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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
IAA
351
Independent Advisor Alliance
North Carolina
$528K
CL
352
Choreo LLC
Illinois
$525K
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$524K
KBC Group
354
KBC Group
Belgium
$521K
SIA
355
Soltis Investment Advisors
Utah
$518K
HCP
356
Hexagon Capital Partners
Arkansas
$515K
FNT
357
First National Trust
Pennsylvania
$514K
IA
358
Integrity Alliance
Iowa
$506K
GCA
359
Greenwood Capital Associates
South Carolina
$503K
AFG
360
Atomi Financial Group
New York
$502K
SLAM
361
Swiss Life Asset Management
$492K
RMC
362
Ring Mountain Capital
California
$491K
FIA
363
Foundations Investment Advisors
Arizona
$490K
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$490K
ECM
365
Everence Capital Management
Indiana
$484K
SW
366
SteelPeak Wealth
California
$482K
EWA
367
Emergent Wealth Advisors
New York
$477K
P
368
&Partners
Tennessee
$470K
BCI
369
Brinker Capital Investments
Pennsylvania
$463K
AF
370
Aldebaran Financial
$459K
RCA
371
Ranch Capital Advisors
Florida
$458K
HC
372
Hourglass Capital
Texas
$455K
DWM
373
Diversify Wealth Management
Utah
$445K
MF
374
Manchester Financial
California
$444K
Capstone Investment Advisors
375
Capstone Investment Advisors
New York
$444K