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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
551
Ameritas Advisory Services
Nebraska
$108K +$78.6K +5,957 New
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$107K +$13.9K +1,055 +22%
MCM
553
MAI Capital Management
Ohio
$106K +$36.3K +2,749 +89%
CWM
554
Copia Wealth Management
Oregon
$102K +$28.7K +2,176 +64%
BIG
555
Brooklyn Investment Group
New York
$99.5K -$23.4K -1,771 -24%
GPFA
556
Game Plan Financial Advisors
Ohio
$94.7K -$29.7K -2,250 -30%
SWA
557
SOA Wealth Advisors
New York
$93.5K
BWL
558
Bogart Wealth LLC
Virginia
$92K +$13.4K +1,014 +25%
DekaBank Deutsche Girozentrale
559
DekaBank Deutsche Girozentrale
Germany
$91K
HNB
560
Huntington National Bank
Ohio
$90K -$29.6K -2,248 -31%
T
561
Tidemark
California
$89.1K +$6.78K +514 +12%
NEWAS
562
N.E.W. Advisory Services
Wisconsin
$88.4K -$30.6K -2,321 -32%
WSFS
563
Wilmington Savings Fund Society
Delaware
$88K +$63.7K +4,830 New
TIM
564
Tortoise Investment Management
New York
$81.5K +$501 +38 +0.9%
BONH
565
Bank of New Hampshire
New Hampshire
$76.5K +$2.64K +200 +5%
EP
566
Essential Partners
California
$73.1K +$52.9K +4,013 New
W
567
WealthCollab
Washington
$72.8K
MYIA
568
Mount Yale Investment Advisors
Colorado
$72.4K +$52.4K +3,976 New
MIFH
569
Migdal Insurance & Financial Holdings
Israel
$71K
AWM
570
AllSquare Wealth Management
New York
$69.2K +$42.2K +3,200 +533%
CA
571
Clearstead Advisors
Ohio
$66.6K +$10.6K +807 +28%
ACM
572
Aster Capital Management
United Arab Emirates
$65.8K +$29.6K +2,246 +164%
Mirae Asset Global Investments
573
Mirae Asset Global Investments
South Korea
$64.4K -$496K -37,588 -91%
AUB
574
Atlantic Union Bankshares
Virginia
$62.7K +$45.4K +3,441 New
EWA
575
EverSource Wealth Advisors
Alabama
$62.6K -$10.8K -816 -19%

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.