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