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SoFi Technologies

728 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, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
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
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
451
SageView Advisory Group
California
$281K +$39.7K +1,890 +16%
AFP
452
Ausdal Financial Partners
Iowa
$280K +$32.1K +1,762 +13%
WC
453
Whitney & Co
New York
$275K +$275K +15,110 New
GAM
454
Gotham Asset Management
New York
$273K
FWM
455
Focused Wealth Management
New York
$271K +$35.5K +1,950 +15%
FWP
456
FAS Wealth Partners
Kansas
$270K
EAM
457
Eventide Asset Management
Massachusetts
$270K +$270K +15,633 New
HCMT
458
Highland Capital Management (Tennessee)
Tennessee
$269K -$1.34M -73,371 -83%
TPA
459
Trivium Point Advisory
Connecticut
$268K +$55.5K +3,050 +26%
AC
460
Avestar Capital
New York
$266K
FFWM
461
Future Financial Wealth Management
Ohio
$264K +$18.2K +1,000 +7%
GSIAS
462
Garden State Investment Advisory Services
New Jersey
$264K -$12.4K -680 -4%
PCA
463
Pallas Capital Advisors
Massachusetts
$261K -$235K -12,894 -47%
PA
464
Parallel Advisors
California
$259K +$99.7K +5,475 +63%
BP
465
Ballentine Partners
Massachusetts
$259K -$7.9K -434 -3%
CFG
466
Cooper Financial Group
California
$258K -$47.7K -2,620 -16%
SOW
467
State of Wyoming
Wyoming
$257K +$15.2K +836 +6%
PS
468
Principal Securities
Iowa
$256K +$99.3K +5,455 +64%
SI
469
Sava Infond
Slovenia
$255K +$36.4K +2,000 +17%
BEI
470
Benjamin Edwards Inc
Missouri
$254K +$254K +13,941 New
SB
471
SIG Brokerage
New York
$251K -$54.6K -3,000 -18%
Franklin Resources
472
Franklin Resources
California
$251K +$47.3K +2,596 +23%
KCFA
473
Key Client Fiduciary Advisors
New Jersey
$249K -$7.47K -410 -3%
CAU
474
Caxton Associates (UK)
$249K +$46.3K +2,544 +23%
WFAG
475
Worth Financial Advisory Group
North Carolina
$248K -$182 -10 -0.1%