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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, 281 increasing their positions, 193 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
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
S
376
SignatureFD
Georgia
$250K +$14.5K +1,246 +6%
DWM
377
Diversify Wealth Management
Utah
$247K +$13 +1 +0%
CAM
378
Concorde Asset Management
Michigan
$242K -$21.2K -1,860 -8%
MFGM
379
Marshall Financial Group (Maryland)
Maryland
$242K +$8.33K +716 +4%
MAS
380
Meeder Advisory Services
Ohio
$233K +$41K +3,525 +21%
BAM
381
Belpointe Asset Management
Nevada
$224K -$183K -15,726 -45%
MCM
382
Mainstay Capital Management
Michigan
$224K +$5.89K +506 +3%
TCM
383
Traynor Capital Management
Pennsylvania
$224K -$116K -9,987 -34%
WPC
384
Wedmont Private Capital
Pennsylvania
$221K +$24.6K +2,299 +13%
EWA
385
Evolution Wealth Advisors
Florida
$220K +$42.9K +3,685 +24%
NDSI
386
Newman Dignan & Sheerar Inc
Rhode Island
$219K +$24.4K +2,095 +12%
PCM
387
Pointe Capital Management
Michigan
$215K
MFG
388
Merit Financial Group
Georgia
$213K -$150K -12,887 -41%
MFAM
389
Motley Fool Asset Management
Virginia
$212K +$212K +18,235 New
VCP
390
Verus Capital Partners
Arizona
$212K -$13.8K -1,190 -6%
AWM
391
AE Wealth Management
Kansas
$211K +$36.1K +3,105 +21%
NAS
392
NWF Advisory Services
California
$211K +$211K +18,100 New
GAA
393
Global Assets Advisory
Florida
$210K +$210K +19,355 New
Envestnet Portfolio Solutions
394
Envestnet Portfolio Solutions
Illinois
$207K -$58K -4,984 -22%
SH
395
SLT Holdings
Arizona
$206K +$41.3K +3,550 +25%
CI
396
CacheTech Inc
Utah
$201K +$201K +17,333 New
AWM
397
Adams Wealth Management
Utah
$201K +$201K +17,333 New
CIBC World Market
398
CIBC World Market
Ontario, Canada
$199K -$1.7K -146 -0.8%
HSBC Holdings
399
HSBC Holdings
United Kingdom
$197K +$47.2K +4,100 +32%
B
400
Bensler
Washington
$196K -$3.37K -290 -2%