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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
C
576
Covestor
United Kingdom
$14K
RIL
577
Rothschild Investment LLC
Illinois
$13.5K
GWSG
578
GPS Wealth Strategies Group
Colorado
$13.5K
HWM
579
Hemington Wealth Management
Virginia
$13K
CI
580
CX Institutional
Indiana
$13K
HWM
581
HighMark Wealth Management
Minnesota
$12.9K
TPCW
582
TD Private Client Wealth
New York
$11.7K
BTC
583
Bank & Trust Company
Illinois
$11.6K
GSWM
584
Golden State Wealth Management
California
$11.6K
MCI
585
MRP Capital Investments
Georgia
$11.6K
CFP
586
Comprehensive Financial Planning
Pennsylvania
$11.6K
BIA
587
Bell Investment Advisors
California
$11.2K
SWIM
588
Smallwood Wealth Investment Management
New Jersey
$10.8K
CWM
589
CarsonAllaria Wealth Management
Illinois
$10.1K
WA
590
WPG Advisers
Maryland
$9.98K
AF
591
Aviso Financial
Ontario, Canada
$9.3K
Bank Julius Baer & Co
592
Bank Julius Baer & Co
Switzerland
$9.29K
SS
593
Sunbelt Securities
Texas
$8.72K
QC
594
Quent Capital
New York
$8.43K
AA
595
Ancora Advisors
Ohio
$8.14K
JWA
596
JFS Wealth Advisors
Pennsylvania
$8.1K
CWM
597
Compass Wealth Management
Connecticut
$7.68K
GCS
598
Gordian Capital (Singapore)
Singapore
$7.58K
ECM
599
Estabrook Capital Management
New York
$7.33K
CA
600
Continuum Advisory
Idaho
$7.28K