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SoFi Technologies

728 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, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
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
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$524K +$524K +28,802 New
KBC Group
352
KBC Group
Belgium
$521K -$294K -16,124 -36%
SIA
353
Soltis Investment Advisors
Utah
$518K +$9.12K +501 +2%
HCP
354
Hexagon Capital Partners
Arkansas
$515K -$2.08K -114 -0.4%
FNT
355
First National Trust
Pennsylvania
$514K +$514K +28,200 New
IA
356
Integrity Alliance
Iowa
$506K +$213K +11,673 +72%
GCA
357
Greenwood Capital Associates
South Carolina
$503K -$5.5K -302 -1%
AFG
358
Atomi Financial Group
New York
$502K +$34.4K +1,888 +7%
RMC
359
Ring Mountain Capital
California
$491K +$220K +10,104 +82%
FIA
360
Foundations Investment Advisors
Arizona
$490K +$95.1K +5,224 +24%
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$490K +$92.2K +5,067 +23%
ECM
362
Everence Capital Management
Indiana
$484K -$106K -5,800 -18%
SW
363
SteelPeak Wealth
California
$482K +$14.6K +801 +3%
P
364
&Partners
Tennessee
$470K +$16.1K +885 +4%
BCI
365
Brinker Capital Investments
Pennsylvania
$463K -$247K -13,554 -35%
AF
366
Aldebaran Financial
$459K -$117K -6,400 -20%
RCA
367
Ranch Capital Advisors
Florida
$458K +$458K +25,171 New
HC
368
Hourglass Capital
Texas
$455K -$36.4K -2,000 -7%
DWM
369
Diversify Wealth Management
Utah
$445K +$3.76K +159 +0.9%
MF
370
Manchester Financial
California
$444K
Capstone Investment Advisors
371
Capstone Investment Advisors
New York
$444K +$444K +24,400 New
MIM
372
MetLife Investment Management
New Jersey
$443K -$40.2K -2,205 -8%
CW
373
CreativeOne Wealth
Kansas
$441K +$240K +13,198 +120%
PCM
374
Penserra Capital Management
California
$439K +$439K +24,109 New
SPIA
375
Steward Partners Investment Advisory
New York
$439K -$2.82K -155 -0.6%