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SoFi Technologies

727 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, 201 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
9.75%
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
201
Closed
80
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
376
Gladstone Institutional Advisory
Florida
$438K -$255K -13,985 -37%
DS
377
DRW Securities
Illinois
$438K +$438K +24,036 New
CFG
378
Citizens Financial Group
Rhode Island
$438K +$438K +24,034 New
AF
379
Allworth Financial
California
$438K -$159K -8,747 -27%
WPC
380
Wedmont Private Capital
Pennsylvania
$435K +$17.8K +879 +4%
CFS
381
Coordinated Financial Services
Colorado
$424K -$43.7K -2,400 -9%
JWCA
382
J.W. Cole Advisors
Florida
$424K -$3.82K -210 -0.9%
WIA
383
World Investment Advisors
California
$423K -$10.9K -598 -3%
MFG
384
Merit Financial Group
Georgia
$418K +$85.5K +4,695 +26%
FFS
385
Founders Financial Securities
Maryland
$411K +$5.46K +300 +1%
TWC
386
TD Waterhouse Canada
Ontario, Canada
$406K +$325K +18,432 +403%
SH
387
SLT Holdings
Arizona
$404K +$81.4K +4,468 +25%
CA
388
Calton & Associates
Florida
$403K -$8.21K -451 -2%
CSP
389
Cary Street Partners
Virginia
$401K +$801 +44 +0.2%
SCA
390
Sassicaia Capital Advisers
New York
$400K +$400K +21,964 New
VA
391
Vident Advisory
Georgia
$398K -$61K -3,348 -13%
WP
392
Wealthspan Partners
Iowa
$397K +$3.55K +195 +0.9%
CLA
393
Carnegie Lake Advisors
New Jersey
$395K
MFGM
394
Marshall Financial Group (Maryland)
Maryland
$395K -$4.85K -252 -1%
Stifel Financial
395
Stifel Financial
Missouri
$395K -$20.4K -1,122 -5%
OL
396
one8zero8 LLC
North Carolina
$392K -$9.11K -500 -2%
PA
397
Probity Advisors
Texas
$389K -$13.1K -722 -3%
MAS
398
Meeder Advisory Services
Ohio
$381K +$15.5K +851 +4%
SFS
399
Sowell Financial Services
Arkansas
$379K -$26.6K -1,458 -7%
SW
400
Simplicity Wealth
New Jersey
$377K -$3.8M -208,595 -91%