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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 %
WSFS
551
Wilmington Savings Fund Society
Delaware
$88K +$88K +4,830 New
TIM
552
Tortoise Investment Management
New York
$81.5K +$692 +38 +0.9%
BONH
553
Bank of New Hampshire
New Hampshire
$76.5K +$3.64K +200 +5%
W
554
WealthCollab
Washington
$72.8K
MYIA
555
Mount Yale Investment Advisors
Colorado
$72.4K +$72.4K +3,976 New
MIFH
556
Migdal Insurance & Financial Holdings
Israel
$71K
AWM
557
AllSquare Wealth Management
New York
$69.2K +$58.3K +3,200 +533%
CA
558
Clearstead Advisors
Ohio
$66.6K +$14.7K +807 +28%
ACM
559
Aster Capital Management
United Arab Emirates
$65.8K +$40.9K +2,246 +164%
Mirae Asset Global Investments
560
Mirae Asset Global Investments
South Korea
$64.4K -$684K -37,588 -91%
AUB
561
Atlantic Union Bankshares
Virginia
$62.7K +$62.7K +3,441 New
EWA
562
EverSource Wealth Advisors
Alabama
$62.6K -$14.9K -816 -19%
EAM
563
Erste Asset Management
Austria
$62.1K +$62.1K +3,410 New
EDRH
564
Edmond de Rothschild Holding
Switzerland
$61.4K
LWMI
565
Legacy Wealth Management (Idaho)
Idaho
$60.5K +$1.46K +80 +2%
LIS
566
Legacy Investment Solutions
Idaho
$60.5K +$60.5K +3,324 New
GM
567
GeoWealth Management
Illinois
$60.4K +$528 +29 +0.9%
CFB
568
Cullen/Frost Bankers
Texas
$59.3K -$29.3K -1,608 -33%
WIM
569
Westside Investment Management
California
$58.7K -$4.45K -250 -7%
MA
570
MCF Advisors
Kentucky
$55.9K
Nomura Asset Management
571
Nomura Asset Management
Japan
$52.8K
GC
572
Garde Capital
Washington
$48.3K
TPCW
573
TD Private Client Wealth
New York
$46.7K +$28.3K +1,553 +154%
CB
574
CNB Bank
Pennsylvania
$45.5K
AIC
575
Archer Investment Corporation
Indiana
$45.5K