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SoFi Technologies
SOFI

Overview Fund Activity

727 hedge funds and large institutions have $10.5B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 301 increasing their positions, 201 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
9.75%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.23%
New
118
Increased
301
Reduced
201
Closed
80
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M

Top Buyers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
$300M
2
Bank of America
Bank of America
North Carolina
$347M
3
Jane Street
Jane Street
New York
$207M
4
QC
Quadrature Capital
United Kingdom
$115M
5
UBS Group
UBS Group
Switzerland
$371M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$533M
3
Renaissance Technologies
Renaissance Technologies
New York
$101M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Man Group
Man Group
United Kingdom
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$1.69M +$109K +5,995 +7%
SC
227
Slow Capital
California
$1.69M – – –
SG Americas Securities
228
SG Americas Securities
New York
$1.68M -$1.17M -64,049 -41%
CWA
229
Clarus Wealth Advisors
Arizona
$1.67M +$254K +12,756 +18%
TI
230
Tidal Investments
Wisconsin
$1.66M +$286K +15,728 +21%
BCM
231
BluePath Capital Management
Georgia
$1.65M +$91.7K +5,033 +6%
PFS
232
Prospera Financial Services
Texas
$1.64M +$233K +12,806 +17%
MMA
233
Miracle Mile Advisors
California
$1.61M +$72K +3,953 +5%
CDDEC
234
Caisse Des Depots Et Consignations
France
$1.61M +$1.61M +88,216 New
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$1.59M +$89.8K +4,934 +6%
VPIM
236
Vanguard Personalized Indexing Management
California
$1.57M +$365K +20,057 +30%
KA
237
Kovack Advisors
Florida
$1.57M +$165K +9,061 +12%
SO
238
STRS Ohio
Ohio
$1.56M +$17.7K +972 +1%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$1.55M +$1.04M +56,887 +203%
Baird Financial Group
240
Baird Financial Group
Wisconsin
$1.54M +$105K +5,769 +7%
FGA
241
Fortis Group Advisors
New Jersey
$1.52M +$1.52M +67,397 New
OTL
242
Oak Thistle LLC
New York
$1.5M -$634K -34,796 -30%
TWM
243
Tradition Wealth Management
Minnesota
$1.48M +$154K +8,438 +12%
HIP
244
HUB Investment Partners
Texas
$1.47M +$905K +49,672 +161%
AWS
245
Atria Wealth Solutions
New York
$1.42M -$2.31M -126,202 -62%
CAM
246
Creekmur Asset Management
Illinois
$1.42M +$855K +46,975 +152%
ACM
247
AlphaStar Capital Management
North Carolina
$1.4M -$4.35M -238,647 -76%
RSA
248
River Street Advisors
Illinois
$1.4M +$179K +9,830 +15%
BAM
249
Belpointe Asset Management
Nevada
$1.39M +$1.04M +57,265 +297%
NL
250
NWAM LLC
Washington
$1.38M +$98.6K +4,521 +8%
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