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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
676
Sarver Vrooman Wealth Advisors
Missouri
$465
RWM
677
Rialto Wealth Management
New York
$431
HIA
678
HFM Investment Advisors
New Jersey
$431
CWP
679
Concord Wealth Partners
Virginia
$419
BTI
680
Blue Trust Inc
Georgia
$419
PWM
681
Parkworth Wealth Management
California
$395
FFA
682
Frazier Financial Advisors
Ohio
$315
BCMLT
683
Beacon Capital Management LLC (Tennessee)
Tennessee
$294
BHWM
684
Bay Harbor Wealth Management
Maryland
$290
EAM
685
Eukles Asset Management
Ohio
$233
CIA
686
Cape Investment Advisory
Georgia
$233
SJIM
687
St. Johns Investment Management
Florida
$221
CIAM
688
Caitong International Asset Management
Hong Kong
$209
TCM
689
Tradewinds Capital Management
Washington
$187
ACM
690
Anfield Capital Management
California
$186
AWM
691
Activest Wealth Management
Florida
$140
BCH
692
Berkshire Capital Holdings
California
$116
CFD
693
Creative Financial Designs
Indiana
$116
HNW
694
High Note Wealth
Minnesota
$105
BF
695
BOK Financial
Oklahoma
$81
OWP
696
ORG Wealth Partners
Texas
$59
PA
697
Pineridge Advisors
Missouri
$58
WOC
698
West Oak Capital
California
$15
FWM
699
FSA Wealth Management
Massachusetts
$12
Norges Bank
700
Norges Bank
Norway