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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
C
526
Covestor
United Kingdom
$182K
QL
527
Quarry LP
New York
$179K
GWM
528
Geneos Wealth Management
Colorado
$166K
SC
529
SouthState Corp
Florida
$156K
GI
530
GAMMA Investing
California
$156K
BBA
531
Baader Bank Aktiengesellschaft
Germany
$152K
SS
532
Sunbelt Securities
Texas
$150K
AAP
533
Arax Advisory Partners
Colorado
$144K
NS
534
NBC Securities
Alabama
$139K
PTC
535
Private Trust Company
Ohio
$138K
Asset Management One
536
Asset Management One
Japan
$136K
NRG
537
Nemes Rush Group
Michigan
$134K
AF
538
Advisornet Financial
Minnesota
$130K
VWWMG
539
Vermillion & White Wealth Management Group
Pennsylvania
$127K
Acadian Asset Management
540
Acadian Asset Management
Massachusetts
$124K
WWM
541
Wolff Wiese Magana
California
$120K
Skandinaviska Enskilda Banken (SEB)
542
Skandinaviska Enskilda Banken (SEB)
Sweden
$120K
AAS
543
Ameritas Advisory Services
Nebraska
$108K
CI Investments Inc
544
CI Investments Inc
Ontario, Canada
$107K
MCM
545
MAI Capital Management
Ohio
$106K
CWM
546
Copia Wealth Management
Oregon
$102K
BIG
547
Brooklyn Investment Group
New York
$99.5K
GPFA
548
Game Plan Financial Advisors
Ohio
$94.7K
SWA
549
SOA Wealth Advisors
New York
$93.5K
BWL
550
Bogart Wealth LLC
Virginia
$92K