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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
GM
576
GeoWealth Management
Illinois
$60.4K
CFB
577
Cullen/Frost Bankers
Texas
$59.3K
WIM
578
Westside Investment Management
California
$58.7K
MA
579
MCF Advisors
Kentucky
$55.9K
Nomura Asset Management
580
Nomura Asset Management
Japan
$52.8K
GC
581
Garde Capital
Washington
$48.3K
TPCW
582
TD Private Client Wealth
New York
$46.7K
AIC
583
Archer Investment Corporation
Indiana
$45.5K
CB
584
CNB Bank
Pennsylvania
$45.5K
IWP
585
IAG Wealth Partners
Wisconsin
$44.8K
HBW
586
Hazlett, Burt & Watson
West Virginia
$42K
FHA
587
First Horizon Advisors
Tennessee
$39.8K
SWP
588
Strategic Wealth Partners
Ohio
$39.6K
LFG
589
Larson Financial Group
Missouri
$36.8K
BC
590
Barrett & Company
Rhode Island
$36.4K
PWA
591
Provenance Wealth Advisors
Florida
$36.4K
GEA
592
Glen Eagle Advisors
New Jersey
$35.3K
WCM
593
Winthrop Capital Management
Indiana
$34K
WT
594
Whittier Trust
California
$31.9K
SAM
595
Smartleaf Asset Management
Massachusetts
$31.3K
UOTTAIMCU
596
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31K
CAL
597
Capital Advisors Ltd
Ohio
$30K
BBPWM
598
Blue Bell Private Wealth Management
Pennsylvania
$29.3K
HC
599
Hurley Capital
New York
$25.5K
TSMHT
600
Thurston Springer Miller Herd & Titak
Indiana
$25.4K