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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 %
SB
401
SIG Brokerage
New York
$195K +$195K +16,798 New
CFG
402
Cooper Financial Group
California
$195K +$4.29K +369 +2%
CNWM
403
Clay Northam Wealth Management
California
$194K +$15.5K +1,329 +9%
SCM
404
SCS Capital Management
Massachusetts
$193K +$193K +16,601 New
AFG
405
Albion Financial Group
Utah
$191K
MOS
406
MGO One Seven
Ohio
$190K -$998K -85,837 -84%
T
407
TrueFG
Texas
$190K
RWA
408
Redhawk Wealth Advisors
Minnesota
$188K
Credit Agricole
409
Credit Agricole
France
$188K +$188K +16,188 New
IWN
410
Independent Wealth Network
Iowa
$187K -$65.7K -5,648 -26%
IA
411
Integrity Alliance
Iowa
$187K +$187K +16,109 New
CL
412
Choreo LLC
Illinois
$187K -$44.1K -3,789 -19%
USCWA
413
U.S. Capital Wealth Advisors
Texas
$185K +$40K +3,437 +28%
NWM
414
Northwest Wealth Management
Iowa
$185K +$3.5K +301 +2%
MAG
415
Mayfair Advisory Group
Alabama
$182K +$35.5K +3,050 +24%
BFS
416
Burr Financial Services
California
$181K +$17.3K +1,490 +11%
SFA
417
Sequoia Financial Advisors
Ohio
$181K +$181K +15,544 New
UWM
418
USAdvisors Wealth Management
Minnesota
$180K +$180K +15,500 New
HH
419
Hilltop Holdings
Texas
$180K +$15.3K +1,312 +9%
GVAG
420
Great Valley Advisor Group
Delaware
$179K -$93.3K -8,026 -34%
HGA
421
Hobbs Group Advisors
South Carolina
$178K -$391K -33,661 -69%
RG
422
Rathbones Group
United Kingdom
$176K +$176K +15,167 New
GSIAS
423
Garden State Investment Advisory Services
New Jersey
$176K +$15.5K +1,330 +10%
FW
424
FullCircle Wealth
Texas
$176K -$7.92K -600 -4%
GAM
425
Gotham Asset Management
New York
$174K