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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
MMCM
626
Murphy & Mullick Capital Management
New York
$3.49K
VWM
627
Vermillion Wealth Management
Minnesota
$3.04K +$3.04K +261 New
CAL
628
Capital Analysts LLC
Pennsylvania
$3K +$3K +240 New
S
629
Sachetta
Massachusetts
$2.94K
MCM
630
MV Capital Management
Maryland
$2.79K -$12 -1 -0.4%
SIC
631
SJS Investment Consulting
Ohio
$2.58K +$826 +71 +47%
Fifth Third Bancorp
632
Fifth Third Bancorp
Ohio
$2.56K +$1.16K +100 +83%
CA
633
Crewe Advisors
Utah
$2.54K -$244 -21 -9%
ACA
634
American Capital Advisory
Idaho
$2.44K
SIC
635
Salem Investment Counselors
North Carolina
$2.44K +$2.44K +210 New
FAM
636
Flaharty Asset Management
Florida
$2.33K +$2.33K +200 New
AssetMark Inc
637
AssetMark Inc
California
$2.28K -$488 -42 -18%
CT
638
Colonial Trust
South Carolina
$2.21K -$2.19K -188 -50%
HWP
639
Highline Wealth Partners
California
$2.21K +$2.21K +190 New
DPW
640
DiNuzzo Private Wealth
Pennsylvania
$2.2K +$582 +50 +36%
AG
641
AmeriFlex Group
Nevada
$1.91K
VFM
642
Vision Financial Markets
Connecticut
$1.75K +$1.75K +150 New
SN
643
Sittner & Nelson
Oregon
$1.55K
FP
644
Financial Perspectives
Minnesota
$1.45K
CI
645
Cordant Inc
Oregon
$1.45K +$1.45K +125 New
AWM
646
Abound Wealth Management
Tennessee
$1.45K +$1.45K +125 New
BGAI
647
Bruce G. Allen Investments
Colorado
$1.37K
FFO
648
Fortitude Family Office
Arizona
$1.3K +$233 +20 +22%
CTC
649
Central Trust Company
Missouri
$1.25K -$13K -1,113 -91%
PWA
650
Physician Wealth Advisors
Utah
$1.25K +$1.25K +107 New