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SoFi Technologies

728 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, 301 increasing their positions, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.23%
New
118
Increased
301
Reduced
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
576
Archer Investment Corporation
Indiana
$45.5K
IWP
577
IAG Wealth Partners
Wisconsin
$44.8K -$1.17K -64 -3%
HBW
578
Hazlett, Burt & Watson
West Virginia
$42K
FHA
579
First Horizon Advisors
Tennessee
$39.8K -$3.86K -212 -9%
SWP
580
Strategic Wealth Partners
Ohio
$39.6K +$39.6K +2,175 New
LFG
581
Larson Financial Group
Missouri
$36.8K -$12.6K -692 -25%
PWA
582
Provenance Wealth Advisors
Florida
$36.4K
BC
583
Barrett & Company
Rhode Island
$36.4K
GEA
584
Glen Eagle Advisors
New Jersey
$35.3K +$8.98K +493 +34%
WCM
585
Winthrop Capital Management
Indiana
$34K
WT
586
Whittier Trust
California
$31.9K
SAM
587
Smartleaf Asset Management
Massachusetts
$31.3K -$8.02K -467 -20%
UOTTAIMCU
588
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31K
CAL
589
Capital Advisors Ltd
Ohio
$30K +$619 +34 +2%
BBPWM
590
Blue Bell Private Wealth Management
Pennsylvania
$29.3K -$2K -110 -6%
HC
591
Hurley Capital
New York
$25.5K -$3.19K -175 -11%
TSMHT
592
Thurston Springer Miller Herd & Titak
Indiana
$25.4K
SRCM
593
Signature Resources Capital Management
California
$24.4K
HWM
594
Hemington Wealth Management
Virginia
$24K +$2.21K +122 +10%
PFBT
595
Parkside Financial Bank & Trust
Missouri
$24K +$328 +18 +1%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$23.3K -$2.4K -132 -9%
TWD
597
True Wealth Design
Ohio
$23.1K +$12K +657 +107%
RIL
598
Rothschild Investment LLC
Illinois
$22.5K +$1.28K +70 +6%
AP
599
Aspect Partners
Virginia
$21.9K +$15.8K +865 +256%
HWM
600
HighMark Wealth Management
Minnesota
$21.1K +$947 +52 +5%