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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
CPA
326
Capital Performance Advisors
California
$626K
TI
327
Trexquant Investment
Connecticut
$623K
FCH
328
Freestone Capital Holdings
Washington
$617K
Walleye Capital
329
Walleye Capital
New York
$615K
VFA
330
Valeo Financial Advisors
Indiana
$608K
UB
331
UMB Bank
Missouri
$604K
LFAS
332
Level Four Advisory Services
Texas
$602K
JFG
333
Jefferies Financial Group
New York
$594K
OIA
334
OneDigital Investment Advisors
Kansas
$590K
PHK
335
Point72 Hong Kong
Hong Kong
$581K
N
336
Numerai
California
$576K
MIM
337
Moseley Investment Management
Florida
$573K
ACS
338
Archford Capital Strategies
Illinois
$571K
FA
339
Fortis Advisors
Pennsylvania
$570K
CFM
340
Catalyst Funds Management
Australia
$567K
EH
341
Equitable Holdings
New York
$566K
ACA
342
Aptus Capital Advisors
Alabama
$565K
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$563K
VIM
344
Vinva Investment Management
Australia
$557K
PI
345
PFG Investments
New York
$554K
MFA
346
Mayflower Financial Advisors
Massachusetts
$554K
CFO
347
Callan Family Office
Pennsylvania
$544K
RS
348
R Squared
Hong Kong
$537K
RIA
349
RPG Investment Advisory
California
$536K
IAA
350
Independent Advisor Alliance
North Carolina
$528K