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SoFi Technologies

724 hedge funds and large institutions have $10.4B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 300 increasing their positions, 199 reducing their positions, and 80 closing their positions.

Holders
724
Holders Change
+23
Holders Change %
+3.28%
% of All Funds
9.72%
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
300
Reduced
199
Closed
80
Calls
$2.11B
Puts
$2.03B
Net Calls
+$79.3M
Net Calls Change
-$257M
Name Market Value Shares Shares
Change
Shares
Change %
RFG
701
REAP Financial Group
Texas
$728 40
RA
702
Rise Advisors
New York
$710 39 -32 -45%
CWP
703
Concord Wealth Partners
Virginia
$656 36
WA
704
Whipplewood Advisors
Colorado
$637 35 +10 +40%
BHWM
705
Bay Harbor Wealth Management
Maryland
$564 31 +6 +24%
FFA
706
Frazier Financial Advisors
Ohio
$492 27
BSC
707
Brown Shipley & Co
United Kingdom
$473 26 +26 New
ICM
708
Islay Capital Management
Texas
$455 25 +25 New
SHIM
709
Stone House Investment Management
Pennsylvania
$419 23 +23 New
DF
710
DecisionPoint Financial
Arizona
$406 23 +23 New
EAM
711
Eukles Asset Management
Ohio
$382 21 +1 +5%
CIA
712
Cape Investment Advisory
Georgia
$364 20
IAS
713
IMA Advisory Services
Colorado
$364 20 +20 New
TCM
714
Tradewinds Capital Management
Washington
$346 19 +3 +19%
AIM
715
Anchor Investment Management
South Carolina
$310 17 +17 New
TCOT
716
Trust Company of Toledo
Ohio
$255 14 +14 New
BCH
717
Berkshire Capital Holdings
California
$182 10
SJIM
718
St. Johns Investment Management
Florida
$127 7 -12 -63%
BF
719
BOK Financial
Oklahoma
$127 7
PA
720
Pineridge Advisors
Missouri
$91 5
OWP
721
ORG Wealth Partners
Texas
$88 5
FWM
722
FSA Wealth Management
Massachusetts
$18 1
Qube Research & Technologies (QRT)
723
Qube Research & Technologies (QRT)
United Kingdom
-6,288,743 Closed
Balyasny Asset Management
724
Balyasny Asset Management
Illinois
-3,341,479 Closed
TC
725
TownSquare Capital
Utah
-871,680 Closed