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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 282 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
282
Reduced
192
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
226
Matisse Capital
Oregon
$943K -$9.01K -775 -0.9%
AAS
227
Avantax Advisory Services
Texas
$936K +$66.2K +5,688 +8%
Deutsche Bank
228
Deutsche Bank
Germany
$934K -$7.41M -636,847 -89%
TFA
229
Teamwork Financial Advisors
Texas
$933K +$933K +80,250 New
N
230
Numerai
California
$916K +$916K +78,774 New
JIP
231
Jaffetilchin Investment Partners
Florida
$916K +$4.73K +407 +0.5%
Baird Financial Group
232
Baird Financial Group
Wisconsin
$915K -$25K -2,152 -3%
VCM
233
Virtue Capital Management
Tennessee
$908K +$166K +14,292 +22%
PFS
234
Prospera Financial Services
Texas
$900K +$74.3K +6,391 +9%
KA
235
Kovack Advisors
Florida
$896K +$133K +11,423 +17%
CC
236
Centiva Capital
New York
$889K -$669K -57,487 -43%
TI
237
Tidal Investments
Wisconsin
$877K -$1.28M -110,270 -59%
CPC
238
Cookson Peirce & Co
Pennsylvania
$870K +$412K +35,432 +90%
TCM
239
Triumph Capital Management
Colorado
$865K +$57.7K +4,961 +7%
Nomura Holdings
240
Nomura Holdings
Japan
$864K +$683K +58,705 +376%
XWM
241
Xcel Wealth Management
Florida
$854K +$19.5K +1,680 +2%
TWM
242
Tradition Wealth Management
Minnesota
$849K +$116K +9,946 +16%
PSC
243
Portman Square Capital
United Kingdom
$843K +$843K +72,526 New
SA
244
Strategic Advocates
Utah
$843K +$2.44K +210 +0.3%
CM
245
Caption Management
Oklahoma
$832K +$832K +71,500 New
HI
246
Harbour Investments
Wisconsin
$821K +$28.6K +2,463 +4%
Envestnet Asset Management
247
Envestnet Asset Management
Illinois
$811K -$694K -59,676 -46%
CWA
248
Clarus Wealth Advisors
Arizona
$808K +$808K +70,935 New
X
249
Xponance
Pennsylvania
$796K +$45.6K +3,925 +6%
AIM
250
Aigen Investment Management
New York
$789K +$579K +49,797 +275%