SOFI icon

SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Sterling Capital Management
North Carolina
$588K
IAN
277
Integrated Advisors Network
Texas
$588K
CWC
278
Carolinas Wealth Consulting
North Carolina
$582K
KFSN
279
Keystone Financial Services (Nebraska)
Nebraska
$580K
MSRPS
280
Maryland State Retirement & Pension System
Maryland
$575K
MIC
281
Means Investment Company
Maine
$562K
DC
282
Davenport & Co
Virginia
$560K
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$550K
BCM
284
Bayesian Capital Management
New York
$549K
PFA
285
Pathway Financial Advisers
Indiana
$544K
SC
286
Savant Capital
Illinois
$540K
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$536K
IMRF
288
Illinois Municipal Retirement Fund
Illinois
$529K
Neuberger Berman Group
289
Neuberger Berman Group
New York
$525K
SPC
290
Sigma Planning Corp
Michigan
$524K
KBC Group
291
KBC Group
Belgium
$520K
SAG
292
Susquehanna Advisors Group
Pennsylvania
$506K
US Bancorp
293
US Bancorp
Minnesota
$493K
BC
294
Bayforest Capital
United Kingdom
$490K
GFM
295
GF Fund Management
China
$485K
FFM
296
Forum Financial Management
Illinois
$481K
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$480K
FRM
298
Fox Run Management
Connecticut
$473K
DWM
299
Drive Wealth Management
Utah
$465K
PWM
300
Perigon Wealth Management
California
$458K