SoFi Technologies
SOFI
136 hedge funds and large institutions have $273M invested in SoFi Technologies in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 55 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
96% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 55
62% more funds holding
Funds holding: 84 → 136 (+52)
13% more call options, than puts
Call options by funds: $169M | Put options by funds: $150M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
28.46% less ownership
Funds ownership: 48.2% → 19.74% (-28%)
44% less capital invested
Capital invested by funds: $483M → $273M (-$211M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$71.1M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$45.9M |
| 3 |
AC
Athanor Capital
New York
|
+$18.2M |
| 4 |
Morgan Stanley
New York
|
+$15.3M |
| 5 |
APC
Alta Park Capital
San Francisco,
California
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$58.9M |
| 2 |
Millennium Management
New York
|
-$56.9M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$43.5M |
| 4 |
SCM
Suvretta Capital Management
New York
|
-$39.5M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$34.2M |
SOFI Hedge Fund Activity: Q1 2021 in Review
136 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2021, worth a combined $273M — down 44% from $483M a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new SOFI positions and 55 closed out — a net gain of 53 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $71.1M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $58.9M sold.
- 136 institutional investors held SoFi Technologies (SOFI) as of Q1 2021, up from 84 in Q4 2020.
- Funds reported $273M of SoFi Technologies stock for Q1 2021, down 44% quarter-over-quarter.
- 108 funds opened new SoFi Technologies positions in Q1 2021 and 55 closed out, a net change of +53 holders.
- The largest SoFi Technologies buyer in Q1 2021 was Franklin Resources, an estimated $71.1M added.
- The largest SoFi Technologies seller in Q1 2021 was Empyrean Capital Partners, an estimated $58.9M sold.
Based on aggregated 13F filings for Q1 2021.