We are live on ! Find out more
SOFI icon

SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
376
Capstone Investment Advisors
New York
$444K +$322K +24,400 New
MIM
377
MetLife Investment Management
New Jersey
$443K -$29.1K -2,205 -8%
CW
378
CreativeOne Wealth
Kansas
$441K +$174K +13,198 +120%
PCM
379
Penserra Capital Management
California
$439K +$318K +24,109 New
SPIA
380
Steward Partners Investment Advisory
New York
$439K -$2.04K -155 -0.6%
GIA
381
Gladstone Institutional Advisory
Florida
$438K -$184K -13,985 -37%
DS
382
DRW Securities
Illinois
$438K +$317K +24,036 New
CFG
383
Citizens Financial Group
Rhode Island
$438K +$317K +24,034 New
AF
384
Allworth Financial
California
$438K -$115K -8,747 -27%
WPC
385
Wedmont Private Capital
Pennsylvania
$435K +$11.6K +879 +4%
CFS
386
Coordinated Financial Services
Colorado
$424K -$31.6K -2,400 -9%
JWCA
387
J.W. Cole Advisors
Florida
$424K -$2.77K -210 -0.9%
WIA
388
World Investment Advisors
California
$423K -$7.89K -598 -3%
MFG
389
Merit Financial Group
Georgia
$418K +$61.9K +4,695 +26%
FFS
390
Founders Financial Securities
Maryland
$411K +$3.96K +300 +1%
TWC
391
TD Waterhouse Canada
Ontario, Canada
$406K +$243K +18,432 +403%
SH
392
SLT Holdings
Arizona
$404K +$58.9K +4,468 +25%
CA
393
Calton & Associates
Florida
$403K -$5.95K -451 -2%
CSP
394
Cary Street Partners
Virginia
$401K +$580 +44 +0.2%
SCA
395
Sassicaia Capital Advisers
New York
$400K +$290K +21,964 New
VA
396
Vident Advisory
Georgia
$398K -$44.2K -3,348 -13%
WP
397
Wealthspan Partners
Iowa
$397K +$2.57K +195 +0.9%
CLA
398
Carnegie Lake Advisors
New Jersey
$395K
MFGM
399
Marshall Financial Group (Maryland)
Maryland
$395K -$3.32K -252 -1%
Stifel Financial
400
Stifel Financial
Missouri
$395K -$14.8K -1,122 -5%

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.