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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 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: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
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
SRCM
601
Signature Resources Capital Management
California
$24.4K
HWM
602
Hemington Wealth Management
Virginia
$24K
PFBT
603
Parkside Financial Bank & Trust
Missouri
$24K
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$23.3K
APW
605
Aventura Private Wealth
Florida
$23.3K
TWD
606
True Wealth Design
Ohio
$23.1K
RIL
607
Rothschild Investment LLC
Illinois
$22.5K
AP
608
Aspect Partners
Virginia
$21.9K
HWM
609
HighMark Wealth Management
Minnesota
$21.1K
CI
610
CX Institutional
Indiana
$21K
MAM
611
Meeder Asset Management
Ohio
$18.8K
BIA
612
Bell Investment Advisors
California
$18.3K
GSWM
613
Golden State Wealth Management
California
$18.2K
MCI
614
MRP Capital Investments
Georgia
$18.2K
BTC
615
Bank & Trust Company
Illinois
$18.2K
CFP
616
Comprehensive Financial Planning
Pennsylvania
$18.2K
BCWM
617
Bartlett & Co Wealth Management
Ohio
$18.2K
MTC
618
Matrix Trust Company
Colorado
$18K
SWIM
619
Smallwood Wealth Investment Management
New Jersey
$17.2K
GWSG
620
GPS Wealth Strategies Group
Colorado
$16.5K
WA
621
WPG Advisers
Maryland
$16.3K
CWM
622
CarsonAllaria Wealth Management
Illinois
$15.8K
AWM
623
Abound Wealth Management
Tennessee
$15.7K
BCM
624
Blume Capital Management
California
$15.5K
AssetMark Inc
625
AssetMark Inc
California
$15.4K