SOFI icon

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
PWMG
701
Private Wealth Management Group
New Jersey
$1.44K
EWA
702
EQ Wealth Advisors
Texas
$1.11K
WCM
703
WealthTrak Capital Management
Virginia
$1.09K
PWM
704
Parkworth Wealth Management
California
$1.07K
RBC
705
Roble Belko & Company
Pennsylvania
$1K
POIA
706
Pin Oak Investment Advisors
Texas
$1K
HFS
707
Hantz Financial Services
Michigan
$1K
CMP
708
Coston McIsaac & Partners
Maine
$1K
TC
709
Truvestments Capital
Florida
$929
WFA
710
West Financial Advisors
Iowa
$893
HIA
711
HFM Investment Advisors
New Jersey
$819
QWM
712
Quaker Wealth Management
New Jersey
$765
TCM
713
TD Capital Management
Tennessee
$747
SC
714
Stephens Consulting
Michigan
$729
SVWA
715
Sarver Vrooman Wealth Advisors
Missouri
$728
RFG
716
REAP Financial Group
Texas
$728
RA
717
Rise Advisors
New York
$710
CWP
718
Concord Wealth Partners
Virginia
$656
WA
719
Whipplewood Advisors
Colorado
$637
BHWM
720
Bay Harbor Wealth Management
Maryland
$564
FFA
721
Frazier Financial Advisors
Ohio
$492
BSC
722
Brown Shipley & Co
United Kingdom
$473
ICM
723
Islay Capital Management
Texas
$455
SHIM
724
Stone House Investment Management
Pennsylvania
$419
DF
725
DecisionPoint Financial
Arizona
$406