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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

5.31% more ownership

Funds ownership: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.66B
Puts
$2.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
226
Highview Capital Management
Illinois
$1.73M
SWP
227
Stratos Wealth Partners
Ohio
$1.69M
SC
228
Slow Capital
California
$1.69M
SG Americas Securities
229
SG Americas Securities
New York
$1.68M
CWA
230
Clarus Wealth Advisors
Arizona
$1.67M
TI
231
Tidal Investments
Wisconsin
$1.66M
BCM
232
BluePath Capital Management
Georgia
$1.65M
PFS
233
Prospera Financial Services
Texas
$1.64M
MMA
234
Miracle Mile Advisors
California
$1.61M
CDDEC
235
Caisse Des Depots Et Consignations
France
$1.61M
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$1.59M
VPIM
237
Vanguard Personalized Indexing Management
California
$1.57M
KA
238
Kovack Advisors
Florida
$1.57M
SO
239
STRS Ohio
Ohio
$1.56M
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$1.55M
Baird Financial Group
241
Baird Financial Group
Wisconsin
$1.54M
FGA
242
Fortis Group Advisors
New Jersey
$1.52M
OTL
243
Oak Thistle LLC
New York
$1.5M
TWM
244
Tradition Wealth Management
Minnesota
$1.48M
HIP
245
HUB Investment Partners
Texas
$1.47M
AWS
246
Atria Wealth Solutions
New York
$1.42M
CAM
247
Creekmur Asset Management
Illinois
$1.42M
ACM
248
AlphaStar Capital Management
North Carolina
$1.4M
RSA
249
River Street Advisors
Illinois
$1.4M
BAM
250
Belpointe Asset Management
Nevada
$1.39M