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SoFi Technologies

727 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, 301 increasing their positions, 201 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
9.75%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.23%
New
118
Increased
301
Reduced
201
Closed
80
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
301
Davenport & Co
Virginia
$869K -$8.56K -470 -1%
PFA
302
Pathway Financial Advisers
Indiana
$862K +$9.78K +537 +1%
CCC
303
Compass Capital Corp
Massachusetts
$851K +$616K +29,530 +262%
1C
304
111 Capital
France
$843K +$843K +46,319 New
IEFM
305
IQ EQ Fund Management
Ireland
$840K +$840K +46,131 New
SC
306
Savant Capital
Illinois
$840K -$5.39K -296 -0.6%
Neuberger Berman Group
307
Neuberger Berman Group
New York
$837K +$15.2K +836 +2%
PCMH
308
Polymer Capital Management (HK)
Hong Kong
$824K +$824K +45,274 New
FCA
309
Fortis Capital Advisors
Kansas
$812K +$812K +44,567 New
FFM
310
Forum Financial Management
Illinois
$797K +$43.2K +2,372 +6%
GCM
311
Graham Capital Management
Connecticut
$796K +$796K +43,686 New
SAG
312
Susquehanna Advisors Group
Pennsylvania
$792K
ASN
313
Advisory Services Network
Georgia
$764K -$439K -19,435 -36%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$751K +$88.8K +4,877 +13%
MCM
315
Mainstay Capital Management
Michigan
$751K +$400K +21,957 +114%
A
316
AlphaQuest
New York
$744K +$744K +40,859 New
DWM
317
Drive Wealth Management
Utah
$738K +$10.3K +563 +1%
PWM
318
Perigon Wealth Management
California
$715K -$1.04K -57 -0.1%
VT
319
Vise Technologies
New York
$711K +$711K +39,031 New
EF
320
Empowered Funds
Pennsylvania
$695K +$91.8K +5,040 +15%
US Bancorp
321
US Bancorp
Minnesota
$680K -$91.4K -5,017 -12%
LFP
322
Lakeshore Financial Planning
Michigan
$665K -$313K -17,200 -32%
MIG
323
McGuire Investment Group
Rhode Island
$655K
Lazard Asset Management
324
Lazard Asset Management
New York
$652K -$501K -27,571 -43%
RP
325
Regal Partners
Australia
$628K +$628K +34,513 New