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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 %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$42.5M +$1.17M +100,268 +3%
PCM
27
Patient Capital Management
Maryland
$41.1M -$8.34M -716,815 -17%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$39.9M -$1.59M -136,399 -4%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$39.2M -$45.7M -3,927,011 -54%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$38.9M +$38.9M +3,341,479 New
Citigroup
31
Citigroup
New York
$38.3M -$873K -75,088 -2%
First Trust Advisors
32
First Trust Advisors
Illinois
$38.1M +$6.85M +588,807 +22%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$37.9M +$440K +37,855 +1%
MMA
34
Mizuho Markets Americas
New York
$37.1M +$3.25M +279,855 +10%
Man Group
35
Man Group
United Kingdom
$34.3M +$29.1M +2,498,228 +557%
UBS AM
36
UBS AM
Illinois
$31.7M +$2.39M +205,908 +8%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$30.5M -$59.4M -5,106,191 -66%
NAMA
38
Nikko Asset Management Americas
New York
$30.5M -$59.3M -5,106,191 -66%
ACL
39
Azora Capital LP
Florida
$26.2M -$25.2M -2,167,010 -49%
Goldman Sachs
40
Goldman Sachs
New York
$25.8M +$3.06M +263,032 +13%
AIM
41
ARK Investment Management
Florida
$23.5M -$85.7M -7,366,793 -78%
Swiss National Bank
42
Swiss National Bank
Switzerland
$23.2M +$65.1K +5,600 +0.3%
LPL Financial
43
LPL Financial
California
$21.1M +$2.43M +209,290 +13%
ACM
44
Aquatic Capital Management
Illinois
$20.6M +$370K +31,811 +2%
Group One Trading
45
Group One Trading
Illinois
$20.3M +$7.71M +662,680 +61%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$19.9M +$1.05M +89,869 +6%
AllianceBernstein
47
AllianceBernstein
Tennessee
$19.9M +$4.96M +426,829 +33%
HF
48
HRT Financial
New York
$19.2M +$11.1M +955,396 +137%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$19.1M +$12.5M +1,071,915 +187%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.7M -$13M -1,118,050 -41%