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SoFi Technologies

724 hedge funds and large institutions have $10.4B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 300 increasing their positions, 199 reducing their positions, and 80 closing their positions.

Holders
724
Holders Change
+23
Holders Change %
+3.28%
% of All Funds
9.72%
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
300
Reduced
199
Closed
80
Calls
$2.11B
Puts
$2.03B
Net Calls
+$79.3M
Net Calls Change
-$257M
Name Market Value Shares Shares
Change
Shares
Change %
SIC
676
SJS Investment Consulting
Ohio
$2.17K 119 -103 -46%
BGAI
677
Bruce G. Allen Investments
Colorado
$2.15K 118
PWA
678
Principia Wealth Advisory
Texas
$2.09K 115 +19 +20%
CTC
679
Central Trust Company
Missouri
$1.82K 100 -7 -7%
ADL
680
Asset Dedication LLC
California
$1.82K 100
MWA
681
Miller Wealth Advisors
Colorado
$1.82K 100
CFFP
682
Center for Financial Planning
Michigan
$1.82K 100
KFI
683
Key Financial Inc
Pennsylvania
$1.82K 100 +100 New
BFS
684
Bare Financial Services
Pennsylvania
$1.49K 82 +82 New
MAS
685
MPWM Advisory Solutions
Georgia
$1.46K 80
PWMG
686
Private Wealth Management Group
New Jersey
$1.44K 79
EWA
687
EQ Wealth Advisors
Texas
$1.11K 61 +8 +15%
WCM
688
WealthTrak Capital Management
Virginia
$1.09K 60 -20 -25%
PWM
689
Parkworth Wealth Management
California
$1.07K 59 +25 +74%
RBC
690
Roble Belko & Company
Pennsylvania
$1K 46
POIA
691
Pin Oak Investment Advisors
Texas
$1K 100
HFS
692
Hantz Financial Services
Michigan
$1K 67 +47 +235%
CMP
693
Coston McIsaac & Partners
Maine
$1K 72 +72 New
TC
694
Truvestments Capital
Florida
$929 51
WFA
695
West Financial Advisors
Iowa
$893 49
HIA
696
HFM Investment Advisors
New Jersey
$819 45 +8 +22%
QWM
697
Quaker Wealth Management
New Jersey
$765 42 +42 New
TCM
698
TD Capital Management
Tennessee
$747 41
SC
699
Stephens Consulting
Michigan
$729 40 +40 New
SVWA
700
Sarver Vrooman Wealth Advisors
Missouri
$728 40