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SoFi Technologies

446 hedge funds and large institutions have $6.7B invested in SoFi Technologies in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 51

179% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 58

45% more funds holding

Funds holding: 307446 (+139)

20% more capital invested

Capital invested by funds: $5.56B → $6.7B (+$1.14B)

8.56% more ownership

Funds ownership: 44.03%52.59% (+8.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

28% less call options, than puts

Call options by funds: $441M | Put options by funds: $610M

Holders
446
Holders Change
+139
Holders Change %
+45.28%
% of All Funds
6.86%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
190
Increased
162
Reduced
58
Closed
51
Calls
$441M
Puts
$610M
Net Calls
-$169M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$1.86B
Vanguard Group
2
Vanguard Group
Pennsylvania
$844M +$111M +6,038,910 +13%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$558M -$13.6M -740,647 -2%
SLG
4
Silver Lake Group
California
$493M -$135M -7,361,378 -19%
BlackRock
5
BlackRock
New York
$352M +$159M +8,637,411 +63%
DIV
6
DCM International VI
California
$185M +$215M +11,707,294 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$138M +$22.6M +1,229,903 +16%
GC
8
GPI Capital
New York
$124M -$26.1M -1,423,408 -15%
Artisan Partners
9
Artisan Partners
Wisconsin
$110M +$127M +6,932,206 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$95.2M +$11.9M +647,121 +12%
State Street
11
State Street
Massachusetts
$93.7M +$75M +4,087,917 +222%
Franklin Resources
12
Franklin Resources
California
$81.5M +$28.5M +1,551,337 +43%
Jane Street
13
Jane Street
New York
$73.2M +$11.4M +620,290 +15%
Macquarie Group
14
Macquarie Group
Australia
$73.1M +$56.9M +3,097,907 +203%
Morgan Stanley
15
Morgan Stanley
New York
$71M +$28.9M +1,573,151 +54%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$68.8M +$72.4M +3,945,807 +1,072%
AGFVA
17
Accel Growth Fund V Associates
California
$64.9M
CS
18
Credit Suisse
Switzerland
$60.1M +$37.9M +2,063,694 +119%
BAMCO Inc
19
BAMCO Inc
New York
$58.4M +$67.8M +3,696,819 New
Amundi
20
Amundi
France
$55.2M +$42.3M +2,305,151 +120%
Charles Schwab
21
Charles Schwab
California
$49.9M +$6.34M +345,699 +12%
Citadel Advisors
22
Citadel Advisors
Florida
$49M -$26.2M -1,428,721 -32%
Deutsche Bank
23
Deutsche Bank
Germany
$43.5M +$48.2M +2,624,020 +2,060%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$40.3M +$918K +50,019 +2%
MVP
25
Miller Value Partners
Florida
$36.6M +$335K +18,247 +0.8%

SOFI Hedge Fund Activity: Q4 2021 in Review

446 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q4 2021, worth a combined $6.7B — up 20% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new SOFI positions and 51 closed out — a net gain of 139 holders — while 162 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $159M. The largest seller was Silver Lake Group, cutting an estimated $135M.

  • 446 institutional investors held SoFi Technologies (SOFI) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $6.7B of SoFi Technologies stock for Q4 2021, up 20% quarter-over-quarter.
  • 190 funds opened new SoFi Technologies positions in Q4 2021 and 51 closed out, a net change of +139 holders.
  • The largest SoFi Technologies buyer in Q4 2021 was BlackRock, an estimated $159M added.
  • The largest SoFi Technologies seller in Q4 2021 was Silver Lake Group, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2021.