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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 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: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
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
PA
401
Probity Advisors
Texas
$389K
MAS
402
Meeder Advisory Services
Ohio
$381K
SFS
403
Sowell Financial Services
Arkansas
$379K
SW
404
Simplicity Wealth
New Jersey
$377K
AGA
405
Accuvest Global Advisors
Utah
$376K
HFM
406
Harvest Fund Management
China
$375K
CAS
407
CTC Alternative Strategies
Illinois
$374K
SWA
408
Stratos Wealth Advisors
Ohio
$369K
NDSI
409
Newman Dignan & Sheerar Inc
Rhode Island
$366K
MTIM
410
Marathon Trading Investment Management
Pennsylvania
$357K
FA
411
Fagan Associates
New York
$355K
VCP
412
Verus Capital Partners
Arizona
$353K
FC
413
FORA Capital
Florida
$349K
PAS
414
Park Avenue Securities
New York
$346K
EWA
415
Evolution Wealth Advisors
Florida
$341K
CIBC World Market
416
CIBC World Market
Ontario, Canada
$340K
FPAS
417
Focus Partners Advisor Solutions
Missouri
$339K
AWM
418
AE Wealth Management
Kansas
$339K
MAG
419
Mayfair Advisory Group
Alabama
$338K
BCG
420
Bravias Capital Group
New Jersey
$338K
CF
421
Centaurus Financial
California
$337K
PCM
422
Pointe Capital Management
Michigan
$337K
MOS
423
MGO One Seven
Ohio
$334K
CGIM
424
Cannon Global Investment Management
Florida
$323K
CI
425
CacheTech Inc
Utah
$322K