SoFi Technologies
SOFI
571 hedge funds and large institutions have $3.74B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 205 increasing their positions, 151 reducing their positions, and 51 closing their positions.
129% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 51
36% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 151
32% more capital invested
Capital invested by funds: $2.84B → $3.74B (+$898M)
11% more funds holding
Funds holding: 513 → 571 (+58)
1.82% more ownership
Funds ownership: 37.45% → 39.27% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less call options, than puts
Call options by funds: $796M | Put options by funds: $805M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.2M |
| 2 |
Millennium Management
New York
|
+$37.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$31.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$30.8M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$25.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$21M |
| 3 |
Two Sigma Advisers
New York
|
-$20.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$18M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$13.5M |
SOFI Hedge Fund Activity: Q4 2023 in Review
571 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q4 2023, worth a combined $3.74B — up 32% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SOFI positions and 51 closed out — a net gain of 66 holders — while 205 added to existing stakes and 151 trimmed.
The largest buyer was Vanguard Group, adding an estimated $40.2M. The largest seller was Bank of America, cutting an estimated $25.1M.
- 571 institutional investors held SoFi Technologies (SOFI) as of Q4 2023, up from 513 in Q3 2023.
- Funds reported $3.74B of SoFi Technologies stock for Q4 2023, up 32% quarter-over-quarter.
- 117 funds opened new SoFi Technologies positions in Q4 2023 and 51 closed out, a net change of +66 holders.
- The largest SoFi Technologies buyer in Q4 2023 was Vanguard Group, an estimated $40.2M added.
- The largest SoFi Technologies seller in Q4 2023 was Bank of America, an estimated $25.1M sold.
Based on aggregated 13F filings for Q4 2023.