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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
AllSquare Wealth Management
New York
$6.98K +$3.49K +300 +100%
SFG
602
Stonebridge Financial Group
Pennsylvania
$6.98K +$3.72K +320 +114%
GWP
603
Gen-Wealth Partners
Michigan
$6.98K +$6.98K +600 New
NCM
604
Northwest Capital Management
Oregon
$6.86K -$5.82K -500 -46%
CSPIA
605
Cary Street Partners Investment Advisory
Virginia
$6.82K +$6.82K +586 New
FDW
606
Fourth Dimension Wealth
Ohio
$6.4K
OIA
607
Optimum Investment Advisors
Illinois
$6.4K
CPG
608
Cornerstone Planning Group
New Jersey
$5.86K +$317 +27 +6%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$5.82K
NSIM
610
North Star Investment Management
Illinois
$5.82K
BL
611
BFSG LLC
California
$5.82K
MSFP
612
Mark Sheptoff Financial Planning
Connecticut
$5.82K +$3.49K +300 +150%
IRAG
613
Investment Research & Advisory Group
Georgia
$5.07K +$803 +69 +19%
TFGT
614
TS Financial Group (TSFG)
Illinois
$5K +$781 +69 +18%
TCOV
615
Trust Company of Vermont
Vermont
$4.62K -$4.13K -355 -47%
TFA
616
Toth Financial Advisory
Virginia
$4.07K -$116 -10 -3%
PP
617
PrairieView Partners
Minnesota
$4K
AP
618
Aspect Partners
Virginia
$3.93K +$3.93K +338 New
CT
619
Clearstead Trust
Maine
$3.93K +$3.93K +338 New
AAG
620
Armstrong Advisory Group
Massachusetts
$3.85K
RTL
621
Red Tortoise LLC
Georgia
$3.82K
TFM
622
TFC Financial Management
Massachusetts
$3.7K -$109K -9,400 -97%
VCM
623
Versant Capital Management
Arizona
$3.56K -$2.09K -180 -37%
Mirae Asset Global Investments
624
Mirae Asset Global Investments
South Korea
$3.54K +$3.24K +37,655 +1,085%
MSG
625
Main Street Group
Virginia
$3.49K