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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
RP
326
Regal Partners
Australia
$628K
CPA
327
Capital Performance Advisors
California
$626K
TI
328
Trexquant Investment
Connecticut
$623K
FCH
329
Freestone Capital Holdings
Washington
$617K
Walleye Capital
330
Walleye Capital
New York
$615K
VFA
331
Valeo Financial Advisors
Indiana
$608K
UB
332
UMB Bank
Missouri
$604K
LFAS
333
Level Four Advisory Services
Texas
$602K
JFG
334
Jefferies Financial Group
New York
$594K
OIA
335
OneDigital Investment Advisors
Kansas
$590K
PHK
336
Point72 Hong Kong
Hong Kong
$581K
N
337
Numerai
California
$576K
MIM
338
Moseley Investment Management
Florida
$573K
ACS
339
Archford Capital Strategies
Illinois
$571K
FA
340
Fortis Advisors
Pennsylvania
$570K
CFM
341
Catalyst Funds Management
Australia
$567K
EH
342
Equitable Holdings
New York
$566K
ACA
343
Aptus Capital Advisors
Alabama
$565K
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$563K
VIM
345
Vinva Investment Management
Australia
$557K
PI
346
PFG Investments
New York
$554K
MFA
347
Mayflower Financial Advisors
Massachusetts
$554K
CFO
348
Callan Family Office
Pennsylvania
$544K
RS
349
R Squared
Hong Kong
$537K
RIA
350
RPG Investment Advisory
California
$536K