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SoFi Technologies

525 hedge funds and large institutions have $1.92B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 67 closing their positions.

Holders
525
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
8.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
94
Increased
164
Reduced
153
Closed
67
Calls
$200M
Puts
$282M
Net Calls
-$82.4M
Net Calls Change
-$97.5M
Name Market Value Shares Shares
Change
Shares
Change %
Corient Private Wealth
201
Corient Private Wealth
Florida
$354K 58,376 +17,106 +41%
SM
202
Sweeney & Michel
California
$347K 45,359 +45,359 New
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$345K 56,839 -910 -2%
QT
204
Quantamental Technologies
New York
$340K 56,013 +56,013 New
VFA
205
Valeo Financial Advisors
Indiana
$335K 55,116 +11,656 +27%
BL
206
Balentine LLC
Georgia
$334K 54,945 -1,878 -3%
Prudential Financial
207
Prudential Financial
New Jersey
$333K 54,938 +11,261 +26%
KAS
208
Kestra Advisory Services
Texas
$325K 53,583 -8,225 -13%
CMTU
209
Capital Markets Trading (UK)
United Kingdom
$321K 52,842 +52,842 New
RMCM
210
Reynders McVeigh Capital Management
Massachusetts
$318K 52,419 -7,826 -13%
AR
211
Advisory Research
Illinois
$315K 51,853 +51,853 New
MIC
212
Means Investment Company
Maine
$312K 51,463 +16,748 +48%
IAN
213
Integrated Advisors Network
Texas
$308K 50,789 -1,343 -3%
AWM
214
AE Wealth Management
Kansas
$306K 50,335 -21,714 -30%
ZDA
215
Zweig-DiMenna Associates
New York
$304K 50,000 +50,000 New
HI
216
Harbour Investments
Wisconsin
$297K 48,938 +3,460 +8%
FA
217
Fortis Advisors
Pennsylvania
$295K 48,650 +14,000 +40%
TCM
218
Teza Capital Management
Illinois
$294K 48,507 +48,507 New
Verition Fund Management
219
Verition Fund Management
Connecticut
$293K 48,300 +48,300 New
GAM
220
Gotham Asset Management
New York
$289K 47,529 +47,529 New
VPIM
221
Vanguard Personalized Indexing Management
California
$288K 47,411 -37,220 -44%
AP
222
AtonRa Partners
Switzerland
$281K 46,314 -108,912 -70%
IA
223
IFP Advisors
Florida
$280K 12,362 -74,978 -86%
AWA
224
Arkadios Wealth Advisors
Georgia
$278K 45,859 +12,907 +39%
DI
225
DFPG Investments
Utah
$275K 45,251 +25,694 +131%