SOFI icon

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
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$1.14M
BCM
277
Brookstone Capital Management
Illinois
$1.13M
IWC
278
Integrated Wealth Concepts
Massachusetts
$1.13M
SCM
279
Sterling Capital Management
North Carolina
$1.12M
SPC
280
Sigma Planning Corp
Michigan
$1.1M
AIM
281
Aigen Investment Management
New York
$1.1M
GC
282
Grange Capital
Oregon
$1.08M
SM
283
Sciencast Management
New Jersey
$1.07M
AB
284
Amalgamated Bank
New York
$1.06M
KIG
285
Kennedy Investment Group
New Jersey
$1.06M
Manulife (Manufacturers Life Insurance)
286
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06M
SLWA
287
San Luis Wealth Advisors
California
$1.05M
M&T Bank
288
M&T Bank
New York
$1.04M
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$1.01M
PCM
290
PAR Capital Management
Massachusetts
$1M
PA
291
Pinnacle Associates
New York
$996K
MIC
292
Means Investment Company
Maine
$986K
KFSN
293
Keystone Financial Services (Nebraska)
Nebraska
$953K
TSS
294
Two Sigma Securities
New York
$944K
TRCT
295
Tower Research Capital (TRC)
New York
$934K
FCM
296
Firsthand Capital Management
California
$911K
JF
297
Joule Financial
Kentucky
$903K
XT
298
XTX Topco
Cayman Islands
$903K
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$900K
CCMT
300
CMT Capital Markets Trading
Germany
$897K