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SoFi Technologies
SOFI

Overview Fund Activity

507 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 144 reducing their positions, and 70 closing their positions.

Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
186
Reduced
144
Closed
70
Calls
$556M
Puts
$508M
Net Calls
+$48.5M
Net Calls Change
+$139M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$37.8M
3
BlackRock
3
BlackRock
New York
$326M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$610M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$18.5M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$18.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.4M
3
QC
3
Quadrature Capital
United Kingdom
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$6.76M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$29.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$428K 53,506 +53,506 New
BC
202
BIT Capital
Germany
$425K 53,236 +1,701 +3%
BAM
203
Blueshift Asset Management
New Jersey
$422K 52,783 +41,151 +354%
QCM
204
QRG Capital Management
Illinois
$405K 50,657 +50,657 New
IAN
205
Integrated Advisors Network
Texas
$404K 50,562 -200 -0.4%
JIP
206
Jaffetilchin Investment Partners
Florida
$402K 50,254 -9,823 -16%
Prudential Financial
207
Prudential Financial
New Jersey
$394K 49,336 -8,918 -15%
AF
208
Aldebaran Financial
$394K 49,285 -2,760 -5%
WWA
209
WCG Wealth Advisors
Nevada
$393K 44,988 +44,988 New
Russell Investments Group
210
Russell Investments Group
United Kingdom
$392K 49,253 +40,335 +452%
JAMONY
211
Jacob Asset Management of New York
California
$388K 48,600 +48,600 New
GIA
212
Gladstone Institutional Advisory
Florida
$388K 48,550 +6,450 +15%
AWA
213
Arkadios Wealth Advisors
Georgia
$386K 48,356 +3,525 +8%
VPIM
214
Vanguard Personalized Indexing Management
California
$381K 47,657 +1,209 +3%
VFA
215
Valeo Financial Advisors
Indiana
$380K 47,616 -6,500 -12%
PWM
216
Perigon Wealth Management
California
$368K 46,012 +4,277 +10%
IIM
217
INTECH Investment Management
Florida
$359K 44,870 +44,870 New
KPWS
218
Kestra Private Wealth Services
Texas
$351K 43,989 +8,608 +24%
CWMU
219
Caliber Wealth Management (Utah)
Utah
$350K 43,851 – –
SI
220
Saxon Interests
Texas
$350K 43,851 +43,851 New
AFG
221
Atomi Financial Group
New York
$339K 42,420 +42,420 New
RIA
222
Regal Investment Advisors
Michigan
$335K 41,978 -1,674 -4%
LNC
223
Lincoln National Corp
Pennsylvania
$333K 41,708 +8,400 +25%
VF
224
Virtu Financial
New York
$332K 41,491 +41,491 New
CAC
225
Cowen and Company
New York
$331K 41,400 +41,400 New
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