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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Aigen Investment Management
New York
$789K
Prudential Financial
252
Prudential Financial
New Jersey
$786K
AWA
253
Alta Wealth Advisors
Massachusetts
$782K
RSA
254
River Street Advisors
Illinois
$782K
VPIM
255
Vanguard Personalized Indexing Management
California
$770K
SW
256
Solidarity Wealth
Utah
$764K
KIG
257
Kennedy Investment Group
New Jersey
$755K
LNWTC
258
Laird Norton Wetherby Trust Company
Washington
$750K
AWA
259
Arkadios Wealth Advisors
Georgia
$737K
Lazard Asset Management
260
Lazard Asset Management
New York
$737K
GCP
261
GSA Capital Partners
United Kingdom
$737K
HI
262
Hudock Inc
Pennsylvania
$733K
BCM
263
Brookstone Capital Management
Illinois
$721K
MPPLM
264
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$718K
William Blair & Company
265
William Blair & Company
Illinois
$718K
KPWS
266
Kestra Private Wealth Services
Texas
$695K
AB
267
Amalgamated Bank
New York
$687K
SLWA
268
San Luis Wealth Advisors
California
$685K
NL
269
NWAM LLC
Washington
$682K
Manulife (Manufacturers Life Insurance)
270
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$678K
M&T Bank
271
M&T Bank
New York
$677K
Principal Financial Group
272
Principal Financial Group
Iowa
$644K
PA
273
Pinnacle Associates
New York
$643K
LFP
274
Lakeshore Financial Planning
Michigan
$625K
ASN
275
Advisory Services Network
Georgia
$620K