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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
476
Advisors Management Group
Wisconsin
$130K
CF
477
Centaurus Financial
California
$130K
CAU
478
Caxton Associates (UK)
$129K
CW
479
CreativeOne Wealth
Kansas
$128K
KA
480
KLCM Advisors
Wisconsin
$128K
PCM
481
Palisade Capital Management
New Jersey
$128K
HWM
482
Horizon Wealth Management
Illinois
$128K
DT
483
Diversified Trust
Tennessee
$127K
VWA
484
Visionary Wealth Advisors
Illinois
$126K
CCM
485
Coldstream Capital Management
Washington
$125K
PMWMG
486
Parr McKnight Wealth Management Group
Minnesota
$124K
PIA
487
Panoramic Investment Advisors
Colorado
$124K
WHG
488
Westwood Holdings Group
Texas
$124K
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$123K
CI
490
Cigna Investments
Connecticut
$123K
JCM
491
Jacobi Capital Management
Pennsylvania
$123K
Fisher Asset Management
492
Fisher Asset Management
Washington
$123K
QWM
493
Quadcap Wealth Management
Texas
$120K
TCA
494
Transcend Capital Advisors
New Jersey
$119K
UCFA
495
United Capital Financial Advisors
Texas
$117K
OHWP
496
Oak Harbor Wealth Partners
North Carolina
$116K
KWA
497
Kellett Wealth Advisors
Ohio
$116K
CF
498
Corebridge Financial
Texas
$105K
PA
499
Parallel Advisors
California
$102K
SC
500
SouthState Corp
Florida
$99.6K