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SoFi Technologies
SOFI

307 hedge funds and large institutions have $5.56B invested in SoFi Technologies in 2021 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 108 increasing their positions, 26 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 26

112% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 68

31% more funds holding

Funds holding: 234 → 307 (+73)

4.24% more ownership

Funds ownership: 39.79% → 44.03% (+4.2%)

10% less call options, than puts

Call options by funds: $366M | Put options by funds: $406M

8% less capital invested

Capital invested by funds: $6.03B → $5.56B (-$469M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
307
Holders Change
+73
Holders Change %
+31.2%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
144
Increased
108
Reduced
26
Closed
68
Calls
$366M
Puts
$406M
Net Calls
-$39.5M
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$742M
2
BlackRock
BlackRock
New York
+$213M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$74.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$68M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$67.3M

Top Sellers

1
TP
Third Point
New York
-$554M
2
DCP
Durable Capital Partners
Maryland
-$133M
3
IVMX
Institutional Venture Management XIV
California
-$83M
4
Temasek Holdings
Temasek Holdings
Singapore
-$73.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$67.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$1.87B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$752M +$742M +47,347,160 New
SLG
3
Silver Lake Group
California
$612M – – –
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$572M -$67.1M -4,281,878 -11%
BlackRock
5
BlackRock
New York
$216M +$213M +13,595,291 +47,020%
GC
6
GPI Capital
New York
$148M – – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$119M +$67.3M +4,295,077 +135%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$85.5M +$74.9M +4,781,208 +792%
Citadel Advisors
9
Citadel Advisors
Florida
$71.9M +$68M +4,338,091 +2,290%
AGFVA
10
Accel Growth Fund V Associates
California
$65.2M – – –
Jane Street
11
Jane Street
New York
$63.7M +$55M +3,511,179 +701%
Franklin Resources
12
Franklin Resources
California
$57.2M -$85.7K -5,468 -0.2%
DCP
13
Durable Capital Partners
Maryland
$57.1M -$133M -8,504,207 -70%
Morgan Stanley
14
Morgan Stanley
New York
$46.3M +$26.3M +1,678,699 +136%
Charles Schwab
15
Charles Schwab
California
$44.6M +$44M +2,809,949 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$39.7M -$47M -2,999,667 -55%
MVP
17
Miller Value Partners
Florida
$36.5M -$3.94M -251,512 -10%
Amundi
18
Amundi
France
$30.4M +$30M +1,914,696 New
State Street
19
State Street
Massachusetts
$29.2M +$28.9M +1,841,119 New
CS
20
Credit Suisse
Switzerland
$27.6M +$2.35M +150,070 +9%
Macquarie Group
21
Macquarie Group
Australia
$24.2M – – –
PF
22
Phoenix Financial
Israel
$23.1M -$674K -43,000 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$18.2M +$17.8M +1,136,563 +9,915%
LC
24
Longitude (Cayman)
Cayman Islands
$17.1M +$3.76M +240,000 +29%
Northern Trust
25
Northern Trust
Illinois
$16.7M +$16.5M +1,050,938 New
1
2 3 4 5

SOFI Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q3 2021, worth a combined $5.56B — down 7.8% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new SOFI positions and 68 closed out — a net gain of 76 holders — while 108 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $742M. The largest seller was Third Point, exiting entirely with an estimated $554M sold.

  • 307 institutional investors held SoFi Technologies (SOFI) as of Q3 2021, up from 234 in Q2 2021.
  • Funds reported $5.56B of SoFi Technologies stock for Q3 2021, down 7.8% quarter-over-quarter.
  • 144 funds opened new SoFi Technologies positions in Q3 2021 and 68 closed out, a net change of +76 holders.
  • The largest SoFi Technologies buyer in Q3 2021 was Vanguard Group, an estimated $742M added.
  • The largest SoFi Technologies seller in Q3 2021 was Third Point, an estimated $554M sold.

Based on aggregated 13F filings for Q3 2021.