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SoFi Technologies
SOFI

Overview Fund Activity

566 hedge funds and large institutions have $3.84B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 202 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
566
Holders Change
+59
Holders Change %
+11.64%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
117
Increased
202
Reduced
150
Closed
50
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M
3
Millennium Management
3
Millennium Management
New York
$53.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$45.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$115M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$585K
5
Norges Bank
5
Norges Bank
Norway
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
201
Jaffetilchin Investment Partners
Florida
$716K 71,960 +21,706 +43%
KAS
202
Kestra Advisory Services
Texas
$706K 70,926 +12,676 +22%
Corient Private Wealth
203
Corient Private Wealth
Florida
$700K 70,321 +2,588 +4%
WWM
204
Wolff Wiese Magana
California
$666K 66,942 -17,318 -21%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$655K 65,785 +1,498 +2%
SW
206
Solidarity Wealth
Utah
$653K 65,661 -806 -1%
SA
207
Strategic Advocates
Utah
$650K 65,342 – –
Baird Financial Group
208
Baird Financial Group
Wisconsin
$649K 65,182 +65,182 New
CIG
209
Consolidated Investment Group
Colorado
$627K 63,000 – –
TCM
210
Teza Capital Management
Illinois
$626K 62,913 +62,913 New
Wellington Management Group
211
Wellington Management Group
Massachusetts
$622K 62,546 -1,324 -2%
HVCM
212
Hel Ved Capital Management
Hong Kong
$622K 62,500 +62,500 New
HT
213
Headlands Technologies
Illinois
$612K 61,492 +61,492 New
ASN
214
Advisory Services Network
Georgia
$608K 61,117 -2,443 -4%
MIC
215
Means Investment Company
Maine
$605K 60,778 +4,809 +9%
HI
216
Harbour Investments
Wisconsin
$604K 60,665 +3,025 +5%
BHCM
217
Brevan Howard Capital Management
Jersey
$600K 60,280 +60,280 New
SW
218
SVB Wealth
Massachusetts
$587K 58,995 -123,206 -68%
SLWA
219
San Luis Wealth Advisors
California
$587K 58,981 -2,001 -3%
Principal Financial Group
220
Principal Financial Group
Iowa
$586K 58,845 -666,794 -92%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$585K 58,782 -2,259,123 -97%
GVAG
222
Great Valley Advisor Group
Delaware
$580K 58,276 +58,276 New
Prudential Financial
223
Prudential Financial
New Jersey
$579K 58,216 +8,880 +18%
HH
224
Hilltop Holdings
Texas
$568K 57,079 +33,325 +140%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$561K 56,414 +27,821 +97%
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