SoFi Technologies
SOFI
531 hedge funds and large institutions have $1.93B invested in SoFi Technologies in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 165 increasing their positions, 154 reducing their positions, and 67 closing their positions.
43% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 67
27% more capital invested
Capital invested by funds: $1.52B → $1.93B (+$407M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more funds holding
Funds holding: 512 → 531 (+19)
7% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 154
1.48% less ownership
Funds ownership: 35.54% → 34.06% (-1.5%)
29% less call options, than puts
Call options by funds: $200M | Put options by funds: $282M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$30.2M |
| 2 |
Millennium Management
New York
|
+$28.3M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$23.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$19.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$84.4M |
| 2 |
Coatue Management
New York
|
-$38.1M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$23.8M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$13.4M |
| 5 |
Goldman Sachs
New York
|
-$12.8M |
SOFI Hedge Fund Activity: Q1 2023 in Review
531 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q1 2023, worth a combined $1.93B — up 27% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new SOFI positions and 67 closed out — a net gain of 29 holders — while 165 added to existing stakes and 154 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $30.2M. The largest seller was Citadel Advisors, cutting an estimated $84.4M.
- 531 institutional investors held SoFi Technologies (SOFI) as of Q1 2023, up from 512 in Q4 2022.
- Funds reported $1.93B of SoFi Technologies stock for Q1 2023, up 27% quarter-over-quarter.
- 96 funds opened new SoFi Technologies positions in Q1 2023 and 67 closed out, a net change of +29 holders.
- The largest SoFi Technologies buyer in Q1 2023 was Two Sigma Investments, an estimated $30.2M added.
- The largest SoFi Technologies seller in Q1 2023 was Citadel Advisors, an estimated $84.4M sold.
Based on aggregated 13F filings for Q1 2023.