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SoFi Technologies

724 hedge funds and large institutions have $10.4B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 300 increasing their positions, 199 reducing their positions, and 80 closing their positions.

Holders
724
Holders Change
+23
Holders Change %
+3.28%
% of All Funds
9.72%
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
300
Reduced
199
Closed
80
Calls
$2.11B
Puts
$2.03B
Net Calls
+$79.3M
Net Calls Change
-$257M
Name Market Value Shares Shares
Change
Shares
Change %
S
651
Sachetta
Massachusetts
$4.61K 253
CSB
652
City State Bank
Iowa
$4.55K 250 -5,000 -95%
FDW
653
Fourth Dimension Wealth
Ohio
$4.55K 250 -300 -55%
CT
654
Clearstead Trust
Maine
$4.43K 243 -95 -28%
MCM
655
MV Capital Management
Maryland
$4.37K 240
CA
656
Crewe Advisors
Utah
$4.33K 238 +20 +9%
CT
657
Colonial Trust
South Carolina
$4.08K 224 +34 +18%
ACA
658
American Capital Advisory
Idaho
$4.04K 222 +12 +6%
CAL
659
Capital Analysts LLC
Pennsylvania
$4K 240
AWM
660
Activest Wealth Management
Florida
$3.99K 219 +207 +1,725%
MSFP
661
Mark Sheptoff Financial Planning
Connecticut
$3.64K 200 -300 -60%
BWM
662
Bernard Wealth Management
Michigan
$3.64K 200 +100 +100%
HNB
663
Hilltop National Bank
Wyoming
$3.64K 200 +200 New
PIS
664
POM Investment Strategies
North Carolina
$3.64K 200 +200 New
HWP
665
Highline Wealth Partners
California
$3.46K 190
CH
666
Cromwell Holdings
Wyoming
$3.24K 178 +130 +271%
DPW
667
DiNuzzo Private Wealth
Pennsylvania
$3.15K 173 -16 -8%
BI
668
Binnacle Investments
Iowa
$3.1K 170 +170 New
SIS
669
Strategic Investment Solutions
Illinois
$2.82K 155 -4,118 -96%
BTI
670
Blue Trust Inc
Georgia
$2.81K 154 +118 +328%
OIA
671
Optimum Investment Advisors
Illinois
$2.73K 150 -400 -73%
VFM
672
Vision Financial Markets
Connecticut
$2.73K 150
HFS
673
Hughes Financial Services
Virginia
$2.47K 115 +48 +72%
SN
674
Sittner & Nelson
Oregon
$2.42K 133
ACM
675
Anfield Capital Management
California
$2.28K 125 +109 +681%