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SoFi Technologies
SOFI

Overview Fund Activity

727 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, 201 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
9.75%
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
201
Closed
80
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M

Top Buyers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
$300M
2
Bank of America
Bank of America
North Carolina
$347M
3
Jane Street
Jane Street
New York
$207M
4
QC
Quadrature Capital
United Kingdom
$115M
5
UBS Group
UBS Group
Switzerland
$371M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$533M
3
Renaissance Technologies
Renaissance Technologies
New York
$101M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Man Group
Man Group
United Kingdom
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
M1 Capital Management
Michigan
$206K -$1.82K -100 -0.9%
KF
502
Krilogy Financial
Missouri
$206K +$206K +11,297 New
SFA
503
Sequoia Financial Advisors
Ohio
$204K -$79.5K -4,367 -28%
Comerica Bank
504
Comerica Bank
Texas
$203K -$37.1K -2,038 -15%
Lido Advisors
505
Lido Advisors
California
$203K +$203K +11,125 New
KFP
506
KMG Fiduciary Partners
Ohio
$202K +$202K +11,094 New
PAS
507
PKS Advisory Services
New York
$200K +$200K +11,000 New
UCFA
508
United Capital Financial Advisors
Texas
$200K +$17.2K +945 +9%
HWM
509
Horizon Wealth Management
Illinois
$198K -$1.46K -80 -0.7%
FFA
510
Farther Finance Advisors
California
$196K +$117K +6,423 +148%
PWM
511
Palacios Wealth Management
Florida
$195K +$195K +10,700 New
PIA
512
Panoramic Investment Advisors
Colorado
$194K – – –
CI
513
Cigna Investments
Connecticut
$193K – – –
JCM
514
Jacobi Capital Management
Pennsylvania
$192K – – –
SWP
515
Sagespring Wealth Partners
Tennessee
$189K +$189K +10,366 New
GVAG
516
Great Valley Advisor Group
Delaware
$188K -$91.3K -5,013 -33%
TCA
517
Transcend Capital Advisors
New Jersey
$188K +$2.37K +130 +1%
WWWM
518
White Wing Wealth Management
Texas
$187K +$187K +10,250 New
GFM
519
GF Fund Management
China
$187K -$573K -31,456 -75%
AW
520
Avion Wealth
Texas
$184K +$598 +33 +0.3%
OHWP
521
Oak Harbor Wealth Partners
North Carolina
$182K – – –
C
522
Covestor
United Kingdom
$182K +$159K +8,743 +703%
QL
523
Quarry LP
New York
$179K -$86.9K -4,771 -33%
GWM
524
Geneos Wealth Management
Colorado
$166K -$267K -14,635 -62%
SC
525
SouthState Corp
Florida
$156K +$546 +30 +0.4%
19 20
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