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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
651
Central Trust Company
Missouri
$1.25K
PWA
652
Physician Wealth Advisors
Utah
$1.25K
MWA
653
Miller Wealth Advisors
Colorado
$1.16K
CFFP
654
Center for Financial Planning
Michigan
$1.16K
ADL
655
Asset Dedication LLC
California
$1.16K
HPC
656
HM Payson & Co
Maine
$1.16K
BWM
657
Bernard Wealth Management
Michigan
$1.16K
PWA
658
Principia Wealth Advisory
Texas
$1.09K
Bessemer Group
659
Bessemer Group
New Jersey
$1K
POIA
660
Pin Oak Investment Advisors
Texas
$1K
RBC
661
Roble Belko & Company
Pennsylvania
$1K
WCM
662
WealthTrak Capital Management
Virginia
$931
MAS
663
MPWM Advisory Solutions
Georgia
$930
PWMG
664
Private Wealth Management Group
New Jersey
$919
OP
665
ORG Partners
Indiana
$893
RA
666
Rise Advisors
New York
$826
HFS
667
Hughes Financial Services
Virginia
$798
WA
668
Whipplewood Advisors
Colorado
$779
RMP
669
Richards, Merrill & Peterson
Washington
$675
EWA
670
EQ Wealth Advisors
Texas
$616
TC
671
Truvestments Capital
Florida
$593
WFA
672
West Financial Advisors
Iowa
$570
CH
673
Cromwell Holdings
Wyoming
$558
TCM
674
TD Capital Management
Tennessee
$477
RFG
675
REAP Financial Group
Texas
$465