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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
213K+ 1.57% |
$2.38M - $3.84M
|
13.8M
$326M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
93+ 3.11% |
$1.04K - $1.68K
|
3.09K
$73K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-100- 6.67% |
$1.12K - $1.8K
|
1.4K
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-40.3K- 12.19% |
$451K - $727K
|
290K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-2.62M- 90.34% |
$29.3M - $47.2M
|
280K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.34MNew |
$37.4M - $60.2M
|
3.34M
$79M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-57.5K- 42.93% |
$643K - $1.04M
|
76.4K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
223KNew |
$2.5M - $4.03M
|
223K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-351K- 67.34% |
$3.92M - $6.32M
|
170K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
PUT |
-1.5K- 0.36% |
$16.8K - $27K
|
410K
$9.7M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-21.3K- 2.53% |
$238K - $384K
|
819K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
714New |
$7.98K - $12.9K
|
714
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.03K- 96.21% |
$22.7K - $36.6K
|
80
$1.89K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-102K- 42.23% |
$1.14M - $1.85M
|
140K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-93.7K- 32.69% |
$1.05M - $1.69M
|
193K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.3K+ 18.68% |
$361K - $583K
|
205K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-1.95M- 37.17% |
$21.8M - $35.2M
|
3.3M
$78M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
71.5KNew |
$799K - $1.29M
|
71.5K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
604K+ 411.95% |
$6.75M - $10.9M
|
750K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
236K+ 270.05% |
$2.64M - $4.26M
|
324K
$7.66M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
48K+ 3.07% |
$537K - $865K
|
1.61M
$38.1M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
47.2KNew |
$528K - $851K
|
47.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-2.7M- 99.82% |
$30.2M - $48.7M
|
4.81K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.31K+ 9.27% |
$14.7K - $23.7K
|
15.5K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
406KNew |
$4.54M - $7.32M
|
406K
$9.6M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
33.2KNew |
$371K - $598K
|
33.2K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.59KNew |
$17.7K - $28.6K
|
1.59K
$37.5K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
36.6K+ 70.31% |
$409K - $660K
|
88.6K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
11.1KNew |
$124K - $201K
|
11.1K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
16.2KNew |
$181K - $292K
|
16.2K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240New |
$2.68K - $4.33K
|
240
$5.68K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$118K - $190K
|
10.5K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.99K- 3.82% |
$66.9K - $108K
|
151K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
286KNew |
$3.2M - $5.16M
|
286K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
27.2KNew |
$304K - $490K
|
27.2K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 17.81% |
$174K - $281K
|
103K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.7K- 68.7% |
$376K - $607K
|
15.3K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41New |
$458 - $739
|
41
$970
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.6KNew |
$186K - $299K
|
16.6K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 4.43% |
$30K - $48.4K
|
57.9K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 2.0% |
$11.2 - $18
|
51
$1.21K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-67.6K- 8.21% |
$755K - $1.22M
|
755K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
246KNew |
$2.75M - $4.44M
|
246K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13.3KNew |
$149K - $240K
|
13.3K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$27.4K - $44.1K
|
2.45K
$57.9K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-16- 0.15% |
$179 - $288
|
10.3K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
228K+ 192.99% |
$2.55M - $4.11M
|
346K
$8.18M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44- 0.39% |
$492 - $793
|
11.2K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.1K- 5.46% |
$23.5K - $37.9K
|
36.4K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1K+ 16.67% |
$11.2K - $18K
|
7K
$166K
|