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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
BWM
676
Bernard Wealth Management
Michigan
$3.64K
PIS
677
POM Investment Strategies
North Carolina
$3.64K
HNB
678
Hilltop National Bank
Wyoming
$3.64K
HWP
679
Highline Wealth Partners
California
$3.46K
CH
680
Cromwell Holdings
Wyoming
$3.24K
DPW
681
DiNuzzo Private Wealth
Pennsylvania
$3.15K
BI
682
Binnacle Investments
Iowa
$3.1K
SIS
683
Strategic Investment Solutions
Illinois
$2.82K
BTI
684
Blue Trust Inc
Georgia
$2.81K
OIA
685
Optimum Investment Advisors
Illinois
$2.73K
VFM
686
Vision Financial Markets
Connecticut
$2.73K
HFS
687
Hughes Financial Services
Virginia
$2.47K
SN
688
Sittner & Nelson
Oregon
$2.42K
ACM
689
Anfield Capital Management
California
$2.28K
SIC
690
SJS Investment Consulting
Ohio
$2.17K
BGAI
691
Bruce G. Allen Investments
Colorado
$2.15K
PWA
692
Principia Wealth Advisory
Texas
$2.09K
CTC
693
Central Trust Company
Missouri
$1.82K
MWA
694
Miller Wealth Advisors
Colorado
$1.82K
CFFP
695
Center for Financial Planning
Michigan
$1.82K
ADL
696
Asset Dedication LLC
California
$1.82K
HPC
697
HM Payson & Co
Maine
$1.82K
KFI
698
Key Financial Inc
Pennsylvania
$1.82K
BFS
699
Bare Financial Services
Pennsylvania
$1.49K
MAS
700
MPWM Advisory Solutions
Georgia
$1.46K