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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 %
WMA
751
West Michigan Advisors
Michigan
-$284K -18,438 Closed
BWP
752
Balboa Wealth Partners
Arizona
-$277K -17,997 Closed
PRS
753
Pinkerton Retirement Specialists
Idaho
-$274K -17,786 Closed
MCM
754
Moore Capital Management
New York
-$270K -17,530 Closed
CAS
755
CTC Alternative Strategies
Illinois
-$265K -17,212 Closed
RIA
756
Regal Investment Advisors
Michigan
-$255K -16,548 Closed
MS
757
Maven Securities
Jersey
-$254K -16,500 Closed
TFS
758
Thoroughbred Financial Services
Tennessee
-$228K -14,820 Closed
BCG
759
Bravias Capital Group
New Jersey
-$230K -14,550 Closed
ITFISA
760
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$227K -14,500 Closed
HWM
761
HB Wealth Management
Georgia
-$221K -14,325 Closed
CCB
762
Cutter & Co Brokerage
Missouri
-$219K -14,200 Closed
WAP
763
Wealthcare Advisory Partners
Pennsylvania
-$219K -14,199 Closed
VWM
764
Venturi Wealth Management
Texas
-$200K -13,011 Closed
ICP
765
Interchange Capital Partners
Pennsylvania
-$189K -12,246 Closed
ODG
766
O'Dell Group
Ohio
-$186K -12,108 Closed
PFS
767
Prospect Financial Services
New York
-$180K -11,700 Closed
CD
768
Chapin Davis
Maryland
-$90.6K -11,525 Closed
AWM
769
Axxcess Wealth Management
California
-$173K -11,254 Closed
WC
770
Waterloo Capital
Texas
-$173K -11,246 Closed
PAS
771
PKS Advisory Services
New York
-$172K -11,195 Closed
KFP
772
KMG Fiduciary Partners
Ohio
-$171K -11,094 Closed
WFPG
773
Waller Financial Planning Group
Ohio
-$157K -10,227 Closed
DA
774
Dash Acquisitions
California
-$162K -10,000 Closed
RS
775
R Squared
Hong Kong
-$127K -8,225 Closed