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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 %
CGIM
326
Cannon Global Investment Management
Florida
$349K -$58.2K -5,000 -14%
OIA
327
OneDigital Investment Advisors
Kansas
$349K +$61.5K +5,292 +21%
ACA
328
Aptus Capital Advisors
Alabama
$349K -$41K -3,526 -11%
FCH
329
Freestone Capital Holdings
Washington
$348K -$195K -16,758 -36%
BFM
330
Boothbay Fund Management
New York
$348K +$348K +29,955 New
LW
331
Lauer Wealth
Indiana
$333K -$346K -26,100 -51%
HCP
332
Hexagon Capital Partners
Arkansas
$331K -$29.8K -2,565 -8%
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$326K +$46.3K +3,980 +17%
XT
334
XTX Topco
Cayman Islands
$325K +$50.1K +4,305 +18%
SIA
335
Soltis Investment Advisors
Utah
$325K -$185K -15,945 -36%
GCA
336
Greenwood Capital Associates
South Carolina
$325K +$325K +27,929 New
MFA
337
Mayflower Financial Advisors
Massachusetts
$318K +$160K +13,750 +101%
PCA
338
Pallas Capital Advisors
Massachusetts
$317K -$34.4K -2,960 -10%
M1FG
339
Mach-1 Financial Group
Arkansas
$316K +$316K +27,168 New
HC
340
Hourglass Capital
Texas
$314K -$151K -13,000 -33%
IAA
341
Independent Advisor Alliance
North Carolina
$312K +$112K +9,614 +56%
MIM
342
MetLife Investment Management
New Jersey
$309K +$7.16K +616 +2%
G
343
Gainplan
Michigan
$305K +$305K +26,193 New
CFS
344
Coordinated Financial Services
Colorado
$299K +$6.98K +600 +2%
SW
345
SteelPeak Wealth
California
$299K -$85.9K -7,382 -22%
AFG
346
Atomi Financial Group
New York
$298K +$51.7K +4,444 +21%
AFM
347
Armstrong Fleming & Moore
District of Columbia
$297K +$297K +25,575 New
P
348
&Partners
Tennessee
$295K +$73.5K +6,200 +33%
FFS
349
Founders Financial Securities
Maryland
$294K -$72.6K -5,500 -20%
VA
350
Vident Advisory
Georgia
$293K +$143K +12,332 +96%