SoFi Technologies
SOFI
517 hedge funds and large institutions have $2.99B invested in SoFi Technologies in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 182 increasing their positions, 146 reducing their positions, and 84 closing their positions.
55% more capital invested
Capital invested by funds: $1.93B → $2.99B (+$1.07B)
25% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 146
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.1% more ownership
Funds ownership: 34.06% → 38.16% (+4.1%)
10% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 84
3% less funds holding
Funds holding: 531 → 517 (-14)
16% less call options, than puts
Call options by funds: $492M | Put options by funds: $583M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$87.9M |
| 2 |
D.E. Shaw & Co
New York
|
+$75.6M |
| 3 |
Morgan Stanley
New York
|
+$36.5M |
| 4 |
Two Sigma Investments
New York
|
+$30M |
| 5 |
Goldman Sachs
New York
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$41.8M |
| 2 |
Millennium Management
New York
|
-$36.2M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$30.3M |
| 4 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$28.6M |
| 5 |
RCM
Riverwood Capital Management
Menlo Park,
California
|
-$14.3M |
SOFI Hedge Fund Activity: Q2 2023 in Review
517 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2023, worth a combined $2.99B — up 55% from $1.93B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of SOFI and 76 opened new positions — a net loss of 8 holders — while 146 trimmed existing stakes and 182 added.
The largest buyer was Two Sigma Advisers, opening a new position worth an estimated $87.9M. The largest seller was Susquehanna International Group, cutting an estimated $41.8M.
- 517 institutional investors held SoFi Technologies (SOFI) as of Q2 2023, down from 531 in Q1 2023.
- Funds reported $2.99B of SoFi Technologies stock for Q2 2023, up 55% quarter-over-quarter.
- 76 funds opened new SoFi Technologies positions in Q2 2023 and 84 closed out, a net change of -8 holders.
- The largest SoFi Technologies buyer in Q2 2023 was Two Sigma Advisers, an estimated $87.9M added.
- The largest SoFi Technologies seller in Q2 2023 was Susquehanna International Group, an estimated $41.8M sold.
Based on aggregated 13F filings for Q2 2023.