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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
HFS
701
Hantz Financial Services
Michigan
$1K
CMP
702
Coston McIsaac & Partners
Maine
$1K
TC
703
Truvestments Capital
Florida
$929
WFA
704
West Financial Advisors
Iowa
$893
HIA
705
HFM Investment Advisors
New Jersey
$819
QWM
706
Quaker Wealth Management
New Jersey
$765
TCM
707
TD Capital Management
Tennessee
$747
SC
708
Stephens Consulting
Michigan
$729
RFG
709
REAP Financial Group
Texas
$728
SVWA
710
Sarver Vrooman Wealth Advisors
Missouri
$728
RA
711
Rise Advisors
New York
$710
CWP
712
Concord Wealth Partners
Virginia
$656
WA
713
Whipplewood Advisors
Colorado
$637
BHWM
714
Bay Harbor Wealth Management
Maryland
$564
FFA
715
Frazier Financial Advisors
Ohio
$492
BSC
716
Brown Shipley & Co
United Kingdom
$473
ICM
717
Islay Capital Management
Texas
$455
SHIM
718
Stone House Investment Management
Pennsylvania
$419
DF
719
DecisionPoint Financial
Arizona
$406
EAM
720
Eukles Asset Management
Ohio
$382
CIA
721
Cape Investment Advisory
Georgia
$364
IAS
722
IMA Advisory Services
Colorado
$364
TCM
723
Tradewinds Capital Management
Washington
$346
AIM
724
Anchor Investment Management
South Carolina
$310
TCOT
725
Trust Company of Toledo
Ohio
$255