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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 %
Prudential Financial
251
Prudential Financial
New Jersey
$786K +$176K +15,136 +29%
AWA
252
Alta Wealth Advisors
Massachusetts
$782K -$40.7K -3,500 -5%
RSA
253
River Street Advisors
Illinois
$782K +$48.6K +4,179 +7%
VPIM
254
Vanguard Personalized Indexing Management
California
$770K +$29.3K +2,517 +4%
SW
255
Solidarity Wealth
Utah
$764K
KIG
256
Kennedy Investment Group
New Jersey
$755K -$61.6K -5,300 -8%
LNWTC
257
Laird Norton Wetherby Trust Company
Washington
$750K
AWA
258
Arkadios Wealth Advisors
Georgia
$737K +$12.7K +1,092 +2%
Lazard Asset Management
259
Lazard Asset Management
New York
$737K +$509K +43,831 +223%
GCP
260
GSA Capital Partners
United Kingdom
$737K +$737K +63,349 New
HI
261
Hudock Inc
Pennsylvania
$733K -$45.1K -3,881 -6%
BCM
262
Brookstone Capital Management
Illinois
$721K -$13.1K -1,125 -2%
MPPLM
263
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$718K +$87.2K +7,499 +14%
William Blair & Company
264
William Blair & Company
Illinois
$718K +$424K +36,496 +145%
KPWS
265
Kestra Private Wealth Services
Texas
$695K +$495K +42,575 +248%
AB
266
Amalgamated Bank
New York
$687K +$23.9K +2,051 +4%
SLWA
267
San Luis Wealth Advisors
California
$685K -$7.09K -618 -1%
NL
268
NWAM LLC
Washington
$682K +$163K +14,023 +31%
Manulife (Manufacturers Life Insurance)
269
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$678K -$1.88M -161,394 -73%
M&T Bank
270
M&T Bank
New York
$677K +$61.3K +5,274 +10%
Principal Financial Group
271
Principal Financial Group
Iowa
$644K -$62.9K -5,410 -9%
PA
272
Pinnacle Associates
New York
$643K +$153K +13,140 +31%
LFP
273
Lakeshore Financial Planning
Michigan
$625K -$186K -16,000 -23%
ASN
274
Advisory Services Network
Georgia
$620K +$28.6K +2,460 +5%
SCM
275
Sterling Capital Management
North Carolina
$588K -$57.8K -4,973 -9%