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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 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: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
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
NL
251
NWAM LLC
Washington
$1.38M
MC
252
Matisse Capital
Oregon
$1.37M
Envestnet Asset Management
253
Envestnet Asset Management
Illinois
$1.35M
HAG
254
HighPoint Advisor Group
Illinois
$1.35M
SA
255
Strategic Advocates
Utah
$1.32M
Vontobel Holding
256
Vontobel Holding
Switzerland
$1.31M
CM
257
Caption Management
Oklahoma
$1.3M
Prudential Financial
258
Prudential Financial
New Jersey
$1.29M
XWM
259
Xcel Wealth Management
Florida
$1.28M
CMTU
260
Capital Markets Trading (UK)
United Kingdom
$1.28M
SWM
261
Spire Wealth Management
Virginia
$1.28M
JIP
262
Jaffetilchin Investment Partners
Florida
$1.26M
HI
263
Harbour Investments
Wisconsin
$1.25M
KPWS
264
Kestra Private Wealth Services
Texas
$1.25M
BBVA
265
Banco Bilbao Vizcaya Argentaria
Spain
$1.24M
VCM
266
Virtue Capital Management
Tennessee
$1.24M
X
267
Xponance
Pennsylvania
$1.23M
SW
268
Solidarity Wealth
Utah
$1.2M
AWA
269
Arkadios Wealth Advisors
Georgia
$1.17M
LNWTC
270
Laird Norton Wetherby Trust Company
Washington
$1.17M
SCM
271
Shelton Capital Management
Colorado
$1.17M
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$1.16M
HI
273
Hudock Inc
Pennsylvania
$1.15M
MPPLM
274
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M
FRM
275
Fox Run Management
Connecticut
$1.15M