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SoFi Technologies

724 hedge funds and large institutions have $10.4B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 300 increasing their positions, 199 reducing their positions, and 80 closing their positions.

Holders
724
Holders Change
+23
Holders Change %
+3.28%
% of All Funds
9.72%
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
300
Reduced
199
Closed
80
Calls
$2.11B
Puts
$2.03B
Net Calls
+$79.3M
Net Calls Change
-$257M
Name Market Value Shares Shares
Change
Shares
Change %
NCM
626
Northwest Capital Management
Oregon
$10.7K 590
CLOS
627
Compagnie Lombard Odier SCmA
Switzerland
$9.72K 534 +534 New
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$9.11K 500
NSIM
629
North Star Investment Management
Illinois
$9.11K 500
BL
630
BFSG LLC
California
$9.11K 500
VCM
631
Versant Capital Management
Arizona
$8.85K 486 +180 +59%
JWA
632
JFS Wealth Advisors
Pennsylvania
$8.67K 476 -220 -32%
TFGT
633
TS Financial Group (TSFG)
Illinois
$8K 442
IRAG
634
Investment Research & Advisory Group
Georgia
$7.94K 436
OP
635
ORG Partners
Indiana
$7.67K 435 +360 +480%
TFM
636
TFC Financial Management
Massachusetts
$7.61K 418 +100 +31%
ATC
637
Adirondack Trust Company
New York
$7.28K 400 +400 New
TCOV
638
Trust Company of Vermont
Vermont
$7.23K 397
TFA
639
Toth Financial Advisory
Virginia
$6.37K 350
Fifth Third Bancorp
640
Fifth Third Bancorp
Ohio
$6.12K 336 +116 +53%
SIC
641
Salem Investment Counselors
North Carolina
$6.1K 335 +125 +60%
PP
642
PrairieView Partners
Minnesota
$6K 380
RTL
643
Red Tortoise LLC
Georgia
$5.97K 328
MSG
644
Main Street Group
Virginia
$5.46K 300
MMCM
645
Murphy & Mullick Capital Management
New York
$5.46K 300
ANBT
646
American National Bank & Trust
Texas
$5.46K 300 +300 New
HWA
647
HHM Wealth Advisors
Tennessee
$5.46K 300 +300 New
TPWA
648
Twin Peaks Wealth Advisors
California
$5.09K 215 +215 New
BBHC
649
Brown Brothers Harriman & Co
New York
$4.79K 263 +263 New
VWM
650
Vermillion Wealth Management
Minnesota
$4.75K 261