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SoFi Technologies
SOFI

Overview Fund Activity

466 hedge funds and large institutions have $2.14B invested in SoFi Technologies in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 157 increasing their positions, 109 reducing their positions, and 92 closing their positions.

Holders
466
Holders Change
+26
Holders Change %
+5.91%
% of All Funds
7.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
122
Increased
157
Reduced
109
Closed
92
Calls
$233M
Puts
$374M
Net Calls
-$141M
Net Calls Change
-$20.7M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$76.6M
2
BlackRock
2
BlackRock
New York
$163M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M
4
State Street
4
State Street
Massachusetts
$61.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$8.66M
2
RCM
2
Riverwood Capital Management
California
$40.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.96M
5
BBP
5
Banco BTG Pactual
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CNFG
201
Creegan & Nassoura Financial Group
New Hampshire
$223K 42,250 -300 -0.7%
URS
202
Utah Retirement Systems
Utah
$220K 41,600 +41,600 New
TCWM
203
Total Clarity Wealth Management
Illinois
$213K 40,440 -16,650 -29%
CG
204
Cutler Group
California
$209K 39,740 -221,886 -85%
OIA
205
OneDigital Investment Advisors
Kansas
$209K 39,665 +3,081 +8%
MIM
206
Moseley Investment Management
Florida
$201K 38,083 +4,799 +14%
HCM
207
Highlander Capital Management
New Jersey
$198K 37,500 -8,825 -19%
IGGA
208
Iron Gate Global Advisors
Utah
$196K 37,279 – –
WIC
209
Woodmont Investment Counsel
Tennessee
$196K 37,122 +10,000 +37%
HI
210
Harbour Investments
Wisconsin
$196K 37,225 +37,225 New
SSB
211
Sandy Spring Bank
Maryland
$194K 36,676 -41,604 -53%
FWM
212
Foresight Wealth Management
Utah
$194K 36,845 +24,348 +195%
Prudential Financial
213
Prudential Financial
New Jersey
$191K 34,469 +34,469 New
PCM
214
Penserra Capital Management
California
$189K 36,125 +3,758 +12%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$189K 35,786 +4,762 +15%
WS
216
Wedbush Securities
California
$188K 35,607 +35,607 New
Korea Investment Corp
217
Korea Investment Corp
South Korea
$187K 35,530 -22,970 -39%
VWA
218
V Wealth Advisors
Kansas
$178K 33,779 +33,779 New
AFG
219
Albion Financial Group
Utah
$173K 32,830 +28,589 +674%
CAM
220
Cresset Asset Management
Illinois
$169K 32,102 -624 -2%
RIA
221
Regal Investment Advisors
Michigan
$168K 31,886 +3,623 +13%
FA
222
Fortis Advisors
Pennsylvania
$168K 31,900 +17,800 +126%
DC
223
Davenport & Co
Virginia
$166K 31,535 -4,095 -11%
AWA
224
Arkadios Wealth Advisors
Georgia
$165K 31,329 +23,658 +308%
TRCT
225
Tower Research Capital (TRC)
New York
$165K 31,295 +26,705 +582%
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