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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
AWM
426
Adams Wealth Management
Utah
$322K
MFAM
427
Motley Fool Asset Management
Virginia
$322K
DAS
428
Dynamic Advisor Solutions
Arizona
$319K
NFSG
429
Newbridge Financial Services Group
Florida
$318K
CAI
430
Capital Advisors Inc
Oklahoma
$317K
NP
431
NorthRock Partners
Minnesota
$316K
TCM
432
Traynor Capital Management
Pennsylvania
$316K
GFPC
433
Global Financial Private Client
Florida
$315K
TAM
434
Tucker Asset Management
Colorado
$313K
BFM
435
Boothbay Fund Management
New York
$312K
S
436
SignatureFD
Georgia
$312K
NAS
437
NWF Advisory Services
California
$307K
B
438
Bensler
Washington
$307K
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
$306K
PWM
440
Prosperity Wealth Management
California
$306K
BFG
441
Bleakley Financial Group
New Jersey
$304K
FGP
442
Freestone Grove Partners
California
$304K
CNWM
443
Clay Northam Wealth Management
California
$303K
BRWA
444
B. Riley Wealth Advisors
Florida
$303K
SCM
445
SCS Capital Management
Massachusetts
$302K
Envestnet Portfolio Solutions
446
Envestnet Portfolio Solutions
Illinois
$300K
AFG
447
Albion Financial Group
Utah
$299K
RWA
448
Redhawk Wealth Advisors
Minnesota
$297K
T
449
TrueFG
Texas
$297K
UWM
450
USAdvisors Wealth Management
Minnesota
$295K