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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
MMCM
651
Murphy & Mullick Capital Management
New York
$5.46K
MSG
652
Main Street Group
Virginia
$5.46K
HWA
653
HHM Wealth Advisors
Tennessee
$5.46K
ANBT
654
American National Bank & Trust
Texas
$5.46K
TPWA
655
Twin Peaks Wealth Advisors
California
$5.08K
BBHC
656
Brown Brothers Harriman & Co
New York
$4.79K
VWM
657
Vermillion Wealth Management
Minnesota
$4.75K
CW
658
Curio Wealth
Maryland
$4.74K
S
659
Sachetta
Massachusetts
$4.61K
CSB
660
City State Bank
Iowa
$4.55K
FDW
661
Fourth Dimension Wealth
Ohio
$4.55K
CT
662
Clearstead Trust
Maine
$4.43K
MCM
663
MV Capital Management
Maryland
$4.37K
CA
664
Crewe Advisors
Utah
$4.33K
CT
665
Colonial Trust
South Carolina
$4.08K
ACA
666
American Capital Advisory
Idaho
$4.04K
CAL
667
Capital Analysts LLC
Pennsylvania
$4K
AWM
668
Activest Wealth Management
Florida
$3.99K
MSFP
669
Mark Sheptoff Financial Planning
Connecticut
$3.64K
BWM
670
Bernard Wealth Management
Michigan
$3.64K
PIS
671
POM Investment Strategies
North Carolina
$3.64K
HNB
672
Hilltop National Bank
Wyoming
$3.64K
HWP
673
Highline Wealth Partners
California
$3.46K
CH
674
Cromwell Holdings
Wyoming
$3.24K
DPW
675
DiNuzzo Private Wealth
Pennsylvania
$3.15K