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SoFi Technologies

727 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, 201 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
9.75%
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
201
Closed
80
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
451
Ausdal Financial Partners
Iowa
$280K +$32.1K +1,762 +13%
WC
452
Whitney & Co
New York
$275K +$275K +15,110 New
GAM
453
Gotham Asset Management
New York
$273K
FWM
454
Focused Wealth Management
New York
$271K +$35.5K +1,950 +15%
FWP
455
FAS Wealth Partners
Kansas
$270K
EAM
456
Eventide Asset Management
Massachusetts
$270K +$270K +15,633 New
HCMT
457
Highland Capital Management (Tennessee)
Tennessee
$269K -$1.34M -73,371 -83%
TPA
458
Trivium Point Advisory
Connecticut
$268K +$55.5K +3,050 +26%
AC
459
Avestar Capital
New York
$266K
FFWM
460
Future Financial Wealth Management
Ohio
$264K +$18.2K +1,000 +7%
GSIAS
461
Garden State Investment Advisory Services
New Jersey
$264K -$12.4K -680 -4%
PCA
462
Pallas Capital Advisors
Massachusetts
$261K -$235K -12,894 -47%
PA
463
Parallel Advisors
California
$259K +$99.7K +5,475 +63%
BP
464
Ballentine Partners
Massachusetts
$259K -$7.9K -434 -3%
CFG
465
Cooper Financial Group
California
$258K -$47.7K -2,620 -16%
SOW
466
State of Wyoming
Wyoming
$257K +$15.2K +836 +6%
PS
467
Principal Securities
Iowa
$256K +$99.3K +5,455 +64%
SI
468
Sava Infond
Slovenia
$255K +$36.4K +2,000 +17%
BEI
469
Benjamin Edwards Inc
Missouri
$254K +$254K +13,941 New
SB
470
SIG Brokerage
New York
$251K -$54.6K -3,000 -18%
Franklin Resources
471
Franklin Resources
California
$251K +$47.3K +2,596 +23%
KCFA
472
Key Client Fiduciary Advisors
New Jersey
$249K -$7.47K -410 -3%
CAU
473
Caxton Associates (UK)
$249K +$46.3K +2,544 +23%
WFAG
474
Worth Financial Advisory Group
North Carolina
$248K -$182 -10 -0.1%
WC
475
Waterloo Capital
Texas
$243K +$243K +13,318 New