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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 %
QWM
701
Quaker Wealth Management
New Jersey
$765 +$765 +42 New
TCM
702
TD Capital Management
Tennessee
$747
SC
703
Stephens Consulting
Michigan
$729 +$729 +40 New
SVWA
704
Sarver Vrooman Wealth Advisors
Missouri
$728
RFG
705
REAP Financial Group
Texas
$728
RA
706
Rise Advisors
New York
$710 -$583 -32 -45%
CWP
707
Concord Wealth Partners
Virginia
$656
WA
708
Whipplewood Advisors
Colorado
$637 +$182 +10 +40%
BHWM
709
Bay Harbor Wealth Management
Maryland
$564 +$109 +6 +24%
FFA
710
Frazier Financial Advisors
Ohio
$492
BSC
711
Brown Shipley & Co
United Kingdom
$473 +$473 +26 New
ICM
712
Islay Capital Management
Texas
$455 +$455 +25 New
SHIM
713
Stone House Investment Management
Pennsylvania
$419 +$419 +23 New
DF
714
DecisionPoint Financial
Arizona
$406 +$406 +23 New
EAM
715
Eukles Asset Management
Ohio
$382 +$18 +1 +5%
CIA
716
Cape Investment Advisory
Georgia
$364
IAS
717
IMA Advisory Services
Colorado
$364 +$364 +20 New
TCM
718
Tradewinds Capital Management
Washington
$346 +$55 +3 +19%
AIM
719
Anchor Investment Management
South Carolina
$310 +$310 +17 New
TCOT
720
Trust Company of Toledo
Ohio
$255 +$255 +14 New
BCH
721
Berkshire Capital Holdings
California
$182
SJIM
722
St. Johns Investment Management
Florida
$127 -$218 -12 -63%
BF
723
BOK Financial
Oklahoma
$127
PA
724
Pineridge Advisors
Missouri
$91
OWP
725
ORG Wealth Partners
Texas
$88