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SoFi Technologies

512 hedge funds and large institutions have $1.52B invested in SoFi Technologies in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 154 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 63

4% more funds holding

Funds holding: 492512 (+20)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $156M

8% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 154

0.4% less ownership

Funds ownership: 35.94%35.54% (-0.4%)

8% less capital invested

Capital invested by funds: $1.66B → $1.52B (-$134M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
512
Holders Change
+20
Holders Change %
+4.07%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
95
Increased
166
Reduced
154
Closed
63
Calls
$171M
Puts
$156M
Net Calls
+$14.9M
Net Calls Change
+$58.3M

SOFI Hedge Fund Activity: Q4 2022 in Review

512 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q4 2022, worth a combined $1.52B — down 8.1% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SOFI positions and 63 closed out — a net gain of 32 holders — while 166 added to existing stakes and 154 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.8M. The largest seller was Riverwood Capital Management, cutting an estimated $27.2M.

  • 512 institutional investors held SoFi Technologies (SOFI) as of Q4 2022, up from 492 in Q3 2022.
  • Funds reported $1.52B of SoFi Technologies stock for Q4 2022, down 8.1% quarter-over-quarter.
  • 95 funds opened new SoFi Technologies positions in Q4 2022 and 63 closed out, a net change of +32 holders.
  • The largest SoFi Technologies buyer in Q4 2022 was Citadel Advisors, an estimated $45.8M added.
  • The largest SoFi Technologies seller in Q4 2022 was Riverwood Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2022.