Question 1

Which hedge funds and institutional investors hold SOFI?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SOFI shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SOFI whale holdings?

Accepted Answer

Conviction level reflects how significant SOFI is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SOFI, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SOFI?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SOFI?

Accepted Answer

QoQ changes for SOFI show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
DE Shaw	34.3M	$545.3M	0.3%	$166.3B
State Street	27.3M	$433.8M	0.0%	$2896.4B
Citadel	19.0M	$302.4M	0.0%	$618.5B
Citadel	17.7M	$281.2M	0.0%	$618.5B
Citadel	11.0M	$174.0M	0.0%	$618.5B
Millennium	8.3M	$131.1M	0.1%	$240.3B
DE Shaw	6.3M	$100.1M	0.1%	$166.3B
Marshall Wace	6.0M	$94.8M	0.1%	$100.4B
DE Shaw	5.5M	$87.8M	0.1%	$166.3B
WorldQuant	5.4M	$86.0M	0.3%	$25.9B
ARK Invest	3.8M	$60.9M	0.5%	$12.9B
Geode Capital	3.4M	$54.2M	0.0%	$1607.5B
Hudson Bay	2.4M	$38.4M	0.1%	$29.0B
Renaissance Tech	2.3M	$36.8M	0.1%	$63.9B
Millennium	1.6M	$26.0M	0.0%	$240.3B
Tremblant	1.6M	$25.5M	0.8%	$3.1B
Two Sigma	1.5M	$23.6M	0.0%	$123.9B
Millennium	1.5M	$23.2M	0.0%	$240.3B
Two Sigma	1.3M	$20.2M	0.0%	$123.9B
Sculptor	1.2M	$19.5M	0.2%	$9.6B
Hudson Bay	1.2M	$19.4M	0.1%	$29.0B
Two Sigma	1.1M	$18.1M	0.0%	$123.9B
Man Group	1.0M	$15.9M	0.0%	$55.1B
Point72	881.5K	$14.0M	0.0%	$78.1B
DFA	704.0K	$11.2M	0.0%	$481.4B
ExodusPoint	497.1K	$7.9M	0.1%	$12.4B
American Century	318.3K	$5.1M	0.0%	$194.3B
Tudor	267.6K	$4.2M	0.0%	$53.9B
Tudor	266.1K	$4.2M	0.0%	$53.9B
Point72	183.1K	$2.9M	0.0%	$78.1B
BlackRock	133.0K	$2.1M	—	$5723.5B
Brevan Howard	119.1K	$1.9M	0.0%	$11.3B
Schonfeld	111.7K	$1.8M	0.0%	$14.2B
Polen Capital	103.3K	$1.6M	0.0%	$14.5B
Fidelity (FMR)	78.7K	$1.2M	0.0%	$1898.4B
Wellington	13.7K	$1.2M	0.0%	$535.5B
Balyasny	58.7K	$932K	0.0%	$77.1B
Franklin Templeton	57.8K	$918K	0.0%	$408.3B
Neuberger Berman (Eisman)	55.0K	$874K	0.0%	$131.4B
Wellington	77.3K	$734K	0.0%	$535.5B
PDT Partners	42.3K	$672K	0.0%	$1.7B
Invesco	26.2K	$416K	0.0%	$653.3B
AQR Capital	17.3K	$270K	0.0%	$218.4B
Gotham Asset	16.3K	$259K	0.0%	$32.7B
Caxton	15.9K	$252K	0.0%	$4.4B
Man Group	12.0K	$191K	0.0%	$55.1B
Man Group	12.0K	$191K	0.0%	$55.1B
Northern Trust	7.2K	$115K	—	$756.6B
Wellington	3.6K	$57K	—	$535.5B

SOFI

Who Holds SOFI