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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

15% more call options, than puts

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

5.31% more ownership

Funds ownership: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.66B
Puts
$2.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
626
Bank Julius Baer & Co
Switzerland
$14.6K
AF
627
Aviso Financial
Ontario, Canada
$14.6K
GBT
628
Grove Bank & Trust
Florida
$14.5K
FP
629
Financial Perspectives
Minnesota
$14.1K
FFO
630
Fortitude Family Office
Arizona
$13.5K
SA
631
Scarborough Advisors
Maryland
$13.3K
RWM
632
Rialto Wealth Management
New York
$13K
GWP
633
Gen-Wealth Partners
Michigan
$12.4K
CPG
634
Cornerstone Planning Group
New Jersey
$12.3K
ECM
635
Estabrook Capital Management
New York
$11.5K
NL
636
NVWM LLC
Pennsylvania
$10.9K
FS
637
Financially Speaking
Colorado
$10.9K
CSPIA
638
Cary Street Partners Investment Advisory
Virginia
$10.9K
NCM
639
Northwest Capital Management
Oregon
$10.7K
CLOS
640
Compagnie Lombard Odier SCmA
Switzerland
$9.72K
BL
641
BFSG LLC
California
$9.11K
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$9.11K
NSIM
643
North Star Investment Management
Illinois
$9.11K
VCM
644
Versant Capital Management
Arizona
$8.85K
JWA
645
JFS Wealth Advisors
Pennsylvania
$8.67K
TFGT
646
TS Financial Group (TSFG)
Illinois
$8K
IRAG
647
Investment Research & Advisory Group
Georgia
$7.94K
OP
648
ORG Partners
Indiana
$7.67K
TFM
649
TFC Financial Management
Massachusetts
$7.61K
ATC
650
Adirondack Trust Company
New York
$7.28K