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SoFi Technologies

728 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, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
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
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AGA
401
Accuvest Global Advisors
Utah
$376K -$63.1K -3,467 -14%
HFM
402
Harvest Fund Management
China
$375K +$375K +20,593 New
CAS
403
CTC Alternative Strategies
Illinois
$374K +$374K +20,511 New
SWA
404
Stratos Wealth Advisors
Ohio
$369K -$78.1K -4,290 -17%
NDSI
405
Newman Dignan & Sheerar Inc
Rhode Island
$366K +$22.8K +1,250 +7%
MTIM
406
Marathon Trading Investment Management
Pennsylvania
$357K +$357K +19,600 New
FA
407
Fagan Associates
New York
$355K +$355K +19,485 New
VCP
408
Verus Capital Partners
Arizona
$353K +$21.7K +1,193 +7%
FC
409
FORA Capital
Florida
$349K -$16.7M -918,781 -98%
PAS
410
Park Avenue Securities
New York
$346K +$88.7K +4,870 +34%
EWA
411
Evolution Wealth Advisors
Florida
$341K -$3.64K -200 -1%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$340K +$29.3K +1,610 +9%
FPAS
413
Focus Partners Advisor Solutions
Missouri
$339K -$101K -5,549 -23%
AWM
414
AE Wealth Management
Kansas
$339K +$9.36K +514 +3%
MAG
415
Mayfair Advisory Group
Alabama
$338K -$8.84K -400 -3%
BCG
416
Bravias Capital Group
New Jersey
$338K +$338K +18,550 New
CF
417
Centaurus Financial
California
$337K +$134K +7,365 +66%
PCM
418
Pointe Capital Management
Michigan
$337K
MOS
419
MGO One Seven
Ohio
$334K +$35.7K +1,958 +12%
CGIM
420
Cannon Global Investment Management
Florida
$323K -$223K -12,254 -41%
MFAM
421
Motley Fool Asset Management
Virginia
$322K -$10.3K -568 -3%
DAS
422
Dynamic Advisor Solutions
Arizona
$319K +$47.1K +2,586 +17%
NFSG
423
Newbridge Financial Services Group
Florida
$318K -$83.5K -4,583 -21%
CAI
424
Capital Advisors Inc
Oklahoma
$317K +$73.6K +4,041 +30%
NP
425
NorthRock Partners
Minnesota
$316K +$47.4K +2,601 +18%