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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
651
HM Payson & Co
Maine
$1.16K
ADL
652
Asset Dedication LLC
California
$1.16K
CFFP
653
Center for Financial Planning
Michigan
$1.16K
MWA
654
Miller Wealth Advisors
Colorado
$1.16K
BWM
655
Bernard Wealth Management
Michigan
$1.16K +$1.16K +100 New
PWA
656
Principia Wealth Advisory
Texas
$1.09K +$34 +3 +3%
Bessemer Group
657
Bessemer Group
New Jersey
$1K -$390K -24,936 -100%
POIA
658
Pin Oak Investment Advisors
Texas
$1K
RBC
659
Roble Belko & Company
Pennsylvania
$1K +$304 +14 +44%
WCM
660
WealthTrak Capital Management
Virginia
$931 +$116 +10 +14%
MAS
661
MPWM Advisory Solutions
Georgia
$930 -$23.6K -2,030 -96%
PWMG
662
Private Wealth Management Group
New Jersey
$919
OP
663
ORG Partners
Indiana
$893 +$893 +75 New
RA
664
Rise Advisors
New York
$826 +$826 +71 New
HFS
665
Hughes Financial Services
Virginia
$798 +$798 +67 New
WA
666
Whipplewood Advisors
Colorado
$779 +$779 +25 New
RMP
667
Richards, Merrill & Peterson
Washington
$675
EWA
668
EQ Wealth Advisors
Texas
$616 +$616 +53 New
TC
669
Truvestments Capital
Florida
$593 +$12 +1 +2%
WFA
670
West Financial Advisors
Iowa
$570
CH
671
Cromwell Holdings
Wyoming
$558 +$558 +48 New
TCM
672
TD Capital Management
Tennessee
$477 +$477 +41 New
RFG
673
REAP Financial Group
Texas
$465
SVWA
674
Sarver Vrooman Wealth Advisors
Missouri
$465 +$465 +40 New
RWM
675
Rialto Wealth Management
New York
$431 -$4.39K -377 -91%