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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
DC
301
Davenport & Co
Virginia
$869K
PFA
302
Pathway Financial Advisers
Indiana
$862K
CCC
303
Compass Capital Corp
Massachusetts
$851K
1C
304
111 Capital
France
$843K
IEFM
305
IQ EQ Fund Management
Ireland
$840K
SC
306
Savant Capital
Illinois
$840K
Neuberger Berman Group
307
Neuberger Berman Group
New York
$837K
PCMH
308
Polymer Capital Management (HK)
Hong Kong
$824K
FCA
309
Fortis Capital Advisors
Kansas
$812K
FFM
310
Forum Financial Management
Illinois
$797K
GCM
311
Graham Capital Management
Connecticut
$796K
SAG
312
Susquehanna Advisors Group
Pennsylvania
$792K
ASN
313
Advisory Services Network
Georgia
$764K
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$751K
MCM
315
Mainstay Capital Management
Michigan
$751K
A
316
AlphaQuest
New York
$744K
DWM
317
Drive Wealth Management
Utah
$738K
PWM
318
Perigon Wealth Management
California
$715K
VT
319
Vise Technologies
New York
$711K
EF
320
Empowered Funds
Pennsylvania
$695K
US Bancorp
321
US Bancorp
Minnesota
$680K
LFP
322
Lakeshore Financial Planning
Michigan
$665K
MIG
323
McGuire Investment Group
Rhode Island
$655K
Lazard Asset Management
324
Lazard Asset Management
New York
$652K
RP
325
Regal Partners
Australia
$628K