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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
OPS
301
Orion Portfolio Solutions
Nebraska
$453K
BCI
302
Brinker Capital Investments
Pennsylvania
$453K
EH
303
Equitable Holdings
New York
$448K
GIA
304
Gladstone Institutional Advisory
Florida
$442K
CCMT
305
CMT Capital Markets Trading
Germany
$426K
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$423K
PI
307
PFG Investments
New York
$421K
MIG
308
McGuire Investment Group
Rhode Island
$418K
TSS
309
Two Sigma Securities
New York
$417K
Allianz Asset Management
310
Allianz Asset Management
Germany
$417K
AF
311
Allworth Financial
California
$404K
CPA
312
Capital Performance Advisors
California
$396K
LFAS
313
Level Four Advisory Services
Texas
$394K
ACS
314
Archford Capital Strategies
Illinois
$393K
VFA
315
Valeo Financial Advisors
Indiana
$393K
SPA
316
Sherbrooke Park Advisers
New York
$386K
UB
317
UMB Bank
Missouri
$386K
EF
318
Empowered Funds
Pennsylvania
$385K
ECM
319
Everence Capital Management
Indiana
$376K
AF
320
Aldebaran Financial
$368K
MIM
321
Moseley Investment Management
Florida
$366K
FA
322
Fortis Advisors
Pennsylvania
$364K
JFG
323
Jefferies Financial Group
New York
$361K
HIP
324
HUB Investment Partners
Texas
$360K
CAM
325
Creekmur Asset Management
Illinois
$359K