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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
401
HSBC Holdings
United Kingdom
$197K
B
402
Bensler
Washington
$196K
SB
403
SIG Brokerage
New York
$195K
CFG
404
Cooper Financial Group
California
$195K
CNWM
405
Clay Northam Wealth Management
California
$194K
SCM
406
SCS Capital Management
Massachusetts
$193K
AFG
407
Albion Financial Group
Utah
$191K
MOS
408
MGO One Seven
Ohio
$190K
T
409
TrueFG
Texas
$190K
RWA
410
Redhawk Wealth Advisors
Minnesota
$188K
Credit Agricole
411
Credit Agricole
France
$188K
IWN
412
Independent Wealth Network
Iowa
$187K
IA
413
Integrity Alliance
Iowa
$187K
CL
414
Choreo LLC
Illinois
$187K
USCWA
415
U.S. Capital Wealth Advisors
Texas
$185K
NWM
416
Northwest Wealth Management
Iowa
$185K
MAG
417
Mayfair Advisory Group
Alabama
$182K
BFS
418
Burr Financial Services
California
$181K
SFA
419
Sequoia Financial Advisors
Ohio
$181K
UWM
420
USAdvisors Wealth Management
Minnesota
$180K
HH
421
Hilltop Holdings
Texas
$180K
GVAG
422
Great Valley Advisor Group
Delaware
$179K
HGA
423
Hobbs Group Advisors
South Carolina
$178K
RG
424
Rathbones Group
United Kingdom
$176K
GSIAS
425
Garden State Investment Advisory Services
New Jersey
$176K