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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
BI
676
Binnacle Investments
Iowa
$3.1K
SIS
677
Strategic Investment Solutions
Illinois
$2.82K
BTI
678
Blue Trust Inc
Georgia
$2.81K
OIA
679
Optimum Investment Advisors
Illinois
$2.73K
VFM
680
Vision Financial Markets
Connecticut
$2.73K
HFS
681
Hughes Financial Services
Virginia
$2.47K
SN
682
Sittner & Nelson
Oregon
$2.42K
ACM
683
Anfield Capital Management
California
$2.28K
SIC
684
SJS Investment Consulting
Ohio
$2.17K
BGAI
685
Bruce G. Allen Investments
Colorado
$2.15K
PWA
686
Principia Wealth Advisory
Texas
$2.09K
CTC
687
Central Trust Company
Missouri
$1.82K
MWA
688
Miller Wealth Advisors
Colorado
$1.82K
ADL
689
Asset Dedication LLC
California
$1.82K
CFFP
690
Center for Financial Planning
Michigan
$1.82K
HPC
691
HM Payson & Co
Maine
$1.82K
KFI
692
Key Financial Inc
Pennsylvania
$1.82K
BFS
693
Bare Financial Services
Pennsylvania
$1.49K
MAS
694
MPWM Advisory Solutions
Georgia
$1.46K
PWMG
695
Private Wealth Management Group
New Jersey
$1.44K
EWA
696
EQ Wealth Advisors
Texas
$1.11K
WCM
697
WealthTrak Capital Management
Virginia
$1.09K
PWM
698
Parkworth Wealth Management
California
$1.07K
RBC
699
Roble Belko & Company
Pennsylvania
$1K
POIA
700
Pin Oak Investment Advisors
Texas
$1K