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SoFi Technologies

511 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 83 closing their positions.

Holders
511
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
181
Reduced
145
Closed
83
Calls
$492M
Puts
$583M
Net Calls
-$90.9M
Net Calls Change
-$8.58M
Name Market Value Shares Shares
Change
Shares
Change %
Neuberger Berman Group
201
Neuberger Berman Group
New York
$495K 59,342 -11,450 -16%
Prudential Financial
202
Prudential Financial
New Jersey
$486K 58,254 +3,316 +6%
Corient Private Wealth
203
Corient Private Wealth
Florida
$480K 57,523 -853 -1%
MIC
204
Means Investment Company
Maine
$479K 57,492 +6,029 +12%
AWA
205
Alta Wealth Advisors
Massachusetts
$478K 57,299 -2,000 -3%
GCP
206
GSA Capital Partners
United Kingdom
$461K 55,285 -10,807 -16%
MIA
207
MMBG Investment Advisors
Florida
$453K 51,090 -69,190 -58%
VFA
208
Valeo Financial Advisors
Indiana
$451K 54,116 -1,000 -2%
HI
209
Harbour Investments
Wisconsin
$450K 53,913 +4,975 +10%
AF
210
Aldebaran Financial
$434K 52,045 -18,160 -26%
GLA
211
Good Life Advisors
Pennsylvania
$433K 51,966 +34,903 +205%
BC
212
BIT Capital
Germany
$430K 51,535 -234,388 -82%
FA
213
Fortis Advisors
Pennsylvania
$427K 51,150 +2,500 +5%
IAN
214
Integrated Advisors Network
Texas
$423K 50,762 -27 -0.1%
Wellington Management Group
215
Wellington Management Group
Massachusetts
$423K 50,761 -34,538 -40%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$413K 49,540 -7,299 -13%
CG
217
Cutler Group
California
$400K 48,010 -27,119 -36%
AG
218
Algert Global
California
$399K 47,850 +47,850 New
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$388K 46,563 +12,354 +36%
VPIM
220
Vanguard Personalized Indexing Management
California
$387K 46,448 -963 -2%
IAIM
221
International Assets Investment Management
Florida
$380K 45,515 -64,065 -58%
AWA
222
Arkadios Wealth Advisors
Georgia
$374K 44,831 -1,028 -2%
CWMU
223
Caliber Wealth Management (Utah)
Utah
$366K 43,851
RIA
224
Regal Investment Advisors
Michigan
$364K 43,652 -119,188 -73%
SWM
225
SeaCrest Wealth Management
New York
$361K 43,341 +100 +0.2%