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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
DekaBank Deutsche Girozentrale
551
DekaBank Deutsche Girozentrale
Germany
$91K
HNB
552
Huntington National Bank
Ohio
$90K
T
553
Tidemark
California
$89.1K
NEWAS
554
N.E.W. Advisory Services
Wisconsin
$88.4K
WSFS
555
Wilmington Savings Fund Society
Delaware
$88K
TIM
556
Tortoise Investment Management
New York
$81.5K
BONH
557
Bank of New Hampshire
New Hampshire
$76.5K
W
558
WealthCollab
Washington
$72.8K
MYIA
559
Mount Yale Investment Advisors
Colorado
$72.4K
MIFH
560
Migdal Insurance & Financial Holdings
Israel
$71K
AWM
561
AllSquare Wealth Management
New York
$69.2K
CA
562
Clearstead Advisors
Ohio
$66.6K
ACM
563
Aster Capital Management
United Arab Emirates
$65.8K
Mirae Asset Global Investments
564
Mirae Asset Global Investments
South Korea
$64.4K
AUB
565
Atlantic Union Bankshares
Virginia
$62.7K
EWA
566
EverSource Wealth Advisors
Alabama
$62.6K
EAM
567
Erste Asset Management
Austria
$62.1K
EDRH
568
Edmond de Rothschild Holding
Switzerland
$61.4K
LWMI
569
Legacy Wealth Management (Idaho)
Idaho
$60.5K
LIS
570
Legacy Investment Solutions
Idaho
$60.5K
GM
571
GeoWealth Management
Illinois
$60.4K
CFB
572
Cullen/Frost Bankers
Texas
$59.3K
WIM
573
Westside Investment Management
California
$58.7K
MA
574
MCF Advisors
Kentucky
$55.9K
Nomura Asset Management
575
Nomura Asset Management
Japan
$52.8K