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SoFi Technologies

728 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, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
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
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
551
N.E.W. Advisory Services
Wisconsin
$88.4K -$42.3K -2,321 -32%
WSFS
552
Wilmington Savings Fund Society
Delaware
$88K +$88K +4,830 New
TIM
553
Tortoise Investment Management
New York
$81.5K +$692 +38 +0.9%
BONH
554
Bank of New Hampshire
New Hampshire
$76.5K +$3.64K +200 +5%
W
555
WealthCollab
Washington
$72.8K
MYIA
556
Mount Yale Investment Advisors
Colorado
$72.4K +$72.4K +3,976 New
MIFH
557
Migdal Insurance & Financial Holdings
Israel
$71K
AWM
558
AllSquare Wealth Management
New York
$69.2K +$58.3K +3,200 +533%
CA
559
Clearstead Advisors
Ohio
$66.6K +$14.7K +807 +28%
ACM
560
Aster Capital Management
United Arab Emirates
$65.8K +$40.9K +2,246 +164%
Mirae Asset Global Investments
561
Mirae Asset Global Investments
South Korea
$64.4K -$684K -37,588 -91%
AUB
562
Atlantic Union Bankshares
Virginia
$62.7K +$62.7K +3,441 New
EWA
563
EverSource Wealth Advisors
Alabama
$62.6K -$14.9K -816 -19%
EAM
564
Erste Asset Management
Austria
$62.1K +$62.1K +3,410 New
EDRH
565
Edmond de Rothschild Holding
Switzerland
$61.4K
LWMI
566
Legacy Wealth Management (Idaho)
Idaho
$60.5K +$1.46K +80 +2%
LIS
567
Legacy Investment Solutions
Idaho
$60.5K +$60.5K +3,324 New
GM
568
GeoWealth Management
Illinois
$60.4K +$528 +29 +0.9%
CFB
569
Cullen/Frost Bankers
Texas
$59.3K -$29.3K -1,608 -33%
WIM
570
Westside Investment Management
California
$58.7K -$4.45K -250 -7%
MA
571
MCF Advisors
Kentucky
$55.9K
Nomura Asset Management
572
Nomura Asset Management
Japan
$52.8K
GC
573
Garde Capital
Washington
$48.3K
TPCW
574
TD Private Client Wealth
New York
$46.7K +$28.3K +1,553 +154%
CB
575
CNB Bank
Pennsylvania
$45.5K