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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 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: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
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
TCA
526
Transcend Capital Advisors
New Jersey
$188K
WWWM
527
White Wing Wealth Management
Texas
$187K
GFM
528
GF Fund Management
China
$187K
AW
529
Avion Wealth
Texas
$184K
OHWP
530
Oak Harbor Wealth Partners
North Carolina
$182K
C
531
Covestor
United Kingdom
$182K
QL
532
Quarry LP
New York
$179K
GWM
533
Geneos Wealth Management
Colorado
$166K
SC
534
SouthState Corp
Florida
$156K
GI
535
GAMMA Investing
California
$156K
BBA
536
Baader Bank Aktiengesellschaft
Germany
$152K
SS
537
Sunbelt Securities
Texas
$150K
AAP
538
Arax Advisory Partners
Colorado
$144K
NS
539
NBC Securities
Alabama
$139K
PTC
540
Private Trust Company
Ohio
$138K
Asset Management One
541
Asset Management One
Japan
$136K
NRG
542
Nemes Rush Group
Michigan
$134K
AF
543
Advisornet Financial
Minnesota
$130K
VWWMG
544
Vermillion & White Wealth Management Group
Pennsylvania
$127K
Acadian Asset Management
545
Acadian Asset Management
Massachusetts
$124K
WWM
546
Wolff Wiese Magana
California
$120K
Skandinaviska Enskilda Banken (SEB)
547
Skandinaviska Enskilda Banken (SEB)
Sweden
$120K
AAS
548
Ameritas Advisory Services
Nebraska
$108K
CI Investments Inc
549
CI Investments Inc
Ontario, Canada
$107K
MCM
550
MAI Capital Management
Ohio
$106K