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SoFi Technologies
SOFI

Overview Fund Activity

727 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, 201 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
9.75%
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
201
Closed
80
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M

Top Buyers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
$300M
2
Bank of America
Bank of America
North Carolina
$347M
3
Jane Street
Jane Street
New York
$207M
4
QC
Quadrature Capital
United Kingdom
$115M
5
UBS Group
UBS Group
Switzerland
$371M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$533M
3
Renaissance Technologies
Renaissance Technologies
New York
$101M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Man Group
Man Group
United Kingdom
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
601
Meeder Asset Management
Ohio
$18.8K -$375K -20,600 -95%
BIA
602
Bell Investment Advisors
California
$18.3K +$710 +39 +4%
MCI
603
MRP Capital Investments
Georgia
$18.2K – – –
BTC
604
Bank & Trust Company
Illinois
$18.2K – – –
CFP
605
Comprehensive Financial Planning
Pennsylvania
$18.2K – – –
GSWM
606
Golden State Wealth Management
California
$18.2K – – –
BCWM
607
Bartlett & Co Wealth Management
Ohio
$18.2K +$18.2K +1,000 New
MTC
608
Matrix Trust Company
Colorado
$18K +$18K +986 New
GWSG
609
GPS Wealth Strategies Group
Colorado
$16.5K -$4.55K -250 -22%
WA
610
WPG Advisers
Maryland
$16.3K +$637 +35 +4%
CWM
611
CarsonAllaria Wealth Management
Illinois
$15.8K – – –
AWM
612
Abound Wealth Management
Tennessee
$15.7K +$13.4K +735 +588%
BCM
613
Blume Capital Management
California
$15.5K +$15.5K +850 New
AssetMark Inc
614
AssetMark Inc
California
$15.4K +$11.8K +650 +332%
Bank Julius Baer & Co
615
Bank Julius Baer & Co
Switzerland
$14.6K +$1.71K +94 +13%
AF
616
Aviso Financial
Ontario, Canada
$14.6K – – –
GBT
617
Grove Bank & Trust
Florida
$14.5K -$12.3K -673 -46%
FP
618
Financial Perspectives
Minnesota
$14.1K +$11.8K +650 +520%
FFO
619
Fortitude Family Office
Arizona
$13.5K +$11.5K +632 +564%
SA
620
Scarborough Advisors
Maryland
$13.3K +$13.3K +729 New
RWM
621
Rialto Wealth Management
New York
$13K +$12.3K +676 +1,827%
GWP
622
Gen-Wealth Partners
Michigan
$12.4K +$1.48K +81 +14%
CPG
623
Cornerstone Planning Group
New Jersey
$12.3K +$1.55K +72 +14%
ECM
624
Estabrook Capital Management
New York
$11.5K – – –
NL
625
NVWM LLC
Pennsylvania
$10.9K – – –
23 24
25
26 27