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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 %
WC
476
Waterloo Capital
Texas
$243K +$243K +13,318 New
PA
477
Procyon Advisors
Connecticut
$242K -$19.6K -1,075 -7%
CA
478
CoreCap Advisors
Michigan
$240K -$13.2K -726 -5%
KFSC
479
Keystone Financial Services (Colorado)
Colorado
$236K -$2.17K -119 -0.9%
Brown Advisory
480
Brown Advisory
Maryland
$235K -$216K -11,846 -48%
GLA
481
Good Life Advisors
Pennsylvania
$235K -$29.2K -1,605 -11%
TFS
482
Thoroughbred Financial Services
Tennessee
$234K +$234K +12,857 New
MC
483
Machina Capital
France
$234K +$234K +12,842 New
HSBC Holdings
484
HSBC Holdings
United Kingdom
$232K -$85.7K -4,614 -27%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$229K +$229K +12,571 New
USCWA
486
U.S. Capital Wealth Advisors
Texas
$229K -$61.5K -3,379 -21%
JSSH
487
J. Safra Sarasin Holding
$228K +$228K +12,500 New
VWA
488
Visionary Wealth Advisors
Illinois
$227K +$29.4K +1,616 +15%
PG
489
Prostatis Group
Maryland
$223K
SG
490
StoneX Group
New York
$223K +$223K +12,538 New
KA
491
KLCM Advisors
Wisconsin
$222K +$21.9K +1,200 +11%
MHR
492
Matthew Hamilton Rosenberg
$219K
AA
493
Ancora Advisors
Ohio
$218K +$205K +11,250 +1,607%
PWP
494
Prasad Wealth Partners
Ohio
$216K +$1.09K +60 +0.5%
Federated Hermes
495
Federated Hermes
Pennsylvania
$214K +$214K +11,751 New
YCM
496
Yousif Capital Management
Michigan
$211K -$27.6K -1,515 -12%
GJWM
497
Gilliland Jeter Wealth Management
Arkansas
$209K
VAS
498
Vestmark Advisory Solutions
Massachusetts
$209K +$209K +11,492 New
AMG
499
Advisors Management Group
Wisconsin
$207K +$3.25K +178 +2%
GC
500
Guggenheim Capital
Illinois
$207K -$18.4K -1,009 -8%