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SoFi Technologies

728 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, 301 increasing their positions, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.23%
New
118
Increased
301
Reduced
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
776
Global Wealth Management Investment Advisory
Florida
-$123K -10,612 Closed
Fisher Asset Management
777
Fisher Asset Management
Washington
-$123K -10,540 Closed
QWM
778
Quadcap Wealth Management
Texas
-$120K -10,321 Closed
KWA
779
Kellett Wealth Advisors
Ohio
-$116K -10,000 Closed
CF
780
Corebridge Financial
Texas
-$105K -9,050 Closed
PA
781
PSI Advisors
Florida
-$56.8K -4,885 Closed
Amundi
782
Amundi
France
-$51.2K -4,812 Closed
BAM
783
Byrne Asset Management
New Jersey
-$45K -3,872 Closed
QCG
784
Quadrant Capital Group
Ohio
-$28.9K -2,487 Closed
SW
785
SVB Wealth
Massachusetts
-$28.5K -2,447 Closed
NC
786
NewSquare Capital
Pennsylvania
-$23.3K -2,000 Closed
KWM
787
Kiker Wealth Management
Georgia
-$18.5K -1,587 Closed
GJIA
788
Glass Jacobson Investment Advisors
Maryland
-$20K -1,300 Closed
QC
789
Quent Capital
New York
-$8.43K -725 Closed
CWM
790
Compass Wealth Management
Connecticut
-$7.68K -660 Closed
GCS
791
Gordian Capital (Singapore)
Singapore
-$7.58K -640 Closed
CA
792
Continuum Advisory
Idaho
-$7.28K -626 Closed
SFG
793
Stonebridge Financial Group
Pennsylvania
-$6.98K -600 Closed
AAG
794
Armstrong Advisory Group
Massachusetts
-$3.85K -250 Closed
FAM
795
Flaharty Asset Management
Florida
-$2.33K -200 Closed
AG
796
AmeriFlex Group
Nevada
-$1.91K -164 Closed
WOC
797
West Oak Capital
California
-$15 -127 Closed
CI
798
Cordant Inc
Oregon
-$1.45K -125 Closed
PWA
799
Physician Wealth Advisors
Utah
-$1.25K -107 Closed
Bessemer Group
800
Bessemer Group
New Jersey
-$1K -64 Closed