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SoFi Technologies

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.

New
Increased
Maintained
Reduced
Closed

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: 84136 (+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: 11 (0)

28.46% less ownership

Funds ownership: 48.2%19.74% (-28%)

44% less capital invested

Capital invested by funds: $482M → $273M (-$210M)

Holders
136
Holders Change
+52
Holders Change %
+61.9%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
108
Increased
18
Reduced
7
Closed
55
Calls
$169M
Puts
$150M
Net Calls
+$19.2M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$61.7M +$71.1M +3,600,018 New
GGHC
2
Gilder Gagnon Howe & Co
New York
$39.9M +$45.9M +2,327,063 New
AC
3
Athanor Capital
New York
$15.8M +$18.2M +920,578 New
Morgan Stanley
4
Morgan Stanley
New York
$13.8M +$15.3M +776,353 +2,526%
APC
5
Alta Park Capital
California
$12.4M +$14.3M +723,852 New
Bank of America
6
Bank of America
North Carolina
$10.9M +$12.5M +632,980 +70,020%
LC
7
Longitude (Cayman)
Cayman Islands
$10.8M +$12.4M +627,000 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$10.1M +$4.27M +216,525 +58%
N
9
Natixis
France
$9.35M +$10.8M +545,143 New
RA
10
RiverPark Advisors
New York
$6.92M +$7.96M +403,185 New
MVP
11
Miller Value Partners
Florida
$6.8M +$7.83M +396,488 New
RCM
12
Ratan Capital Management
Florida
$4.8M +$5.53M +280,125 New
UBS Group
13
UBS Group
Switzerland
$4.3M +$4.84M +245,367 +4,719%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$3.87M -$7.39M -374,100 -62%
HIC
15
Hartline Investment Corp
Illinois
$3.4M +$3.91M +198,171 New
HF
16
HRT Financial
New York
$3.37M +$3.88M +196,631 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$3.32M +$3.82M +193,534 New
EFM
18
E Fund Management
China
$2.83M +$3.26M +165,222 New
JP Morgan Chase
19
JP Morgan Chase
New York
$2.54M +$2.93M +148,389 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.53M +$2.91M +147,334 New
Goldman Sachs
21
Goldman Sachs
New York
$2.41M -$10M -506,400 -78%
Creative Planning
22
Creative Planning
Kansas
$2.31M +$2.66M +134,569 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.29M +$2.53M +127,967 +2,295%
Jane Street
24
Jane Street
New York
$2.08M +$2.39M +121,036 New
Wells Fargo
25
Wells Fargo
California
$2.06M +$802K +40,629 +51%