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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 %
TCM
426
Traynor Capital Management
Pennsylvania
$316K -$24.2K -1,369 -7%
GFPC
427
Global Financial Private Client
Florida
$315K +$63.9K +3,507 +25%
BFM
428
Boothbay Fund Management
New York
$312K -$233K -12,796 -43%
S
429
SignatureFD
Georgia
$312K -$78.6K -4,317 -20%
NAS
430
NWF Advisory Services
California
$307K -$22.5K -1,236 -7%
B
431
Bensler
Washington
$307K
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$306K +$306K +16,782 New
PWM
433
Prosperity Wealth Management
California
$306K +$101K +5,555 +49%
BFG
434
Bleakley Financial Group
New Jersey
$304K +$304K +16,709 New
FGP
435
Freestone Grove Partners
California
$304K -$153K -8,410 -33%
CNWM
436
Clay Northam Wealth Management
California
$303K
BRWA
437
B. Riley Wealth Advisors
Florida
$303K +$303K +16,631 New
SCM
438
SCS Capital Management
Massachusetts
$302K
Envestnet Portfolio Solutions
439
Envestnet Portfolio Solutions
Illinois
$300K -$23.9K -1,310 -7%
AFG
440
Albion Financial Group
Utah
$299K
RWA
441
Redhawk Wealth Advisors
Minnesota
$297K +$2.22K +122 +0.8%
T
442
TrueFG
Texas
$297K
UWM
443
USAdvisors Wealth Management
Minnesota
$295K +$12.7K +700 +5%
FW
444
FullCircle Wealth
Texas
$292K +$2.18K +100 +0.8%
MA
445
Mutual Advisors
Nebraska
$291K +$57K +2,689 +24%
NWM
446
Northwest Wealth Management
Iowa
$287K -$2.28K -125 -0.8%
IWN
447
Independent Wealth Network
Iowa
$286K -$7.3K -401 -2%
FA
448
Fermata Advisors
California
$286K +$58.7K +3,225 +26%
APW
449
Axim Planning & Wealth
Ohio
$285K +$18.2K +1,000 +7%
WG
450
Winton Group
United Kingdom
$282K +$282K +15,460 New