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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

15% more call options, than puts

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

5.31% more ownership

Funds ownership: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.66B
Puts
$2.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
651
Trust Company of Vermont
Vermont
$7.23K
TFA
652
Toth Financial Advisory
Virginia
$6.37K
Fifth Third Bancorp
653
Fifth Third Bancorp
Ohio
$6.12K
SIC
654
Salem Investment Counselors
North Carolina
$6.1K
PP
655
PrairieView Partners
Minnesota
$6K
RTL
656
Red Tortoise LLC
Georgia
$5.97K
MMCM
657
Murphy & Mullick Capital Management
New York
$5.46K
MSG
658
Main Street Group
Virginia
$5.46K
ANBT
659
American National Bank & Trust
Texas
$5.46K
HWA
660
HHM Wealth Advisors
Tennessee
$5.46K
TPWA
661
Twin Peaks Wealth Advisors
California
$5.08K
BBHC
662
Brown Brothers Harriman & Co
New York
$4.79K
VWM
663
Vermillion Wealth Management
Minnesota
$4.75K
CW
664
Curio Wealth
Maryland
$4.74K
S
665
Sachetta
Massachusetts
$4.61K
CSB
666
City State Bank
Iowa
$4.55K
FDW
667
Fourth Dimension Wealth
Ohio
$4.55K
CT
668
Clearstead Trust
Maine
$4.43K
MCM
669
MV Capital Management
Maryland
$4.37K
CA
670
Crewe Advisors
Utah
$4.33K
CT
671
Colonial Trust
South Carolina
$4.08K
ACA
672
American Capital Advisory
Idaho
$4.04K
CAL
673
Capital Analysts LLC
Pennsylvania
$4K
AWM
674
Activest Wealth Management
Florida
$3.99K
MSFP
675
Mark Sheptoff Financial Planning
Connecticut
$3.64K