SOFI icon

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
VAS
501
Vestmark Advisory Solutions
Massachusetts
$209K
AMG
502
Advisors Management Group
Wisconsin
$207K
GC
503
Guggenheim Capital
Illinois
$207K
DT
504
Diversified Trust
Tennessee
$206K
MCM
505
M1 Capital Management
Michigan
$206K
KF
506
Krilogy Financial
Missouri
$206K
SFA
507
Sequoia Financial Advisors
Ohio
$204K
Comerica Bank
508
Comerica Bank
Texas
$203K
Lido Advisors
509
Lido Advisors
California
$203K
KFP
510
KMG Fiduciary Partners
Ohio
$202K
PAS
511
PKS Advisory Services
New York
$200K
UCFA
512
United Capital Financial Advisors
Texas
$200K
HWM
513
Horizon Wealth Management
Illinois
$198K
FFA
514
Farther Finance Advisors
California
$196K
PWM
515
Palacios Wealth Management
Florida
$195K
PIA
516
Panoramic Investment Advisors
Colorado
$194K
CI
517
Cigna Investments
Connecticut
$193K
JCM
518
Jacobi Capital Management
Pennsylvania
$192K
SWP
519
Sagespring Wealth Partners
Tennessee
$189K
GVAG
520
Great Valley Advisor Group
Delaware
$188K
TCA
521
Transcend Capital Advisors
New Jersey
$188K
WWWM
522
White Wing Wealth Management
Texas
$187K
GFM
523
GF Fund Management
China
$187K
AW
524
Avion Wealth
Texas
$184K
OHWP
525
Oak Harbor Wealth Partners
North Carolina
$182K