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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
551
Smartleaf Asset Management
Massachusetts
$27.1K +$7.58K +640 +39%
HBW
552
Hazlett, Burt & Watson
West Virginia
$27K +$25.8K +2,200 +2,200%
NC
553
NewSquare Capital
Pennsylvania
$23.3K -$11.6K -1,000 -33%
PWA
554
Provenance Wealth Advisors
Florida
$23.3K
BC
555
Barrett & Company
Rhode Island
$23.3K
WCM
556
Winthrop Capital Management
Indiana
$21K +$21K +1,842 New
WT
557
Whittier Trust
California
$20.4K
Skandinaviska Enskilda Banken (SEB)
558
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.3K
GJIA
559
Glass Jacobson Investment Advisors
Maryland
$20K
BBPWM
560
Blue Bell Private Wealth Management
Pennsylvania
$20K
UOTTAIMCU
561
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19.8K +$19.8K +1,700 New
ACM
562
Aster Capital Management
United Arab Emirates
$19.8K -$25.6K -1,767 -56%
CAL
563
Capital Advisors Ltd
Ohio
$19K
KWM
564
Kiker Wealth Management
Georgia
$18.5K +$18.5K +1,587 New
HC
565
Hurley Capital
New York
$18.3K +$18.3K +1,575 New
GBT
566
Grove Bank & Trust
Florida
$17.1K +$17.1K +1,470 New
CAWM
567
Capital A Wealth Management
Pennsylvania
$17K
GEA
568
Glen Eagle Advisors
New Jersey
$16.8K
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$16.4K +$13.2K +1,132 +401%
TSMHT
570
Thurston Springer Miller Herd & Titak
Indiana
$16.2K +$1.34K +115 +9%
SRCM
571
Signature Resources Capital Management
California
$15.6K
CW
572
Curio Wealth
Maryland
$15.4K -$15.4M -999 -100%
PFBT
573
Parkside Financial Bank & Trust
Missouri
$15.1K +$3.15K +271 +26%
C
574
Covestor
United Kingdom
$14K +$293 +26 +2%
RIL
575
Rothschild Investment LLC
Illinois
$13.5K +$349 +30 +3%