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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
MIM
376
MetLife Investment Management
New Jersey
$443K
CW
377
CreativeOne Wealth
Kansas
$441K
PCM
378
Penserra Capital Management
California
$439K
SPIA
379
Steward Partners Investment Advisory
New York
$439K
GIA
380
Gladstone Institutional Advisory
Florida
$438K
DS
381
DRW Securities
Illinois
$438K
CFG
382
Citizens Financial Group
Rhode Island
$438K
AF
383
Allworth Financial
California
$438K
WPC
384
Wedmont Private Capital
Pennsylvania
$435K
CFS
385
Coordinated Financial Services
Colorado
$424K
JWCA
386
J.W. Cole Advisors
Florida
$424K
WIA
387
World Investment Advisors
California
$423K
MFG
388
Merit Financial Group
Georgia
$418K
FFS
389
Founders Financial Securities
Maryland
$411K
TWC
390
TD Waterhouse Canada
Ontario, Canada
$406K
SH
391
SLT Holdings
Arizona
$404K
CA
392
Calton & Associates
Florida
$403K
CSP
393
Cary Street Partners
Virginia
$401K
SCA
394
Sassicaia Capital Advisers
New York
$400K
VA
395
Vident Advisory
Georgia
$398K
WP
396
Wealthspan Partners
Iowa
$397K
CLA
397
Carnegie Lake Advisors
New Jersey
$395K
MFGM
398
Marshall Financial Group (Maryland)
Maryland
$395K
Stifel Financial
399
Stifel Financial
Missouri
$395K
OL
400
one8zero8 LLC
North Carolina
$392K