We are live on ! Find out more
SOFI icon

SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
701
Center for Financial Planning
Michigan
$1.82K
HPC
702
HM Payson & Co
Maine
$1.82K
MWA
703
Miller Wealth Advisors
Colorado
$1.82K
KFI
704
Key Financial Inc
Pennsylvania
$1.82K +$1.32K +100 New
BFS
705
Bare Financial Services
Pennsylvania
$1.49K +$1.08K +82 New
MAS
706
MPWM Advisory Solutions
Georgia
$1.46K
PWMG
707
Private Wealth Management Group
New Jersey
$1.44K
EWA
708
EQ Wealth Advisors
Texas
$1.11K +$105 +8 +15%
WCM
709
WealthTrak Capital Management
Virginia
$1.09K -$264 -20 -25%
PWM
710
Parkworth Wealth Management
California
$1.07K +$330 +25 +74%
POIA
711
Pin Oak Investment Advisors
Texas
$1K
RBC
712
Roble Belko & Company
Pennsylvania
$1K
HFS
713
Hantz Financial Services
Michigan
$1K +$620 +47 +235%
CMP
714
Coston McIsaac & Partners
Maine
$1K +$949 +72 New
TC
715
Truvestments Capital
Florida
$929
WFA
716
West Financial Advisors
Iowa
$893
HIA
717
HFM Investment Advisors
New Jersey
$819 +$105 +8 +22%
QWM
718
Quaker Wealth Management
New Jersey
$765 +$554 +42 New
TCM
719
TD Capital Management
Tennessee
$747
SC
720
Stephens Consulting
Michigan
$729 +$527 +40 New
RFG
721
REAP Financial Group
Texas
$728
SVWA
722
Sarver Vrooman Wealth Advisors
Missouri
$728
RA
723
Rise Advisors
New York
$710 -$422 -32 -45%
CWP
724
Concord Wealth Partners
Virginia
$656
WA
725
Whipplewood Advisors
Colorado
$637 +$132 +10 +40%

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.