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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
GC
576
Garde Capital
Washington
$48.3K
TPCW
577
TD Private Client Wealth
New York
$46.7K
CB
578
CNB Bank
Pennsylvania
$45.5K
AIC
579
Archer Investment Corporation
Indiana
$45.5K
IWP
580
IAG Wealth Partners
Wisconsin
$44.8K
HBW
581
Hazlett, Burt & Watson
West Virginia
$42K
FHA
582
First Horizon Advisors
Tennessee
$39.8K
SWP
583
Strategic Wealth Partners
Ohio
$39.6K
LFG
584
Larson Financial Group
Missouri
$36.8K
PWA
585
Provenance Wealth Advisors
Florida
$36.4K
BC
586
Barrett & Company
Rhode Island
$36.4K
GEA
587
Glen Eagle Advisors
New Jersey
$35.3K
WCM
588
Winthrop Capital Management
Indiana
$34K
WT
589
Whittier Trust
California
$31.9K
SAM
590
Smartleaf Asset Management
Massachusetts
$31.3K
UOTTAIMCU
591
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31K
CAL
592
Capital Advisors Ltd
Ohio
$30K
BBPWM
593
Blue Bell Private Wealth Management
Pennsylvania
$29.3K
HC
594
Hurley Capital
New York
$25.5K
TSMHT
595
Thurston Springer Miller Herd & Titak
Indiana
$25.4K
SRCM
596
Signature Resources Capital Management
California
$24.4K
HWM
597
Hemington Wealth Management
Virginia
$24K
PFBT
598
Parkside Financial Bank & Trust
Missouri
$24K
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$23.3K
TWD
600
True Wealth Design
Ohio
$23.1K