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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
MC
251
Matisse Capital
Oregon
$1.37M
Envestnet Asset Management
252
Envestnet Asset Management
Illinois
$1.35M
HAG
253
HighPoint Advisor Group
Illinois
$1.35M
SA
254
Strategic Advocates
Utah
$1.32M
Vontobel Holding
255
Vontobel Holding
Switzerland
$1.31M
CM
256
Caption Management
Oklahoma
$1.3M
Prudential Financial
257
Prudential Financial
New Jersey
$1.29M
XWM
258
Xcel Wealth Management
Florida
$1.28M
CMTU
259
Capital Markets Trading (UK)
United Kingdom
$1.28M
SWM
260
Spire Wealth Management
Virginia
$1.28M
JIP
261
Jaffetilchin Investment Partners
Florida
$1.26M
HI
262
Harbour Investments
Wisconsin
$1.25M
KPWS
263
Kestra Private Wealth Services
Texas
$1.25M
BBVA
264
Banco Bilbao Vizcaya Argentaria
Spain
$1.24M
VCM
265
Virtue Capital Management
Tennessee
$1.24M
X
266
Xponance
Pennsylvania
$1.23M
SW
267
Solidarity Wealth
Utah
$1.2M
AWA
268
Arkadios Wealth Advisors
Georgia
$1.17M
LNWTC
269
Laird Norton Wetherby Trust Company
Washington
$1.17M
SCM
270
Shelton Capital Management
Colorado
$1.17M
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$1.16M
HI
272
Hudock Inc
Pennsylvania
$1.15M
MPPLM
273
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M
FRM
274
Fox Run Management
Connecticut
$1.15M
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
$1.14M