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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
OAC
301
OMERS Administration Corp
Ontario, Canada
$892K
DC
302
Davenport & Co
Virginia
$869K
PFA
303
Pathway Financial Advisers
Indiana
$862K
CCC
304
Compass Capital Corp
Massachusetts
$851K
1C
305
111 Capital
France
$843K
IEFM
306
IQ EQ Fund Management
Ireland
$840K
SC
307
Savant Capital
Illinois
$840K
Neuberger Berman Group
308
Neuberger Berman Group
New York
$837K
PCMH
309
Polymer Capital Management (HK)
Hong Kong
$824K
FCA
310
Fortis Capital Advisors
Kansas
$812K
FFM
311
Forum Financial Management
Illinois
$797K
GCM
312
Graham Capital Management
Connecticut
$796K
SAG
313
Susquehanna Advisors Group
Pennsylvania
$792K
ASN
314
Advisory Services Network
Georgia
$764K
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$751K
MCM
316
Mainstay Capital Management
Michigan
$751K
A
317
AlphaQuest
New York
$744K
DWM
318
Drive Wealth Management
Utah
$738K
PWM
319
Perigon Wealth Management
California
$715K
VT
320
Vise Technologies
New York
$711K
EF
321
Empowered Funds
Pennsylvania
$695K
US Bancorp
322
US Bancorp
Minnesota
$680K
LFP
323
Lakeshore Financial Planning
Michigan
$665K
MIG
324
McGuire Investment Group
Rhode Island
$655K
Lazard Asset Management
325
Lazard Asset Management
New York
$652K