SOFI icon

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 %
IAN
276
Integrated Advisors Network
Texas
$588K +$8.72K +750 +2%
CWC
277
Carolinas Wealth Consulting
North Carolina
$582K +$291K +25,000 +100%
KFSN
278
Keystone Financial Services (Nebraska)
Nebraska
$580K +$373K +32,046 +179%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$575K -$110K -9,487 -16%
MIC
280
Means Investment Company
Maine
$562K -$31.6K -2,714 -5%
DC
281
Davenport & Co
Virginia
$560K -$45.3K -3,898 -7%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$550K -$25.5K -2,682 -4%
BCM
283
Bayesian Capital Management
New York
$549K +$549K +47,202 New
PFA
284
Pathway Financial Advisers
Indiana
$544K -$19.9K -1,715 -4%
SC
285
Savant Capital
Illinois
$540K +$46.7K +4,013 +9%
Kovitz Investment Group Partners
286
Kovitz Investment Group Partners
Illinois
$536K +$224K +19,236 +72%
IMRF
287
Illinois Municipal Retirement Fund
Illinois
$529K +$529K +45,512 New
Neuberger Berman Group
288
Neuberger Berman Group
New York
$525K +$2.8K +241 +0.5%
SPC
289
Sigma Planning Corp
Michigan
$524K +$19K +1,634 +4%
KBC Group
290
KBC Group
Belgium
$520K +$46.7K +4,019 +10%
SAG
291
Susquehanna Advisors Group
Pennsylvania
$506K
US Bancorp
292
US Bancorp
Minnesota
$493K +$128K +11,031 +35%
BC
293
Bayforest Capital
United Kingdom
$490K +$490K +42,130 New
GFM
294
GF Fund Management
China
$485K +$485K +41,704 New
FFM
295
Forum Financial Management
Illinois
$481K -$570 -49 -0.1%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$480K +$40.7K +3,497 +9%
FRM
297
Fox Run Management
Connecticut
$473K +$473K +40,707 New
DWM
298
Drive Wealth Management
Utah
$465K +$4.98K +428 +1%
PWM
299
Perigon Wealth Management
California
$458K -$11.2K -960 -2%
BCI
300
Brinker Capital Investments
Pennsylvania
$453K +$40.6K +3,491 +10%