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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
SWP
226
Stratos Wealth Partners
Ohio
$1.69M
SC
227
Slow Capital
California
$1.69M
SG Americas Securities
228
SG Americas Securities
New York
$1.68M
CWA
229
Clarus Wealth Advisors
Arizona
$1.67M
TI
230
Tidal Investments
Wisconsin
$1.66M
BCM
231
BluePath Capital Management
Georgia
$1.65M
PFS
232
Prospera Financial Services
Texas
$1.64M
MMA
233
Miracle Mile Advisors
California
$1.61M
CDDEC
234
Caisse Des Depots Et Consignations
France
$1.61M
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$1.59M
VPIM
236
Vanguard Personalized Indexing Management
California
$1.57M
KA
237
Kovack Advisors
Florida
$1.57M
SO
238
STRS Ohio
Ohio
$1.56M
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$1.55M
Baird Financial Group
240
Baird Financial Group
Wisconsin
$1.54M
FGA
241
Fortis Group Advisors
New Jersey
$1.52M
OTL
242
Oak Thistle LLC
New York
$1.5M
TWM
243
Tradition Wealth Management
Minnesota
$1.48M
HIP
244
HUB Investment Partners
Texas
$1.47M
AWS
245
Atria Wealth Solutions
New York
$1.42M
CAM
246
Creekmur Asset Management
Illinois
$1.42M
ACM
247
AlphaStar Capital Management
North Carolina
$1.4M
RSA
248
River Street Advisors
Illinois
$1.4M
BAM
249
Belpointe Asset Management
Nevada
$1.39M
NL
250
NWAM LLC
Washington
$1.38M