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 %
OPS
301
Orion Portfolio Solutions
Nebraska
$453K +$40.6K +3,491 +10%
EH
302
Equitable Holdings
New York
$448K -$58.9K -5,064 -12%
GIA
303
Gladstone Institutional Advisory
Florida
$442K -$3.37K -290 -0.8%
CCMT
304
CMT Capital Markets Trading
Germany
$426K +$426K +36,625 New
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$423K -$24.4K -2,100 -5%
PI
306
PFG Investments
New York
$421K -$133K -11,400 -24%
MIG
307
McGuire Investment Group
Rhode Island
$418K
TSS
308
Two Sigma Securities
New York
$417K +$219K +18,836 +111%
Allianz Asset Management
309
Allianz Asset Management
Germany
$417K -$43.7K -3,754 -9%
AF
310
Allworth Financial
California
$404K -$708K -57,476 -64%
CPA
311
Capital Performance Advisors
California
$396K +$396K +34,047 New
LFAS
312
Level Four Advisory Services
Texas
$394K -$62.5K -5,375 -14%
ACS
313
Archford Capital Strategies
Illinois
$393K -$47 -4 -0%
VFA
314
Valeo Financial Advisors
Indiana
$393K +$37.4K +3,219 +11%
SPA
315
Sherbrooke Park Advisers
New York
$386K +$386K +33,165 New
UB
316
UMB Bank
Missouri
$386K -$87.1K -7,489 -18%
EF
317
Empowered Funds
Pennsylvania
$385K +$19K +1,631 +5%
ECM
318
Everence Capital Management
Indiana
$376K
AF
319
Aldebaran Financial
$368K -$2.5K -215 -0.7%
MIM
320
Moseley Investment Management
Florida
$366K +$5.23K +450 +1%
FA
321
Fortis Advisors
Pennsylvania
$364K -$154K -13,250 -30%
JFG
322
Jefferies Financial Group
New York
$361K -$518K -44,529 -59%
HIP
323
HUB Investment Partners
Texas
$360K +$13.2K +1,138 +4%
CAM
324
Creekmur Asset Management
Illinois
$359K +$24.7K +2,125 +7%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$355K +$6.52K +561 +2%