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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
KFSC
451
Keystone Financial Services (Colorado)
Colorado
$152K -$919 -79 -0.6%
FWM
452
Focused Wealth Management
New York
$151K +$151K +12,949 New
HIC
453
Hartline Investment Corp
Illinois
$150K +$30.1K +2,586 +25%
A
454
Allianz
Germany
$147K +$147K +12,670 New
FA
455
Fermata Advisors
California
$145K
RMC
456
Ring Mountain Capital
California
$144K +$24K +2,066 +20%
GC
457
Guggenheim Capital
Illinois
$144K +$144K +12,359 New
TRCT
458
Tower Research Capital (TRC)
New York
$143K -$85.6K -7,358 -37%
PG
459
Prostatis Group
Maryland
$143K
MA
460
Mutual Advisors
Nebraska
$142K +$142K +11,025 New
MHR
461
Matthew Hamilton Rosenberg
$140K
SI
462
Sava Infond
Slovenia
$140K -$23.3K -2,000 -14%
PTP
463
Platform Technology Partners
New York
$140K +$22.9K +1,967 +20%
PWP
464
Prasad Wealth Partners
Ohio
$137K
VCA
465
Verdence Capital Advisors
Maryland
$136K +$136K +11,665 New
TPA
466
Trivium Point Advisory
Connecticut
$136K +$14.6K +1,255 +12%
GJWM
467
Gilliland Jeter Wealth Management
Arkansas
$134K
SAG
468
SageView Advisory Group
California
$134K -$16.3K -1,401 -11%
MCM
469
M1 Capital Management
Michigan
$133K +$133K +11,400 New
PS
470
Principal Securities
Iowa
$132K
CCC
471
Compass Capital Corp
Massachusetts
$131K +$14.6K +1,260 +13%
PWM
472
Prosperity Wealth Management
California
$131K -$114K -9,825 -47%
Franklin Resources
473
Franklin Resources
California
$130K +$130K +11,200 New
AMG
474
Advisors Management Group
Wisconsin
$130K -$1.17K -100 -0.9%
CF
475
Centaurus Financial
California
$130K -$513 -44 -0.4%