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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 %
CAU
476
Caxton Associates (UK)
$129K +$129K +11,132 New
CW
477
CreativeOne Wealth
Kansas
$128K -$13.6K -1,170 -10%
KA
478
KLCM Advisors
Wisconsin
$128K
PCM
479
Palisade Capital Management
New Jersey
$128K +$128K +11,000 New
HWM
480
Horizon Wealth Management
Illinois
$128K +$128K +10,980 New
DT
481
Diversified Trust
Tennessee
$127K +$127K +10,938 New
VWA
482
Visionary Wealth Advisors
Illinois
$126K -$500 -43 -0.4%
CCM
483
Coldstream Capital Management
Washington
$125K -$45.8K -3,934 -27%
PMWMG
484
Parr McKnight Wealth Management Group
Minnesota
$124K +$2.33K +200 +2%
PIA
485
Panoramic Investment Advisors
Colorado
$124K
WHG
486
Westwood Holdings Group
Texas
$124K
GWMIA
487
Global Wealth Management Investment Advisory
Florida
$123K +$123K +10,612 New
CI
488
Cigna Investments
Connecticut
$123K
JCM
489
Jacobi Capital Management
Pennsylvania
$123K
Fisher Asset Management
490
Fisher Asset Management
Washington
$123K +$123K +10,540 New
QWM
491
Quadcap Wealth Management
Texas
$120K -$186 -16 -0.2%
TCA
492
Transcend Capital Advisors
New Jersey
$119K +$430 +37 +0.4%
UCFA
493
United Capital Financial Advisors
Texas
$117K +$117K +10,039 New
OHWP
494
Oak Harbor Wealth Partners
North Carolina
$116K -$11.6K -1,000 -9%
KWA
495
Kellett Wealth Advisors
Ohio
$116K +$116K +10,000 New
CF
496
Corebridge Financial
Texas
$105K -$2.54K -218 -2%
PA
497
Parallel Advisors
California
$102K +$16.5K +1,420 +19%
SC
498
SouthState Corp
Florida
$99.6K +$2.69K +231 +3%
GI
499
GAMMA Investing
California
$96.3K +$27.4K +2,358 +40%
Asset Management One
500
Asset Management One
Japan
$94.4K +$33.5K +2,880 +55%