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SoFi Technologies

700 hedge funds and large institutions have $5.95B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 281 increasing their positions, 193 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
125
Increased
281
Reduced
193
Closed
105
Calls
$1.3B
Puts
$968M
Net Calls
+$336M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
TWPM
726
Total Wealth Planning & Management
Florida
-$821K -53,319 Closed
MWM
727
Maridea Wealth Management
New York
-$802K -52,096 Closed
SRL
728
Scientech Research LLC
New Jersey
-$763K -49,521 Closed
MLIC
729
Mandatum Life Insurance Company
Finland
-$600K -38,972 Closed
EC
730
EntryPoint Capital
New York
-$578K -37,535 Closed
WCFA
731
Walkner Condon Financial Advisors
Wisconsin
-$560K -36,355 Closed
WG
732
Winton Group
United Kingdom
-$535K -34,753 Closed
SM
733
Sciencast Management
New Jersey
-$493K -32,026 Closed
CPM
734
Connective Portfolio Management
New York
-$464K -30,120 Closed
GA
735
Guerra Advisors
Florida
-$445K -28,915 Closed
SWM
736
SeaCrest Wealth Management
New York
-$445K -28,892 Closed
TWM
737
Trueblood Wealth Management
Ohio
-$444K -28,824 Closed
1C
738
111 Capital
France
-$438K -28,438 Closed
IC
739
IEQ Capital
California
-$420K -27,289 Closed
IEFM
740
IQ EQ Fund Management
Ireland
-$408K -26,481 Closed
EWM
741
Evercore Wealth Management
New York
-$385K -25,000 Closed
MHS
742
M Holdings Securities
Oregon
-$366K -23,795 Closed
Capstone Investment Advisors
743
Capstone Investment Advisors
New York
-$362K -23,504 Closed
YIH
744
Y-Intercept (HK)
Hong Kong
-$350K -22,711 Closed
HIA
745
Harbor Investment Advisory
Maryland
-$343K -22,300 Closed
YCG
746
Yeomans Consulting Group
Georgia
-$334K -21,684 Closed
Federated Hermes
747
Federated Hermes
Pennsylvania
-$323K -21,000 Closed
HT
748
HAP Trading
New York
-$318K -20,642 Closed
DS
749
DRW Securities
Illinois
-$294K -19,080 Closed
MCP
750
Mirador Capital Partners
California
-$286K -18,601 Closed