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SoFi Technologies

728 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, 301 increasing their positions, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
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
301
Reduced
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
626
NVWM LLC
Pennsylvania
$10.9K
FS
627
Financially Speaking
Colorado
$10.9K +$10.9K +600 New
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$10.9K +$237 +13 +2%
NCM
629
Northwest Capital Management
Oregon
$10.7K
CLOS
630
Compagnie Lombard Odier SCmA
Switzerland
$9.72K +$9.72K +534 New
BL
631
BFSG LLC
California
$9.11K
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$9.11K
NSIM
633
North Star Investment Management
Illinois
$9.11K
VCM
634
Versant Capital Management
Arizona
$8.85K +$3.28K +180 +59%
JWA
635
JFS Wealth Advisors
Pennsylvania
$8.67K -$4.01K -220 -32%
TFGT
636
TS Financial Group (TSFG)
Illinois
$8K
IRAG
637
Investment Research & Advisory Group
Georgia
$7.94K
OP
638
ORG Partners
Indiana
$7.67K +$6.35K +360 +480%
TFM
639
TFC Financial Management
Massachusetts
$7.61K +$1.82K +100 +31%
ATC
640
Adirondack Trust Company
New York
$7.28K +$7.28K +400 New
TCOV
641
Trust Company of Vermont
Vermont
$7.23K
TFA
642
Toth Financial Advisory
Virginia
$6.37K
Fifth Third Bancorp
643
Fifth Third Bancorp
Ohio
$6.12K +$2.11K +116 +53%
SIC
644
Salem Investment Counselors
North Carolina
$6.1K +$2.28K +125 +60%
PP
645
PrairieView Partners
Minnesota
$6K
RTL
646
Red Tortoise LLC
Georgia
$5.97K
MSG
647
Main Street Group
Virginia
$5.46K
MMCM
648
Murphy & Mullick Capital Management
New York
$5.46K
ANBT
649
American National Bank & Trust
Texas
$5.46K +$5.46K +300 New
HWA
650
HHM Wealth Advisors
Tennessee
$5.46K +$5.46K +300 New