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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 %
CPA
326
Capital Performance Advisors
California
$626K +$6.12K +336 +1%
TI
327
Trexquant Investment
Connecticut
$623K -$18.1M -992,303 -97%
FCH
328
Freestone Capital Holdings
Washington
$617K +$71.1K +3,905 +13%
Walleye Capital
329
Walleye Capital
New York
$615K -$4.81M -263,895 -89%
UB
330
UMB Bank
Missouri
$604K +$656 +36 +0.1%
LFAS
331
Level Four Advisory Services
Texas
$602K -$14.7K -805 -2%
JFG
332
Jefferies Financial Group
New York
$594K +$28.4K +1,560 +5%
OIA
333
OneDigital Investment Advisors
Kansas
$590K +$44.5K +2,441 +8%
PHK
334
Point72 Hong Kong
Hong Kong
$581K +$581K +31,927 New
N
335
Numerai
California
$576K -$859K -47,162 -60%
MIM
336
Moseley Investment Management
Florida
$573K -$419 -23 -0.1%
ACS
337
Archford Capital Strategies
Illinois
$571K -$43.6K -2,396 -7%
FA
338
Fortis Advisors
Pennsylvania
$570K
CFM
339
Catalyst Funds Management
Australia
$567K -$2.92M -160,155 -84%
EH
340
Equitable Holdings
New York
$566K -$135K -7,435 -19%
ACA
341
Aptus Capital Advisors
Alabama
$565K +$19.4K +1,066 +4%
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$563K +$6.37K +350 +1%
VIM
343
Vinva Investment Management
Australia
$557K +$557K +21,170 New
PI
344
PFG Investments
New York
$554K -$106K -5,798 -16%
MFA
345
Mayflower Financial Advisors
Massachusetts
$554K +$56.5K +3,100 +11%
CFO
346
Callan Family Office
Pennsylvania
$544K +$544K +29,889 New
RS
347
R Squared
Hong Kong
$537K +$537K +29,484 New
RIA
348
RPG Investment Advisory
California
$536K +$536K +29,450 New
IAA
349
Independent Advisor Alliance
North Carolina
$528K +$39.7K +2,181 +8%
CL
350
Choreo LLC
Illinois
$525K +$233K +12,783 +80%