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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
CL
351
Choreo LLC
Illinois
$525K
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$524K
KBC Group
353
KBC Group
Belgium
$521K
SIA
354
Soltis Investment Advisors
Utah
$518K
HCP
355
Hexagon Capital Partners
Arkansas
$515K
FNT
356
First National Trust
Pennsylvania
$514K
IA
357
Integrity Alliance
Iowa
$506K
GCA
358
Greenwood Capital Associates
South Carolina
$503K
AFG
359
Atomi Financial Group
New York
$502K
RMC
360
Ring Mountain Capital
California
$491K
FIA
361
Foundations Investment Advisors
Arizona
$490K
National Bank of Canada
362
National Bank of Canada
Quebec, Canada
$490K
ECM
363
Everence Capital Management
Indiana
$484K
SW
364
SteelPeak Wealth
California
$482K
P
365
&Partners
Tennessee
$470K
BCI
366
Brinker Capital Investments
Pennsylvania
$463K
AF
367
Aldebaran Financial
$459K
RCA
368
Ranch Capital Advisors
Florida
$458K
HC
369
Hourglass Capital
Texas
$455K
DWM
370
Diversify Wealth Management
Utah
$445K
MF
371
Manchester Financial
California
$444K
Capstone Investment Advisors
372
Capstone Investment Advisors
New York
$444K
MIM
373
MetLife Investment Management
New Jersey
$443K
CW
374
CreativeOne Wealth
Kansas
$441K
PCM
375
Penserra Capital Management
California
$439K