SOFI icon

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
CWM
551
Copia Wealth Management
Oregon
$102K
BIG
552
Brooklyn Investment Group
New York
$99.5K
GPFA
553
Game Plan Financial Advisors
Ohio
$94.7K
SWA
554
SOA Wealth Advisors
New York
$93.5K
BWL
555
Bogart Wealth LLC
Virginia
$92K
DekaBank Deutsche Girozentrale
556
DekaBank Deutsche Girozentrale
Germany
$91K
HNB
557
Huntington National Bank
Ohio
$90K
T
558
Tidemark
California
$89.1K
NEWAS
559
N.E.W. Advisory Services
Wisconsin
$88.4K
WSFS
560
Wilmington Savings Fund Society
Delaware
$88K
TIM
561
Tortoise Investment Management
New York
$81.5K
BONH
562
Bank of New Hampshire
New Hampshire
$76.5K
W
563
WealthCollab
Washington
$72.8K
MYIA
564
Mount Yale Investment Advisors
Colorado
$72.4K
MIFH
565
Migdal Insurance & Financial Holdings
Israel
$71K
AWM
566
AllSquare Wealth Management
New York
$69.2K
CA
567
Clearstead Advisors
Ohio
$66.6K
ACM
568
Aster Capital Management
United Arab Emirates
$65.8K
Mirae Asset Global Investments
569
Mirae Asset Global Investments
South Korea
$64.4K
AUB
570
Atlantic Union Bankshares
Virginia
$62.7K
EWA
571
EverSource Wealth Advisors
Alabama
$62.6K
EAM
572
Erste Asset Management
Austria
$62.1K
EDRH
573
Edmond de Rothschild Holding
Switzerland
$61.4K
LWMI
574
Legacy Wealth Management (Idaho)
Idaho
$60.5K
LIS
575
Legacy Investment Solutions
Idaho
$60.5K