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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
CGIM
426
Cannon Global Investment Management
Florida
$323K -$162K -12,254 -41%
AWM
427
Adams Wealth Management
Utah
$322K
CI
428
CacheTech Inc
Utah
$322K
MFAM
429
Motley Fool Asset Management
Virginia
$322K -$7.49K -568 -3%
DAS
430
Dynamic Advisor Solutions
Arizona
$319K +$34.1K +2,586 +17%
LSA
431
Leonteq Securities AG
Switzerland
$319K -$6.59K -500 -3%
NFSG
432
Newbridge Financial Services Group
Florida
$318K -$60.4K -4,583 -21%
CAI
433
Capital Advisors Inc
Oklahoma
$317K +$53.3K +4,041 +30%
NP
434
NorthRock Partners
Minnesota
$316K +$34.3K +2,601 +18%
TCM
435
Traynor Capital Management
Pennsylvania
$316K -$18.1K -1,369 -7%
GFPC
436
Global Financial Private Client
Florida
$315K +$46.2K +3,507 +25%
TAM
437
Tucker Asset Management
Colorado
$313K +$28K +2,121 +14%
BFM
438
Boothbay Fund Management
New York
$312K -$169K -12,796 -43%
S
439
SignatureFD
Georgia
$312K -$56.9K -4,317 -20%
NAS
440
NWF Advisory Services
California
$307K -$16.3K -1,236 -7%
B
441
Bensler
Washington
$307K
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$306K +$221K +16,782 New
PWM
443
Prosperity Wealth Management
California
$306K +$73.3K +5,555 +49%
BFG
444
Bleakley Financial Group
New Jersey
$304K +$220K +16,709 New
FGP
445
Freestone Grove Partners
California
$304K -$111K -8,410 -33%
CNWM
446
Clay Northam Wealth Management
California
$303K
BRWA
447
B. Riley Wealth Advisors
Florida
$303K +$219K +16,631 New
SCM
448
SCS Capital Management
Massachusetts
$302K
Envestnet Portfolio Solutions
449
Envestnet Portfolio Solutions
Illinois
$300K -$17.3K -1,310 -7%
AFG
450
Albion Financial Group
Utah
$299K

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.