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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
SW
401
Simplicity Wealth
New Jersey
$377K
AGA
402
Accuvest Global Advisors
Utah
$376K
HFM
403
Harvest Fund Management
China
$375K
CAS
404
CTC Alternative Strategies
Illinois
$374K
SWA
405
Stratos Wealth Advisors
Ohio
$369K
NDSI
406
Newman Dignan & Sheerar Inc
Rhode Island
$366K
MTIM
407
Marathon Trading Investment Management
Pennsylvania
$357K
FA
408
Fagan Associates
New York
$355K
VCP
409
Verus Capital Partners
Arizona
$353K
FC
410
FORA Capital
Florida
$349K
PAS
411
Park Avenue Securities
New York
$346K
EWA
412
Evolution Wealth Advisors
Florida
$341K
CIBC World Market
413
CIBC World Market
Ontario, Canada
$340K
FPAS
414
Focus Partners Advisor Solutions
Missouri
$339K
AWM
415
AE Wealth Management
Kansas
$339K
MAG
416
Mayfair Advisory Group
Alabama
$338K
BCG
417
Bravias Capital Group
New Jersey
$338K
CF
418
Centaurus Financial
California
$337K
PCM
419
Pointe Capital Management
Michigan
$337K
MOS
420
MGO One Seven
Ohio
$334K
CGIM
421
Cannon Global Investment Management
Florida
$323K
AWM
422
Adams Wealth Management
Utah
$322K
CI
423
CacheTech Inc
Utah
$322K
MFAM
424
Motley Fool Asset Management
Virginia
$322K
DAS
425
Dynamic Advisor Solutions
Arizona
$319K