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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 %
T
776
Transce3nd
Texas
-$116K -7,500 Closed
MA
777
Modus Advisors
Minnesota
-$93K -6,039 Closed
CJ
778
Caitlin John
Michigan
-$60.1K -3,900 Closed
CJL
779
Cyrus J. Lawrence
New York
-$43K -2,800 Closed
EC
780
Elequin Capital
New York
-$42K -2,726 Closed
SIS
781
Sound Income Strategies
Florida
-$38.5K -2,500 Closed
AWM
782
Avior Wealth Management
Nebraska
-$33.5K -2,178 Closed
FIA
783
FNY Investment Advisers
New York
-$33K -2,167 Closed
HCM
784
Hollencrest Capital Management
California
-$30.8K -2,000 Closed
RCM
785
Raleigh Capital Management
North Carolina
-$24.6K -1,600 Closed
FS
786
Financially Speaking
Colorado
-$15.4K -1,000 Closed
CFGS
787
Concourse Financial Group Securities
Alabama
-$16.1K -917 Closed
CP
788
Castleview Partners
Texas
-$11.3K -800 Closed
BLC
789
Brown, Lisle/Cummings
Rhode Island
-$12.3K -800 Closed
GA
790
GoalVest Advisory
New York
-$7.41K -481 Closed
AWM
791
Atticus Wealth Management
Florida
-$6.16K -400 Closed
OC
792
Oarsman Capital
Wisconsin
-$5.13K -333 Closed
MRP
793
Measured Risk Portfolios
California
-$4.62K -300 Closed
AIM
794
Anchor Investment Management
South Carolina
-$3.88K -252 Closed
SAM
795
Synergy Asset Management
Washington
-$1.76K -224 Closed
CAS
796
Coppell Advisory Solutions
Texas
-$3.13K -200 Closed
KSWA
797
Kathleen S. Wright Associates
Pennsylvania
-$3.08K -200 Closed
DWA
798
Delos Wealth Advisors
Texas
-$1.93K -125 Closed
PWS
799
Peterson Wealth Services
Utah
-$832 -54 Closed
Optiver Holding
800
Optiver Holding
Netherlands
-$708 -46 Closed