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SoFi Technologies

728 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, 301 increasing their positions, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
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
301
Reduced
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
651
Twin Peaks Wealth Advisors
California
$5.09K +$5.09K +215 New
BBHC
652
Brown Brothers Harriman & Co
New York
$4.79K +$4.79K +263 New
VWM
653
Vermillion Wealth Management
Minnesota
$4.75K
CW
654
Curio Wealth
Maryland
$4.74K +$4.72K +259 +25,900%
S
655
Sachetta
Massachusetts
$4.61K
CSB
656
City State Bank
Iowa
$4.55K -$91.1K -5,000 -95%
FDW
657
Fourth Dimension Wealth
Ohio
$4.55K -$5.46K -300 -55%
CT
658
Clearstead Trust
Maine
$4.43K -$1.73K -95 -28%
MCM
659
MV Capital Management
Maryland
$4.37K
CA
660
Crewe Advisors
Utah
$4.33K +$364 +20 +9%
CT
661
Colonial Trust
South Carolina
$4.08K +$619 +34 +18%
ACA
662
American Capital Advisory
Idaho
$4.04K +$219 +12 +6%
CAL
663
Capital Analysts LLC
Pennsylvania
$4K
AWM
664
Activest Wealth Management
Florida
$3.99K +$3.77K +207 +1,725%
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$3.64K -$5.46K -300 -60%
BWM
666
Bernard Wealth Management
Michigan
$3.64K +$1.82K +100 +100%
HNB
667
Hilltop National Bank
Wyoming
$3.64K +$3.64K +200 New
PIS
668
POM Investment Strategies
North Carolina
$3.64K +$3.64K +200 New
HWP
669
Highline Wealth Partners
California
$3.46K
CH
670
Cromwell Holdings
Wyoming
$3.24K +$2.37K +130 +271%
DPW
671
DiNuzzo Private Wealth
Pennsylvania
$3.15K -$291 -16 -8%
BI
672
Binnacle Investments
Iowa
$3.1K +$3.1K +170 New
SIS
673
Strategic Investment Solutions
Illinois
$2.82K -$75K -4,118 -96%
BTI
674
Blue Trust Inc
Georgia
$2.81K +$2.15K +118 +328%
OIA
675
Optimum Investment Advisors
Illinois
$2.73K -$7.29K -400 -73%