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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
VCA
776
Verdence Capital Advisors
Maryland
PCM
777
Palisade Capital Management
New Jersey
CCM
778
Coldstream Capital Management
Washington
PMWMG
779
Parr McKnight Wealth Management Group
Minnesota
WHG
780
Westwood Holdings Group
Texas
GWMIA
781
Global Wealth Management Investment Advisory
Florida
Fisher Asset Management
782
Fisher Asset Management
Washington
QWM
783
Quadcap Wealth Management
Texas
KWA
784
Kellett Wealth Advisors
Ohio
CF
785
Corebridge Financial
Texas
PA
786
PSI Advisors
Florida
Amundi
787
Amundi
France
BAM
788
Byrne Asset Management
New Jersey
QCG
789
Quadrant Capital Group
Ohio
SW
790
SVB Wealth
Massachusetts
NC
791
NewSquare Capital
Pennsylvania
KWM
792
Kiker Wealth Management
Georgia
CAWM
793
Capital A Wealth Management
Pennsylvania
GJIA
794
Glass Jacobson Investment Advisors
Maryland
QC
795
Quent Capital
New York
CWM
796
Compass Wealth Management
Connecticut
GCS
797
Gordian Capital (Singapore)
Singapore
CA
798
Continuum Advisory
Idaho
SFG
799
Stonebridge Financial Group
Pennsylvania
AAG
800
Armstrong Advisory Group
Massachusetts