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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
451
Comerica Bank
Texas
$154K
YCM
452
Yousif Capital Management
Michigan
$153K
KFSC
453
Keystone Financial Services (Colorado)
Colorado
$152K
FWM
454
Focused Wealth Management
New York
$151K
HIC
455
Hartline Investment Corp
Illinois
$150K
A
456
Allianz
Germany
$147K
FA
457
Fermata Advisors
California
$145K
RMC
458
Ring Mountain Capital
California
$144K
GC
459
Guggenheim Capital
Illinois
$144K
TRCT
460
Tower Research Capital (TRC)
New York
$143K
PG
461
Prostatis Group
Maryland
$143K
MA
462
Mutual Advisors
Nebraska
$142K
MHR
463
Matthew Hamilton Rosenberg
$140K
SI
464
Sava Infond
Slovenia
$140K
PTP
465
Platform Technology Partners
New York
$140K
PWP
466
Prasad Wealth Partners
Ohio
$137K
VCA
467
Verdence Capital Advisors
Maryland
$136K
TPA
468
Trivium Point Advisory
Connecticut
$136K
GJWM
469
Gilliland Jeter Wealth Management
Arkansas
$134K
SAG
470
SageView Advisory Group
California
$134K
MCM
471
M1 Capital Management
Michigan
$133K
PS
472
Principal Securities
Iowa
$132K
CCC
473
Compass Capital Corp
Massachusetts
$131K
PWM
474
Prosperity Wealth Management
California
$131K
Franklin Resources
475
Franklin Resources
California
$130K