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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 %
GWSG
576
GPS Wealth Strategies Group
Colorado
$13.5K
HWM
577
Hemington Wealth Management
Virginia
$13K +$7.27K +673 +127%
CI
578
CX Institutional
Indiana
$13K +$13K +1,157 New
HWM
579
HighMark Wealth Management
Minnesota
$12.9K +$2.77K +238 +27%
TPCW
580
TD Private Client Wealth
New York
$11.7K -$11K -943 -48%
GSWM
581
Golden State Wealth Management
California
$11.6K
MCI
582
MRP Capital Investments
Georgia
$11.6K
CFP
583
Comprehensive Financial Planning
Pennsylvania
$11.6K
BTC
584
Bank & Trust Company
Illinois
$11.6K
BIA
585
Bell Investment Advisors
California
$11.2K
SWIM
586
Smallwood Wealth Investment Management
New Jersey
$10.8K +$10.8K +925 New
CWM
587
CarsonAllaria Wealth Management
Illinois
$10.1K
WA
588
WPG Advisers
Maryland
$9.98K +$9.98K +858 New
AF
589
Aviso Financial
Ontario, Canada
$9.3K
Bank Julius Baer & Co
590
Bank Julius Baer & Co
Switzerland
$9.29K -$210 -16 -2%
SS
591
Sunbelt Securities
Texas
$8.72K -$105K -9,000 -92%
QC
592
Quent Capital
New York
$8.43K
AA
593
Ancora Advisors
Ohio
$8.14K
JWA
594
JFS Wealth Advisors
Pennsylvania
$8.1K +$3.33K +286 +70%
CWM
595
Compass Wealth Management
Connecticut
$7.68K +$7.68K +660 New
GCS
596
Gordian Capital (Singapore)
Singapore
$7.58K +$5.21K +440 +220%
ECM
597
Estabrook Capital Management
New York
$7.33K
CA
598
Continuum Advisory
Idaho
$7.28K
TWD
599
True Wealth Design
Ohio
$7.12K +$302 +26 +4%
NL
600
NVWM LLC
Pennsylvania
$6.98K