Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.38K- 13.7% |
$60.1K - $96.9K
|
33.9K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
2.53M+ 242.98% |
$28.3M - $45.6M
|
3.57M
$56.6M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240New |
$2.68K - $4.33K
|
240
$3.8K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-648K- 42.71% |
$7.25M - $11.7M
|
870K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.26K+ 45.93% |
$25.3K - $40.8K
|
7.19K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$118K - $190K
|
10.5K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-146- 0.85% |
$1.63K - $2.63K
|
17.1K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.99K- 3.82% |
$66.9K - $108K
|
151K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
286KNew |
$3.2M - $5.16M
|
286K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-717K- 16.86% |
$8.01M - $12.9M
|
3.53M
$56M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.1K+ 12.49% |
$23.4K - $37.8K
|
18.9K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.9K+ 6.73% |
$524K - $846K
|
744K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-110K- 59.39% |
$1.23M - $1.99M
|
75.4K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
27.2KNew |
$304K - $490K
|
27.2K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 17.81% |
$174K - $281K
|
103K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.44K+ 20.94% |
$49.7K - $80.1K
|
25.7K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.7K- 68.7% |
$376K - $607K
|
15.3K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41New |
$458 - $739
|
41
$650
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07M+ 186.58% |
$12M - $19.3M
|
1.65M
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.7K- 27.72% |
$590K - $951K
|
138K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.65M+ 59.29% |
$40.8M - $65.8M
|
9.81M
$156M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-4.43M- 22.69% |
$49.6M - $80M
|
15.1M
$239M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.6KNew |
$186K - $299K
|
16.6K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
640+ 38.88% |
$7.16K - $11.5K
|
2.29K
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.64K- 39.56% |
$96.6K - $156K
|
13.2K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 4.43% |
$30K - $48.4K
|
57.9K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
616+ 2.37% |
$6.89K - $11.1K
|
26.6K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12K+ 2.02% |
$134K - $216K
|
605K
$9.59M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-662K- 77.18% |
$7.4M - $11.9M
|
196K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
38.1K+ 4.24% |
$426K - $687K
|
937K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 2.0% |
$11.2 - $18
|
51
$808
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-60.2K- 16.83% |
$673K - $1.09M
|
298K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-628K- 51.91% |
$7.02M - $11.3M
|
582K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-67.6K- 8.21% |
$755K - $1.22M
|
755K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-1.3M- 48.72% |
$14.6M - $23.5M
|
1.37M
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.46M+ 67.14% |
$49.9M - $80.4M
|
11.1M
$176M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43- 0.39% |
$481 - $775
|
10.9K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-33.2K- 47.7% |
$371K - $599K
|
36.4K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
663K+ 61.31% |
$7.41M - $11.9M
|
1.74M
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
409K+ 66.14% |
$4.57M - $7.37M
|
1.03M
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
589K+ 21.92% |
$6.58M - $10.6M
|
3.28M
$51.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-939K- 77.73% |
$10.5M - $16.9M
|
269K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-34.3K- 9.44% |
$383K - $618K
|
329K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-18K- 3.77% |
$201K - $324K
|
459K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
PUT |
250KNew |
$2.8M - $4.51M
|
250K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
246KNew |
$2.75M - $4.44M
|
246K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24.7K+ 17.34% |
$276K - $446K
|
167K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13.3KNew |
$149K - $240K
|
13.3K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.12M- 18.8% |
$12.6M - $20.3M
|
4.86M
$77M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-3.57M- 33.0% |
$39.9M - $64.3M
|
7.24M
$115M
|