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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
601
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31K
CAL
602
Capital Advisors Ltd
Ohio
$30K +$448 +34 +2%
BBPWM
603
Blue Bell Private Wealth Management
Pennsylvania
$29.3K -$1.45K -110 -6%
HC
604
Hurley Capital
New York
$25.5K -$2.31K -175 -11%
TSMHT
605
Thurston Springer Miller Herd & Titak
Indiana
$25.4K
SRCM
606
Signature Resources Capital Management
California
$24.4K
HWM
607
Hemington Wealth Management
Virginia
$24K +$1.61K +122 +10%
PFBT
608
Parkside Financial Bank & Trust
Missouri
$24K +$237 +18 +1%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$23.3K -$1.74K -132 -9%
APW
610
Aventura Private Wealth
Florida
$23.3K -$659 -50 -4%
TWD
611
True Wealth Design
Ohio
$23.1K +$8.66K +657 +107%
RIL
612
Rothschild Investment LLC
Illinois
$22.5K +$923 +70 +6%
AP
613
Aspect Partners
Virginia
$21.9K +$11.4K +865 +256%
HWM
614
HighMark Wealth Management
Minnesota
$21.1K +$686 +52 +5%
CI
615
CX Institutional
Indiana
$21K
MAM
616
Meeder Asset Management
Ohio
$18.8K -$272K -20,600 -95%
BIA
617
Bell Investment Advisors
California
$18.3K +$514 +39 +4%
BTC
618
Bank & Trust Company
Illinois
$18.2K
CFP
619
Comprehensive Financial Planning
Pennsylvania
$18.2K
GSWM
620
Golden State Wealth Management
California
$18.2K
MCI
621
MRP Capital Investments
Georgia
$18.2K
BCWM
622
Bartlett & Co Wealth Management
Ohio
$18.2K +$13.2K +1,000 New
MTC
623
Matrix Trust Company
Colorado
$18K +$13K +986 New
SWIM
624
Smallwood Wealth Investment Management
New Jersey
$17.2K +$264 +20 +2%
GWSG
625
GPS Wealth Strategies Group
Colorado
$16.5K -$3.3K -250 -22%

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.