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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 %
FGP
351
Freestone Grove Partners
California
$292K +$292K +25,109 New
Brown Advisory
352
Brown Advisory
Maryland
$288K +$288K +24,773 New
SWA
353
Stratos Wealth Advisors
Ohio
$286K +$4.61K +396 +2%
MF
354
Manchester Financial
California
$284K +$11.6K +1,000 +4%
SPIA
355
Steward Partners Investment Advisory
New York
$282K -$9.57K -823 -3%
FPAS
356
Focus Partners Advisor Solutions
Missouri
$282K +$42.7K +3,667 +18%
AGA
357
Accuvest Global Advisors
Utah
$281K +$281K +24,132 New
PCIA
358
Prime Capital Investment Advisors
Kansas
$278K +$278K +23,940 New
WIA
359
World Investment Advisors
California
$277K +$17.3K +1,488 +7%
GWM
360
Geneos Wealth Management
Colorado
$276K +$142K +12,216 +106%
JWCA
361
J.W. Cole Advisors
Florida
$273K +$133K +11,454 +95%
Stifel Financial
362
Stifel Financial
Missouri
$265K -$462K -39,749 -64%
CA
363
Calton & Associates
Florida
$263K +$55.3K +4,751 +27%
SFS
364
Sowell Financial Services
Arkansas
$259K +$259K +22,293 New
GCM
365
Greenland Capital Management
New York
$257K +$257K +22,120 New
PA
366
Probity Advisors
Texas
$257K -$9.7K -834 -4%
NFSG
367
Newbridge Financial Services Group
Florida
$257K -$54.3K -4,668 -17%
OL
368
one8zero8 LLC
North Carolina
$256K
CSP
369
Cary Street Partners
Virginia
$255K -$198 -17 -0.1%
VI
370
Versor Investments
New York
$255K +$255K +21,900 New
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$254K -$90.9K -7,825 -26%
FIA
372
Foundations Investment Advisors
Arizona
$252K +$49.1K +4,225 +24%
CLA
373
Carnegie Lake Advisors
New Jersey
$252K +$6.97K +600 +3%
MAM
374
Meeder Asset Management
Ohio
$252K +$6K +516 +2%
WP
375
Wealthspan Partners
Iowa
$251K +$21.5K +1,850 +9%