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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

5.31% more ownership

Funds ownership: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.66B
Puts
$2.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
776
Rathbones Group
United Kingdom
SAF
777
Smith Anglin Financial
Texas
CCWM
778
Cassaday & Co Wealth Management
Virginia
ONB
779
Old National Bancorp
Indiana
A
780
Allianz
Germany
PTP
781
Platform Technology Partners
New York
VCA
782
Verdence Capital Advisors
Maryland
PCM
783
Palisade Capital Management
New Jersey
CCM
784
Coldstream Capital Management
Washington
PMWMG
785
Parr McKnight Wealth Management Group
Minnesota
WHG
786
Westwood Holdings Group
Texas
GWMIA
787
Global Wealth Management Investment Advisory
Florida
Fisher Asset Management
788
Fisher Asset Management
Washington
QWM
789
Quadcap Wealth Management
Texas
KWA
790
Kellett Wealth Advisors
Ohio
CF
791
Corebridge Financial
Texas
PA
792
PSI Advisors
Florida
Amundi
793
Amundi
France
BAM
794
Byrne Asset Management
New Jersey
QCG
795
Quadrant Capital Group
Ohio
SW
796
SVB Wealth
Massachusetts
NC
797
NewSquare Capital
Pennsylvania
KWM
798
Kiker Wealth Management
Georgia
CAWM
799
Capital A Wealth Management
Pennsylvania
GJIA
800
Glass Jacobson Investment Advisors
Maryland