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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.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $1.92B → $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

Holders
517
Holders Change
-14
Holders Change %
-2.64%
% of All Funds
8.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
76
Increased
182
Reduced
146
Closed
84
Calls
$492M
Puts
$583M
Net Calls
-$90.7M
Net Calls Change
-$8.33M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$87.9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$75.6M
3
Morgan Stanley
Morgan Stanley
New York
+$36.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$30M
5
Goldman Sachs
Goldman Sachs
New York
+$28.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.8M
2
Millennium Management
Millennium Management
New York
-$36.2M
3
SSA
Schonfeld Strategic Advisors
New York
-$30.3M
4
MVP
Miller Value Partners
Florida
-$28.6M
5
RCM
Riverwood Capital Management
California
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$616M +$27.8M +4,266,798 +6%
BlackRock
2
BlackRock
New York
$318M +$15M +2,302,565 +6%
SLG
3
Silver Lake Group
California
$260M – – –
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$130M +$75.6M +11,593,400 +294%
State Street
5
State Street
Massachusetts
$114M +$10.2M +1,567,782 +13%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$112M +$87.9M +13,487,400 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$107M +$5.38M +826,000 +7%
Morgan Stanley
8
Morgan Stanley
New York
$101M +$36.5M +5,604,063 +86%
Two Sigma Investments
9
Two Sigma Investments
New York
$79.9M +$30M +4,606,325 +93%
Norges Bank
10
Norges Bank
Norway
$55.3M -$13.5M -2,064,271 -24%
JP Morgan Chase
11
JP Morgan Chase
New York
$48.5M +$12.9M +1,985,636 +52%
GC
12
GPI Capital
New York
$46.5M -$11.1M -1,700,000 -23%
Goldman Sachs
13
Goldman Sachs
New York
$41.7M +$28.9M +4,425,912 +771%
Bank of America
14
Bank of America
North Carolina
$41.3M +$16.9M +2,589,153 +110%
Charles Schwab
15
Charles Schwab
California
$38.4M +$542K +83,140 +2%
PCM
16
Patient Capital Management
Maryland
$37M +$25.9M +3,966,164 +844%
AGFVA
17
Accel Growth Fund V Associates
California
$34.2M – – –
Northern Trust
18
Northern Trust
Illinois
$31.6M +$2.07M +317,073 +9%
Jane Street
19
Jane Street
New York
$25.2M +$12.3M +1,887,011 +166%
Marshall Wace
20
Marshall Wace
United Kingdom
$25.2M +$19.7M +3,020,986 New
QC
21
Quadrature Capital
United Kingdom
$23.6M +$17.3M +2,657,377 +1,521%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$23.1M +$1.46M +224,401 +9%
CS
23
Credit Suisse
Switzerland
$22.6M +$3.45M +529,565 +24%
N
24
Nuveen
North Carolina
$19.9M -$4.96M -761,519 -24%
Citigroup
25
Citigroup
New York
$18.2M +$3.17M +485,745 +29%
1
2 3 4 5

SOFI Hedge Fund Activity: Q2 2023 in Review

517 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2023, worth a combined $2.99B — up 56% from $1.92B 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 56% 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.