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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
RIL
601
Rothschild Investment LLC
Illinois
$22.5K
AP
602
Aspect Partners
Virginia
$21.9K
HWM
603
HighMark Wealth Management
Minnesota
$21.1K
CI
604
CX Institutional
Indiana
$21K
MAM
605
Meeder Asset Management
Ohio
$18.8K
BIA
606
Bell Investment Advisors
California
$18.3K
GSWM
607
Golden State Wealth Management
California
$18.2K
MCI
608
MRP Capital Investments
Georgia
$18.2K
BTC
609
Bank & Trust Company
Illinois
$18.2K
CFP
610
Comprehensive Financial Planning
Pennsylvania
$18.2K
BCWM
611
Bartlett & Co Wealth Management
Ohio
$18.2K
MTC
612
Matrix Trust Company
Colorado
$18K
SWIM
613
Smallwood Wealth Investment Management
New Jersey
$17.2K
GWSG
614
GPS Wealth Strategies Group
Colorado
$16.5K
WA
615
WPG Advisers
Maryland
$16.3K
CWM
616
CarsonAllaria Wealth Management
Illinois
$15.8K
AWM
617
Abound Wealth Management
Tennessee
$15.7K
BCM
618
Blume Capital Management
California
$15.5K
AssetMark Inc
619
AssetMark Inc
California
$15.4K
Bank Julius Baer & Co
620
Bank Julius Baer & Co
Switzerland
$14.6K
AF
621
Aviso Financial
Ontario, Canada
$14.6K
GBT
622
Grove Bank & Trust
Florida
$14.5K
FP
623
Financial Perspectives
Minnesota
$14.1K
FFO
624
Fortitude Family Office
Arizona
$13.5K
SA
625
Scarborough Advisors
Maryland
$13.3K