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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
GI
501
GAMMA Investing
California
$96.3K
Asset Management One
502
Asset Management One
Japan
$94.4K
NRG
503
Nemes Rush Group
Michigan
$91.7K
NS
504
NBC Securities
Alabama
$89K
AAP
505
Arax Advisory Partners
Colorado
$87.7K
PTC
506
Private Trust Company
Ohio
$87.2K
GPFA
507
Game Plan Financial Advisors
Ohio
$86.6K
BIG
508
Brooklyn Investment Group
New York
$84.2K
HNB
509
Huntington National Bank
Ohio
$83.7K
NEWAS
510
N.E.W. Advisory Services
Wisconsin
$83.4K
VWWMG
511
Vermillion & White Wealth Management Group
Pennsylvania
$81.4K
WWM
512
Wolff Wiese Magana
California
$76.8K
BAMF
513
BI Asset Management Fondsmaeglerselskab
Denmark
$71K
LC
514
Lindbrook Capital
California
$68K
AF
515
Advisornet Financial
Minnesota
$63.5K
CSB
516
City State Bank
Iowa
$61.1K
SWA
517
SOA Wealth Advisors
New York
$59.7K
DekaBank Deutsche Girozentrale
518
DekaBank Deutsche Girozentrale
Germany
$58K
PA
519
PSI Advisors
Florida
$56.8K
CFB
520
Cullen/Frost Bankers
Texas
$56.5K
CI Investments Inc
521
CI Investments Inc
Ontario, Canada
$56K
TWC
522
TD Waterhouse Canada
Ontario, Canada
$54.4K
FFA
523
Farther Finance Advisors
California
$51.8K
TIM
524
Tortoise Investment Management
New York
$51.6K
Amundi
525
Amundi
France
$51.2K