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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

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

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
651
TS Financial Group (TSFG)
Illinois
$8K
IRAG
652
Investment Research & Advisory Group
Georgia
$7.94K
OP
653
ORG Partners
Indiana
$7.67K +$4.75K +360 +480%
TFM
654
TFC Financial Management
Massachusetts
$7.61K +$1.32K +100 +31%
ATC
655
Adirondack Trust Company
New York
$7.28K +$5.28K +400 New
TCOV
656
Trust Company of Vermont
Vermont
$7.23K
TFA
657
Toth Financial Advisory
Virginia
$6.37K
Fifth Third Bancorp
658
Fifth Third Bancorp
Ohio
$6.12K +$1.53K +116 +53%
SIC
659
Salem Investment Counselors
North Carolina
$6.1K +$1.65K +125 +60%
PP
660
PrairieView Partners
Minnesota
$6K
MWA
661
Medallion Wealth Advisors
Connecticut
$5.98K
RTL
662
Red Tortoise LLC
Georgia
$5.97K
MSG
663
Main Street Group
Virginia
$5.46K
MMCM
664
Murphy & Mullick Capital Management
New York
$5.46K
ANBT
665
American National Bank & Trust
Texas
$5.46K +$3.96K +300 New
HWA
666
HHM Wealth Advisors
Tennessee
$5.46K +$3.96K +300 New
TPWA
667
Twin Peaks Wealth Advisors
California
$5.08K +$2.83K +215 New
BBHC
668
Brown Brothers Harriman & Co
New York
$4.79K +$3.47K +263 New
VWM
669
Vermillion Wealth Management
Minnesota
$4.75K
CW
670
Curio Wealth
Maryland
$4.74K +$3.42K +259 +25,900%
S
671
Sachetta
Massachusetts
$4.61K
CSB
672
City State Bank
Iowa
$4.55K -$65.9K -5,000 -95%
FDW
673
Fourth Dimension Wealth
Ohio
$4.55K -$3.96K -300 -55%
CT
674
Clearstead Trust
Maine
$4.43K -$1.25K -95 -28%
MCM
675
MV Capital Management
Maryland
$4.37K

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.