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SoFi Technologies

728 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, 301 increasing their positions, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
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
301
Reduced
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VFM
676
Vision Financial Markets
Connecticut
$2.73K
HFS
677
Hughes Financial Services
Virginia
$2.47K +$1.03K +48 +72%
SN
678
Sittner & Nelson
Oregon
$2.42K
ACM
679
Anfield Capital Management
California
$2.28K +$1.99K +109 +681%
SIC
680
SJS Investment Consulting
Ohio
$2.17K -$1.88K -103 -46%
BGAI
681
Bruce G. Allen Investments
Colorado
$2.15K
PWA
682
Principia Wealth Advisory
Texas
$2.09K +$346 +19 +20%
CTC
683
Central Trust Company
Missouri
$1.82K -$127 -7 -7%
MWA
684
Miller Wealth Advisors
Colorado
$1.82K
ADL
685
Asset Dedication LLC
California
$1.82K
CFFP
686
Center for Financial Planning
Michigan
$1.82K
KFI
687
Key Financial Inc
Pennsylvania
$1.82K +$1.82K +100 New
BFS
688
Bare Financial Services
Pennsylvania
$1.49K +$1.49K +82 New
MAS
689
MPWM Advisory Solutions
Georgia
$1.46K
PWMG
690
Private Wealth Management Group
New Jersey
$1.44K
EWA
691
EQ Wealth Advisors
Texas
$1.11K +$146 +8 +15%
WCM
692
WealthTrak Capital Management
Virginia
$1.09K -$364 -20 -25%
PWM
693
Parkworth Wealth Management
California
$1.07K +$455 +25 +74%
RBC
694
Roble Belko & Company
Pennsylvania
$1K
POIA
695
Pin Oak Investment Advisors
Texas
$1K
HFS
696
Hantz Financial Services
Michigan
$1K +$701 +47 +235%
CMP
697
Coston McIsaac & Partners
Maine
$1K +$1K +72 New
TC
698
Truvestments Capital
Florida
$929
WFA
699
West Financial Advisors
Iowa
$893
HIA
700
HFM Investment Advisors
New Jersey
$819 +$146 +8 +22%