
+44.77%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
188
Increased
161
Reduced
58
Closed
51
Calls
$441M
Puts
$610M
Net Calls
-$169M
Net Calls Change
-$130M

Top Buyers

1
BlackRock
BlackRock
New York
$352M
2
Artisan Partners
Artisan Partners
Wisconsin
$110M
3
Vanguard Group
Vanguard Group
Pennsylvania
$844M
4
State Street
State Street
Massachusetts
$93.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$68.8M

Top Sellers

1
SLG
Silver Lake Group
California
$493M
2
DCP
Durable Capital Partners
Maryland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$49M
4
GC
GPI Capital
New York
$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
201
NewEdge Wealth
Pennsylvania
$743K +$743K +47,000 New
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$728K +$345K +21,797 +90%
KBC Group
203
KBC Group
Belgium
$726K +$726K +45,893 New
Daiwa Securities Group
204
Daiwa Securities Group
Japan
$696K -$4.05M -256,010 -85%
PCM
205
Prana Capital Management
Connecticut
$687K +$687K +43,439 New
IA
206
Insight Advisors
Pennsylvania
$678K +$270K +17,065 +66%
CNFG
207
Creegan & Nassoura Financial Group
New Hampshire
$673K – – –
SM
208
Sciencast Management
New Jersey
$673K +$673K +45,600 New
DCM
209
Dupont Capital Management
Delaware
$671K +$671K +42,458 New
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$625K +$333K +21,105 +114%
EMPI
211
Elo Mutual Pension Insurance
Finland
$616K +$616K +38,969 New
Nordea Investment Management
212
Nordea Investment Management
Sweden
$610K +$610K +37,596 New
WBC
213
Westpac Banking Corp
Australia
$605K +$605K +38,246 New
PCM
214
Penserra Capital Management
California
$561K -$257K -16,276 -31%
HCM
215
Highlander Capital Management
New Jersey
$561K +$395K +25,000 +238%
MIAN
216
Mariner Independent Advisor Network
Kansas
$537K -$45.7K -2,919 -8%
FAM
217
Fred Alger Management
New York
$537K +$537K +33,960 New
VFA
218
Valeo Financial Advisors
Indiana
$527K +$189K +11,971 +56%
PCM
219
Prelude Capital Management
New York
$522K -$84.8K -5,360 -14%
OIA
220
OneDigital Investment Advisors
Kansas
$516K +$31.5K +1,994 +7%
MIM
221
Moseley Investment Management
Florida
$488K +$488K +30,877 New
WWM
222
Wolff Wiese Magana
California
$488K +$488K +30,877 New
PBCM
223
Point Break Capital Management
Florida
$483K +$483K +30,540 New
DC
224
Davenport & Co
Virginia
$480K +$9.49K +600 +2%
VWA
225
V Wealth Advisors
Kansas
$480K +$480K +30,370 New
7 8
9
10 11