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SoFi Technologies

513 hedge funds and large institutions have $2.84B invested in SoFi Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 190 increasing their positions, 145 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 145

10% more call options, than puts

Call options by funds: $557M | Put options by funds: $508M

6% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 70

0.7% less ownership

Funds ownership: 38.16%37.45% (-0.7%)

1% less funds holding

Funds holding: 517513 (-4)

5% less capital invested

Capital invested by funds: $2.99B → $2.84B (-$149M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
513
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
8.14%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
74
Increased
190
Reduced
145
Closed
70
Calls
$557M
Puts
$508M
Net Calls
+$49M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$610M +$22.6M +2,567,797 +3%
BlackRock
2
BlackRock
New York
$326M +$23.3M +2,649,204 +7%
SLG
3
Silver Lake Group
California
$249M
Two Sigma Investments
4
Two Sigma Investments
New York
$121M +$49.1M +5,584,744 +58%
State Street
5
State Street
Massachusetts
$120M +$11.3M +1,289,996 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$114M +$12.2M +1,387,142 +11%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$113M +$6.01M +683,500 +5%
Norges Bank
8
Norges Bank
Norway
$70.9M +$19.7M +2,240,756 +34%
Morgan Stanley
9
Morgan Stanley
New York
$70.4M -$28.8M -3,271,091 -27%
Goldman Sachs
10
Goldman Sachs
New York
$56.3M +$18M +2,050,488 +41%
Charles Schwab
11
Charles Schwab
California
$42.3M +$6.05M +687,687 +15%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$37.8M +$24.2M +2,752,108 +139%
Northern Trust
13
Northern Trust
Illinois
$34.9M +$5.14M +584,335 +15%
Bank of America
14
Bank of America
North Carolina
$33M -$7.12M -809,767 -16%
AGFVA
15
Accel Growth Fund V Associates
California
$32.8M
GC
16
GPI Capital
New York
$32.4M -$13.4M -1,521,181 -27%
PCM
17
Patient Capital Management
Maryland
$29.8M -$6.22M -707,326 -16%
JP Morgan Chase
18
JP Morgan Chase
New York
$29.4M -$18.8M -2,138,480 -37%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$22.9M +$840K +95,491 +3%
CS
20
Credit Suisse
Switzerland
$21.4M -$279K -31,734 -1%
ACL
21
Azora Capital LP
Florida
$20.2M +$9.59M +1,090,645 +76%
N
22
Nuveen
North Carolina
$19.2M +$70.6K +8,027 +0.3%
Wells Fargo
23
Wells Fargo
California
$18.9M +$7.87M +894,999 +61%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$18.7M -$116M -13,197,555 -85%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$18.5M +$20.2M +2,301,624 +14,137%

SOFI Hedge Fund Activity: Q3 2023 in Review

513 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q3 2023, worth a combined $2.84B — down 5% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SOFI positions and 70 closed out — a net gain of 4 holders — while 190 added to existing stakes and 145 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $49.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $116M.

  • 513 institutional investors held SoFi Technologies (SOFI) as of Q3 2023, down from 517 in Q2 2023.
  • Funds reported $2.84B of SoFi Technologies stock for Q3 2023, down 5% quarter-over-quarter.
  • 74 funds opened new SoFi Technologies positions in Q3 2023 and 70 closed out, a net change of +4 holders.
  • The largest SoFi Technologies buyer in Q3 2023 was Two Sigma Investments, an estimated $49.1M added.
  • The largest SoFi Technologies seller in Q3 2023 was D.E. Shaw & Co, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2023.