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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
676
HFM Investment Advisors
New Jersey
$431 +$431 +37 New
CWP
677
Concord Wealth Partners
Virginia
$419 -$1.16K -100 -74%
BTI
678
Blue Trust Inc
Georgia
$419
PWM
679
Parkworth Wealth Management
California
$395 +$81 +7 +26%
FFA
680
Frazier Financial Advisors
Ohio
$315 -$350 -30 -53%
BCMLT
681
Beacon Capital Management LLC (Tennessee)
Tennessee
$294 +$294 +25 New
BHWM
682
Bay Harbor Wealth Management
Maryland
$290 +$290 +25 New
EAM
683
Eukles Asset Management
Ohio
$233
CIA
684
Cape Investment Advisory
Georgia
$233
SJIM
685
St. Johns Investment Management
Florida
$221
CIAM
686
Caitong International Asset Management
Hong Kong
$209 -$244 -21 -54%
TCM
687
Tradewinds Capital Management
Washington
$187 +$94 +8 +100%
ACM
688
Anfield Capital Management
California
$186 +$116 +10 +167%
AWM
689
Activest Wealth Management
Florida
$140 +$117 +10 +500%
BCH
690
Berkshire Capital Holdings
California
$116 -$7.2M -620,800 -100%
CFD
691
Creative Financial Designs
Indiana
$116 -$5.68K -490 -98%
HNW
692
High Note Wealth
Minnesota
$105
BF
693
BOK Financial
Oklahoma
$81
OWP
694
ORG Wealth Partners
Texas
$59
PA
695
Pineridge Advisors
Missouri
$58 -$626 -54 -92%
WOC
696
West Oak Capital
California
$15
FWM
697
FSA Wealth Management
Massachusetts
$12
Norges Bank
698
Norges Bank
Norway
-$104M -6,732,360 Closed
Capital Fund Management (CFM)
699
Capital Fund Management (CFM)
France
-$51.5M -3,341,683 Closed
Bank of Nova Scotia
700
Bank of Nova Scotia
Ontario, Canada
-$14.4M -936,332 Closed