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SoFi Technologies
SOFI

571 hedge funds and large institutions have $3.85B invested in SoFi Technologies in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 205 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 51

35% more capital invested

Capital invested by funds: $2.84B → $3.85B (+$1B)

35% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 152

11% more funds holding

Funds holding: 513 → 571 (+58)

2.94% more ownership

Funds ownership: 37.45% → 40.39% (+2.9%)

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

Holders
571
Holders Change
+58
Holders Change %
+11.31%
% of All Funds
8.32%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
117
Increased
205
Reduced
152
Closed
51
Calls
$796M
Puts
$805M
Net Calls
-$8.67M
Net Calls Change
-$57.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$101M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M
3
Millennium Management
Millennium Management
New York
+$37.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$31.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$30.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$25.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$20.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18M
5
Norges Bank
Norges Bank
Norway
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$811M +$40.2M +5,057,233 +7%
BlackRock
2
BlackRock
New York
$403M -$2.21M -278,277 -0.7%
SLG
3
Silver Lake Group
California
$310M – – –
Morgan Stanley
4
Morgan Stanley
New York
$214M +$101M +12,730,129 +144%
State Street
5
State Street
Massachusetts
$161M +$9.6M +1,207,204 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$149M +$5.63M +708,226 +5%
Two Sigma Investments
7
Two Sigma Investments
New York
$145M -$4.31M -542,863 -4%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$115M -$20.4M -2,562,900 -18%
Norges Bank
9
Norges Bank
Norway
$71.3M -$13.5M -1,696,947 -19%
Goldman Sachs
10
Goldman Sachs
New York
$64.1M -$4.86M -611,940 -9%
Charles Schwab
11
Charles Schwab
California
$54.7M +$1.59M +199,949 +4%
Millennium Management
12
Millennium Management
New York
$53.9M +$37.3M +4,690,435 +645%
Citadel Advisors
13
Citadel Advisors
Florida
$45.3M +$31.2M +3,929,414 +632%
Northern Trust
14
Northern Trust
Illinois
$45.2M +$1.37M +172,855 +4%
AGFVA
15
Accel Growth Fund V Associates
California
$40.8M – – –
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$38.8M +$21.9M +2,755,197 +241%
NAMA
17
Nikko Asset Management Americas
New York
$38.7M +$21.9M +2,755,197 +241%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$38.6M +$30.8M +3,877,322 New
PCM
19
Patient Capital Management
Maryland
$37.6M +$382K +48,004 +1%
GC
20
GPI Capital
New York
$37.3M -$2.38M -300,000 -7%
JP Morgan Chase
21
JP Morgan Chase
New York
$35.9M -$612K -77,040 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$30M +$1.22M +153,116 +5%
Jane Street
23
Jane Street
New York
$28.5M +$12.7M +1,594,161 +126%
Wells Fargo
24
Wells Fargo
California
$28.4M +$3.92M +493,707 +21%
CS
25
Credit Suisse
Switzerland
$28.3M +$1.31M +164,880 +6%
1
2 3 4 5

SOFI Hedge Fund Activity: Q4 2023 in Review

571 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q4 2023, worth a combined $3.85B — up 35% 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 152 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. 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 $3.85B of SoFi Technologies stock for Q4 2023, up 35% 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 Morgan Stanley, an estimated $101M 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.