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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

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

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
RSA
251
River Street Advisors
Illinois
$1.4M +$130K +9,830 +15%
BAM
252
Belpointe Asset Management
Nevada
$1.39M +$755K +57,265 +297%
MC
253
Matisse Capital
Oregon
$1.37M -$75.6K -5,735 -7%
Envestnet Asset Management
254
Envestnet Asset Management
Illinois
$1.35M +$59.4K +4,505 +6%
HAG
255
HighPoint Advisor Group
Illinois
$1.35M -$290 -22 -0%
SA
256
Strategic Advocates
Utah
$1.32M
Vontobel Holding
257
Vontobel Holding
Switzerland
$1.31M -$1.01M -76,213 -52%
CM
258
Caption Management
Oklahoma
$1.3M
Prudential Financial
259
Prudential Financial
New Jersey
$1.29M +$213K +16,146 +24%
XWM
260
Xcel Wealth Management
Florida
$1.28M -$37.7K -2,860 -4%
CMTU
261
Capital Markets Trading (UK)
United Kingdom
$1.28M +$928K +70,370 New
SWM
262
Spire Wealth Management
Virginia
$1.28M -$174K -13,167 -16%
JIP
263
Jaffetilchin Investment Partners
Florida
$1.26M -$129K -9,788 -12%
HI
264
Harbour Investments
Wisconsin
$1.25M -$22.2K -1,684 -2%
KPWS
265
Kestra Private Wealth Services
Texas
$1.25M +$114K +8,620 +14%
BBVA
266
Banco Bilbao Vizcaya Argentaria
Spain
$1.24M -$408K -30,914 -32%
VCM
267
Virtue Capital Management
Tennessee
$1.24M -$133K -10,089 -13%
X
268
Xponance
Pennsylvania
$1.23M -$12.4K -938 -1%
SW
269
Solidarity Wealth
Utah
$1.2M
AWA
270
Arkadios Wealth Advisors
Georgia
$1.17M +$14.8K +1,119 +2%
LNWTC
271
Laird Norton Wetherby Trust Company
Washington
$1.17M
SCM
272
Shelton Capital Management
Colorado
$1.17M +$844K +64,000 New
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$1.16M +$294K +22,289 +54%
HI
274
Hudock Inc
Pennsylvania
$1.15M +$3.46K +262 +0.4%
MPPLM
275
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M +$19.7K +1,494 +2%

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.