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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
NFSG
426
Newbridge Financial Services Group
Florida
$318K
CAI
427
Capital Advisors Inc
Oklahoma
$317K
NP
428
NorthRock Partners
Minnesota
$316K
TCM
429
Traynor Capital Management
Pennsylvania
$316K
GFPC
430
Global Financial Private Client
Florida
$315K
BFM
431
Boothbay Fund Management
New York
$312K
S
432
SignatureFD
Georgia
$312K
NAS
433
NWF Advisory Services
California
$307K
B
434
Bensler
Washington
$307K
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$306K
PWM
436
Prosperity Wealth Management
California
$306K
BFG
437
Bleakley Financial Group
New Jersey
$304K
FGP
438
Freestone Grove Partners
California
$304K
CNWM
439
Clay Northam Wealth Management
California
$303K
BRWA
440
B. Riley Wealth Advisors
Florida
$303K
SCM
441
SCS Capital Management
Massachusetts
$302K
Envestnet Portfolio Solutions
442
Envestnet Portfolio Solutions
Illinois
$300K
AFG
443
Albion Financial Group
Utah
$299K
RWA
444
Redhawk Wealth Advisors
Minnesota
$297K
T
445
TrueFG
Texas
$297K
UWM
446
USAdvisors Wealth Management
Minnesota
$295K
FW
447
FullCircle Wealth
Texas
$292K
MA
448
Mutual Advisors
Nebraska
$291K
NWM
449
Northwest Wealth Management
Iowa
$287K
IWN
450
Independent Wealth Network
Iowa
$286K