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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 %
CI
601
CX Institutional
Indiana
$21K
MAM
602
Meeder Asset Management
Ohio
$18.8K -$375K -20,600 -95%
BIA
603
Bell Investment Advisors
California
$18.3K +$710 +39 +4%
GSWM
604
Golden State Wealth Management
California
$18.2K
MCI
605
MRP Capital Investments
Georgia
$18.2K
BTC
606
Bank & Trust Company
Illinois
$18.2K
CFP
607
Comprehensive Financial Planning
Pennsylvania
$18.2K
BCWM
608
Bartlett & Co Wealth Management
Ohio
$18.2K +$18.2K +1,000 New
MTC
609
Matrix Trust Company
Colorado
$18K +$18K +986 New
GWSG
610
GPS Wealth Strategies Group
Colorado
$16.5K -$4.55K -250 -22%
WA
611
WPG Advisers
Maryland
$16.3K +$637 +35 +4%
CWM
612
CarsonAllaria Wealth Management
Illinois
$15.8K
AWM
613
Abound Wealth Management
Tennessee
$15.7K +$13.4K +735 +588%
BCM
614
Blume Capital Management
California
$15.5K +$15.5K +850 New
AssetMark Inc
615
AssetMark Inc
California
$15.4K +$11.8K +650 +332%
Bank Julius Baer & Co
616
Bank Julius Baer & Co
Switzerland
$14.6K +$1.71K +94 +13%
AF
617
Aviso Financial
Ontario, Canada
$14.6K
GBT
618
Grove Bank & Trust
Florida
$14.5K -$12.3K -673 -46%
FP
619
Financial Perspectives
Minnesota
$14.1K +$11.8K +650 +520%
FFO
620
Fortitude Family Office
Arizona
$13.5K +$11.5K +632 +564%
SA
621
Scarborough Advisors
Maryland
$13.3K +$13.3K +729 New
RWM
622
Rialto Wealth Management
New York
$13K +$12.3K +676 +1,827%
GWP
623
Gen-Wealth Partners
Michigan
$12.4K +$1.48K +81 +14%
CPG
624
Cornerstone Planning Group
New Jersey
$12.3K +$1.55K +72 +14%
ECM
625
Estabrook Capital Management
New York
$11.5K