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SoFi Technologies

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
Name Holding Trade Value Shares
Change
Shares
Change %
GI
526
GAMMA Investing
California
$156K +$5.01K +275 +3%
BBA
527
Baader Bank Aktiengesellschaft
Germany
$152K +$152K +13,500 New
SS
528
Sunbelt Securities
Texas
$150K +$139K +9,000 +1,200%
AAP
529
Arax Advisory Partners
Colorado
$144K +$6.7K +368 +5%
NS
530
NBC Securities
Alabama
$139K
PTC
531
Private Trust Company
Ohio
$138K +$1.82K +100 +1%
Asset Management One
532
Asset Management One
Japan
$136K -$11.7K -640 -8%
NRG
533
Nemes Rush Group
Michigan
$134K -$10K -550 -7%
AF
534
Advisornet Financial
Minnesota
$130K +$31.1K +1,709 +31%
VWWMG
535
Vermillion & White Wealth Management Group
Pennsylvania
$127K
Acadian Asset Management
536
Acadian Asset Management
Massachusetts
$124K +$124K +6,892 New
WWM
537
Wolff Wiese Magana
California
$120K
Skandinaviska Enskilda Banken (SEB)
538
Skandinaviska Enskilda Banken (SEB)
Sweden
$120K +$87.9K +4,827 +277%
AAS
539
Ameritas Advisory Services
Nebraska
$108K +$108K +5,957 New
CI Investments Inc
540
CI Investments Inc
Ontario, Canada
$107K +$19.3K +1,055 +22%
MCM
541
MAI Capital Management
Ohio
$106K +$50.1K +2,749 +89%
CWM
542
Copia Wealth Management
Oregon
$102K +$39.6K +2,176 +64%
BIG
543
Brooklyn Investment Group
New York
$99.5K -$32.3K -1,771 -24%
GPFA
544
Game Plan Financial Advisors
Ohio
$94.7K -$41K -2,250 -30%
SWA
545
SOA Wealth Advisors
New York
$93.5K
BWL
546
Bogart Wealth LLC
Virginia
$92K +$18.5K +1,014 +25%
DekaBank Deutsche Girozentrale
547
DekaBank Deutsche Girozentrale
Germany
$91K
HNB
548
Huntington National Bank
Ohio
$90K -$40.9K -2,248 -31%
T
549
Tidemark
California
$89.1K +$9.36K +514 +12%
NEWAS
550
N.E.W. Advisory Services
Wisconsin
$88.4K -$42.3K -2,321 -32%