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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
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$355K
CGIM
327
Cannon Global Investment Management
Florida
$349K
OIA
328
OneDigital Investment Advisors
Kansas
$349K
ACA
329
Aptus Capital Advisors
Alabama
$349K
FCH
330
Freestone Capital Holdings
Washington
$348K
BFM
331
Boothbay Fund Management
New York
$348K
LW
332
Lauer Wealth
Indiana
$333K
HCP
333
Hexagon Capital Partners
Arkansas
$331K
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$326K
XT
335
XTX Topco
Cayman Islands
$325K
SIA
336
Soltis Investment Advisors
Utah
$325K
GCA
337
Greenwood Capital Associates
South Carolina
$325K
MFA
338
Mayflower Financial Advisors
Massachusetts
$318K
PCA
339
Pallas Capital Advisors
Massachusetts
$317K
M1FG
340
Mach-1 Financial Group
Arkansas
$316K
HC
341
Hourglass Capital
Texas
$314K
IAA
342
Independent Advisor Alliance
North Carolina
$312K
MIM
343
MetLife Investment Management
New Jersey
$309K
G
344
Gainplan
Michigan
$305K
CFS
345
Coordinated Financial Services
Colorado
$299K
SW
346
SteelPeak Wealth
California
$299K
AFG
347
Atomi Financial Group
New York
$298K
AFM
348
Armstrong Fleming & Moore
District of Columbia
$297K
P
349
&Partners
Tennessee
$295K
FFS
350
Founders Financial Securities
Maryland
$294K