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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WPG Advisers
Maryland
$16.3K +$462 +35 +4%
CWM
627
CarsonAllaria Wealth Management
Illinois
$15.8K
AWM
628
Abound Wealth Management
Tennessee
$15.7K +$9.69K +735 +588%
BCM
629
Blume Capital Management
California
$15.5K +$11.2K +850 New
AssetMark Inc
630
AssetMark Inc
California
$15.4K +$8.57K +650 +332%
Bank Julius Baer & Co
631
Bank Julius Baer & Co
Switzerland
$14.6K +$26 +2 +0.3%
AF
632
Aviso Financial
Ontario, Canada
$14.6K
GBT
633
Grove Bank & Trust
Florida
$14.5K -$8.88K -673 -46%
FP
634
Financial Perspectives
Minnesota
$14.1K +$8.57K +650 +520%
FFO
635
Fortitude Family Office
Arizona
$13.5K +$8.33K +632 +564%
SA
636
Scarborough Advisors
Maryland
$13.3K +$9.61K +729 New
RWM
637
Rialto Wealth Management
New York
$13K +$8.91K +676 +1,827%
GWP
638
Gen-Wealth Partners
Michigan
$12.4K +$1.07K +81 +14%
CPG
639
Cornerstone Planning Group
New Jersey
$12.3K +$949 +72 +14%
ECM
640
Estabrook Capital Management
New York
$11.5K
NL
641
NVWM LLC
Pennsylvania
$10.9K
FS
642
Financially Speaking
Colorado
$10.9K +$7.91K +600 New
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
$10.9K +$171 +13 +2%
NCM
644
Northwest Capital Management
Oregon
$10.7K
CLOS
645
Compagnie Lombard Odier SCmA
Switzerland
$9.72K +$7.04K +534 New
BL
646
BFSG LLC
California
$9.11K
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$9.11K
NSIM
648
North Star Investment Management
Illinois
$9.11K
VCM
649
Versant Capital Management
Arizona
$8.85K +$2.37K +180 +59%
JWA
650
JFS Wealth Advisors
Pennsylvania
$8.67K -$2.9K -220 -32%

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.