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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
751
DRW Securities
Illinois
MCP
752
Mirador Capital Partners
California
WMA
753
West Michigan Advisors
Michigan
BWP
754
Balboa Wealth Partners
Arizona
PRS
755
Pinkerton Retirement Specialists
Idaho
MCM
756
Moore Capital Management
New York
CAS
757
CTC Alternative Strategies
Illinois
RIA
758
Regal Investment Advisors
Michigan
MS
759
Maven Securities
Jersey
TFS
760
Thoroughbred Financial Services
Tennessee
BCG
761
Bravias Capital Group
New Jersey
ITFISA
762
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
HWM
763
HB Wealth Management
Georgia
CCB
764
Cutter & Co Brokerage
Missouri
WAP
765
Wealthcare Advisory Partners
Pennsylvania
VWM
766
Venturi Wealth Management
Texas
ICP
767
Interchange Capital Partners
Pennsylvania
ODG
768
O'Dell Group
Ohio
PFS
769
Prospect Financial Services
New York
CD
770
Chapin Davis
Maryland
AWM
771
Axxcess Wealth Management
California
WC
772
Waterloo Capital
Texas
PAS
773
PKS Advisory Services
New York
KFP
774
KMG Fiduciary Partners
Ohio
WFPG
775
Waller Financial Planning Group
Ohio