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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 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: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
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
FW
451
FullCircle Wealth
Texas
$292K
MA
452
Mutual Advisors
Nebraska
$291K
NWM
453
Northwest Wealth Management
Iowa
$287K
IWN
454
Independent Wealth Network
Iowa
$286K
FA
455
Fermata Advisors
California
$286K
APW
456
Axim Planning & Wealth
Ohio
$285K
WG
457
Winton Group
United Kingdom
$282K
SAG
458
SageView Advisory Group
California
$281K
AFP
459
Ausdal Financial Partners
Iowa
$280K
WC
460
Whitney & Co
New York
$275K
GAM
461
Gotham Asset Management
New York
$273K
FWM
462
Focused Wealth Management
New York
$271K
FWP
463
FAS Wealth Partners
Kansas
$270K
EAM
464
Eventide Asset Management
Massachusetts
$270K
HCMT
465
Highland Capital Management (Tennessee)
Tennessee
$269K
TPA
466
Trivium Point Advisory
Connecticut
$268K
AC
467
Avestar Capital
New York
$266K
FFWM
468
Future Financial Wealth Management
Ohio
$264K
GSIAS
469
Garden State Investment Advisory Services
New Jersey
$264K
PCA
470
Pallas Capital Advisors
Massachusetts
$261K
PA
471
Parallel Advisors
California
$259K
BP
472
Ballentine Partners
Massachusetts
$259K
CFG
473
Cooper Financial Group
California
$258K
SOW
474
State of Wyoming
Wyoming
$257K
PS
475
Principal Securities
Iowa
$256K