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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 %
DAS
426
Dynamic Advisor Solutions
Arizona
$174K +$174K +14,959 New
FWP
427
FAS Wealth Partners
Kansas
$172K -$11.6K -1,000 -6%
NP
428
NorthRock Partners
Minnesota
$172K +$172K +14,773 New
APW
429
Axim Planning & Wealth
Ohio
$170K -$54.2K -4,662 -24%
BP
430
Ballentine Partners
Massachusetts
$170K +$17.4K +1,497 +11%
QL
431
Quarry LP
New York
$170K +$134K +11,530 +372%
AC
432
Avestar Capital
New York
$170K
GLA
433
Good Life Advisors
Pennsylvania
$169K -$109K -9,402 -39%
SAF
434
Smith Anglin Financial
Texas
$168K -$582 -50 -0.3%
CCWM
435
Cassaday & Co Wealth Management
Virginia
$167K -$64K -5,500 -28%
PA
436
Procyon Advisors
Connecticut
$167K +$9.79K +842 +6%
PAS
437
Park Avenue Securities
New York
$164K +$1.46K +126 +0.9%
KCFA
438
Key Client Fiduciary Advisors
New Jersey
$164K +$16.8K +1,445 +11%
CA
439
CoreCap Advisors
Michigan
$162K -$34.4K -2,957 -18%
ONB
440
Old National Bancorp
Indiana
$162K +$3.61K +310 +2%
GFPC
441
Global Financial Private Client
Florida
$161K -$1.05K -90 -0.6%
AFP
442
Ausdal Financial Partners
Iowa
$159K +$159K +13,632 New
WFAG
443
Worth Financial Advisory Group
North Carolina
$158K
BC
444
BIT Capital
Germany
$158K +$158K +13,551 New
FFWM
445
Future Financial Wealth Management
Ohio
$157K
CAI
446
Capital Advisors Inc
Oklahoma
$155K +$1.28K +110 +0.8%
AW
447
Avion Wealth
Texas
$155K
SOW
448
State of Wyoming
Wyoming
$155K +$155K +13,303 New
Comerica Bank
449
Comerica Bank
Texas
$154K -$100K -8,641 -40%
YCM
450
Yousif Capital Management
Michigan
$153K +$8.06K +693 +6%