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SoFi Technologies

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
Name Holding Trade Value Shares
Change
Shares
Change %
MC
251
Matisse Capital
Oregon
$1.37M -$104K -5,735 -7%
Envestnet Asset Management
252
Envestnet Asset Management
Illinois
$1.35M +$82K +4,505 +6%
HAG
253
HighPoint Advisor Group
Illinois
$1.35M -$401 -22 -0%
SA
254
Strategic Advocates
Utah
$1.32M
Vontobel Holding
255
Vontobel Holding
Switzerland
$1.31M -$1.39M -76,213 -52%
CM
256
Caption Management
Oklahoma
$1.3M
Prudential Financial
257
Prudential Financial
New Jersey
$1.29M +$248K +16,146 +24%
XWM
258
Xcel Wealth Management
Florida
$1.28M -$52.1K -2,860 -4%
CMTU
259
Capital Markets Trading (UK)
United Kingdom
$1.28M +$1.28M +70,370 New
SWM
260
Spire Wealth Management
Virginia
$1.28M -$240K -13,167 -16%
JIP
261
Jaffetilchin Investment Partners
Florida
$1.26M -$178K -9,788 -12%
HI
262
Harbour Investments
Wisconsin
$1.25M -$30.7K -1,684 -2%
KPWS
263
Kestra Private Wealth Services
Texas
$1.25M +$157K +8,620 +14%
BBVA
264
Banco Bilbao Vizcaya Argentaria
Spain
$1.24M -$580K -30,914 -32%
VCM
265
Virtue Capital Management
Tennessee
$1.24M -$184K -10,089 -13%
X
266
Xponance
Pennsylvania
$1.23M -$17.1K -938 -1%
SW
267
Solidarity Wealth
Utah
$1.2M
AWA
268
Arkadios Wealth Advisors
Georgia
$1.17M +$20.4K +1,119 +2%
LNWTC
269
Laird Norton Wetherby Trust Company
Washington
$1.17M
SCM
270
Shelton Capital Management
Colorado
$1.17M +$1.17M +64,000 New
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$1.16M +$406K +22,289 +54%
HI
272
Hudock Inc
Pennsylvania
$1.15M +$4.77K +262 +0.4%
MPPLM
273
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M +$27.2K +1,494 +2%
FRM
274
Fox Run Management
Connecticut
$1.15M +$404K +22,173 +54%
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
$1.14M +$306K +16,807 +36%