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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

5.31% more ownership

Funds ownership: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.66B
Puts
$2.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
476
Key Client Fiduciary Advisors
New Jersey
$249K
CAU
477
Caxton Associates (UK)
$249K
WFAG
478
Worth Financial Advisory Group
North Carolina
$248K
WC
479
Waterloo Capital
Texas
$243K
PA
480
Procyon Advisors
Connecticut
$242K
CA
481
CoreCap Advisors
Michigan
$240K
KFSC
482
Keystone Financial Services (Colorado)
Colorado
$236K
Brown Advisory
483
Brown Advisory
Maryland
$235K
GLA
484
Good Life Advisors
Pennsylvania
$235K
TFS
485
Thoroughbred Financial Services
Tennessee
$234K
MC
486
Machina Capital
France
$234K
HSBC Holdings
487
HSBC Holdings
United Kingdom
$232K
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$229K
USCWA
489
U.S. Capital Wealth Advisors
Texas
$229K
JSSH
490
J. Safra Sarasin Holding
$228K
VWA
491
Visionary Wealth Advisors
Illinois
$227K
PG
492
Prostatis Group
Maryland
$223K
SG
493
StoneX Group
New York
$223K
KA
494
KLCM Advisors
Wisconsin
$222K
MHR
495
Matthew Hamilton Rosenberg
$219K
AA
496
Ancora Advisors
Ohio
$218K
PWP
497
Prasad Wealth Partners
Ohio
$216K
Federated Hermes
498
Federated Hermes
Pennsylvania
$214K
YCM
499
Yousif Capital Management
Michigan
$211K
GJWM
500
Gilliland Jeter Wealth Management
Arkansas
$209K