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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
626
Mirae Asset Global Investments
South Korea
$3.54K
MSG
627
Main Street Group
Virginia
$3.49K
MMCM
628
Murphy & Mullick Capital Management
New York
$3.49K
VWM
629
Vermillion Wealth Management
Minnesota
$3.04K
CAL
630
Capital Analysts LLC
Pennsylvania
$3K
S
631
Sachetta
Massachusetts
$2.94K
MCM
632
MV Capital Management
Maryland
$2.79K
SIC
633
SJS Investment Consulting
Ohio
$2.58K
Fifth Third Bancorp
634
Fifth Third Bancorp
Ohio
$2.56K
CA
635
Crewe Advisors
Utah
$2.54K
ACA
636
American Capital Advisory
Idaho
$2.44K
SIC
637
Salem Investment Counselors
North Carolina
$2.44K
FAM
638
Flaharty Asset Management
Florida
$2.33K
AssetMark Inc
639
AssetMark Inc
California
$2.28K
CT
640
Colonial Trust
South Carolina
$2.21K
HWP
641
Highline Wealth Partners
California
$2.21K
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$2.2K
AG
643
AmeriFlex Group
Nevada
$1.91K
VFM
644
Vision Financial Markets
Connecticut
$1.75K
SN
645
Sittner & Nelson
Oregon
$1.55K
FP
646
Financial Perspectives
Minnesota
$1.45K
AWM
647
Abound Wealth Management
Tennessee
$1.45K
CI
648
Cordant Inc
Oregon
$1.45K
BGAI
649
Bruce G. Allen Investments
Colorado
$1.37K
FFO
650
Fortitude Family Office
Arizona
$1.3K