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SoFi Technologies

508 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 63 closing their positions.

Holders
508
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
164
Reduced
154
Closed
63
Calls
$180M
Puts
$165M
Net Calls
+$15.1M
Net Calls Change
+$64.5M
Name Market Value Shares Shares
Change
Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$232K 50,300 -227,700 -82%
MHS
202
M Holdings Securities
Oregon
$227K 49,306 -5,197 -10%
CW
203
CreativeOne Wealth
Kansas
$226K 48,999 +9 +0%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$225K 78,231 -22,585 -22%
JFG
205
Jefferies Financial Group
New York
$215K 46,700 +46,700 New
HI
206
Harbour Investments
Wisconsin
$210K 45,478 +8,253 +22%
GSIAS
207
Garden State Investment Advisory Services
New Jersey
$208K 45,016 +45,016 New
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$205K 44,570 -7,509 -14%
CWMU
209
Caliber Wealth Management (Utah)
Utah
$202K 43,851
VWM
210
Vigilare Wealth Management
Arizona
$201K 43,703 -8,950 -17%
Prudential Financial
211
Prudential Financial
New Jersey
$201K 43,677 +2,188 +5%
VFA
212
Valeo Financial Advisors
Indiana
$200K 43,460 -10,686 -20%
CIM
213
CIM Investment Management
Pennsylvania
$198K 42,977 -1,156 -3%
HCM
214
Highlander Capital Management
New Jersey
$191K 41,350 +3,850 +10%
OIA
215
OneDigital Investment Advisors
Kansas
$191K 41,396 -3,874 -9%
VF
216
VitalStone Financial
Texas
$190K 42,595 +42,595 New
BWM
217
Bulltick Wealth Management
Florida
$189K 41,040 -10,000 -20%
Corient Private Wealth
218
Corient Private Wealth
Florida
$189K 41,270 +41,270 New
PTC
219
Private Trust Company
Ohio
$187K 40,640 +40,640 New
RSA
220
River Street Advisors
Illinois
$184K 39,849 +39,849 New
HI
221
Hudock Inc
Pennsylvania
$179K 38,911 +984 +3%
KPWS
222
Kestra Private Wealth Services
Texas
$176K 38,136 -7,000 -16%
EWA
223
EverSource Wealth Advisors
Alabama
$175K 38,056 +37,462 +6,307%
WIC
224
Woodmont Investment Counsel
Tennessee
$175K 37,922 +5,000 +15%
GLA
225
Good Life Advisors
Pennsylvania
$173K 37,507 +2,106 +6%