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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
RWM
626
Rialto Wealth Management
New York
$13K
GWP
627
Gen-Wealth Partners
Michigan
$12.4K
CPG
628
Cornerstone Planning Group
New Jersey
$12.3K
ECM
629
Estabrook Capital Management
New York
$11.5K
NL
630
NVWM LLC
Pennsylvania
$10.9K
FS
631
Financially Speaking
Colorado
$10.9K
CSPIA
632
Cary Street Partners Investment Advisory
Virginia
$10.9K
NCM
633
Northwest Capital Management
Oregon
$10.7K
CLOS
634
Compagnie Lombard Odier SCmA
Switzerland
$9.72K
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$9.11K
BL
636
BFSG LLC
California
$9.11K
NSIM
637
North Star Investment Management
Illinois
$9.11K
VCM
638
Versant Capital Management
Arizona
$8.85K
JWA
639
JFS Wealth Advisors
Pennsylvania
$8.67K
TFGT
640
TS Financial Group (TSFG)
Illinois
$8K
IRAG
641
Investment Research & Advisory Group
Georgia
$7.94K
OP
642
ORG Partners
Indiana
$7.67K
TFM
643
TFC Financial Management
Massachusetts
$7.61K
ATC
644
Adirondack Trust Company
New York
$7.28K
TCOV
645
Trust Company of Vermont
Vermont
$7.23K
TFA
646
Toth Financial Advisory
Virginia
$6.37K
Fifth Third Bancorp
647
Fifth Third Bancorp
Ohio
$6.12K
SIC
648
Salem Investment Counselors
North Carolina
$6.1K
PP
649
PrairieView Partners
Minnesota
$6K
RTL
650
Red Tortoise LLC
Georgia
$5.97K