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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

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

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
801
Quadrant Capital Group
Ohio
-$28.9K -2,487 Closed
SW
802
SVB Wealth
Massachusetts
-$28.5K -2,447 Closed
NC
803
NewSquare Capital
Pennsylvania
-$23.3K -2,000 Closed
KWM
804
Kiker Wealth Management
Georgia
-$18.5K -1,587 Closed
CAWM
805
Capital A Wealth Management
Pennsylvania
-$17K -1,465 Closed
GJIA
806
Glass Jacobson Investment Advisors
Maryland
-$20K -1,300 Closed
QC
807
Quent Capital
New York
-$8.43K -725 Closed
CWM
808
Compass Wealth Management
Connecticut
-$7.68K -660 Closed
GCS
809
Gordian Capital (Singapore)
Singapore
-$7.58K -640 Closed
CA
810
Continuum Advisory
Idaho
-$7.28K -626 Closed
SFGP
811
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$6.98K -600 Closed
AAG
812
Armstrong Advisory Group
Massachusetts
-$3.85K -250 Closed
FAM
813
Flaharty Asset Management
Florida
-$2.33K -200 Closed
NSG
814
Nalls Sherbakoff Group
Tennessee
-$2.33K -200 Closed
AG
815
AmeriFlex Group
Nevada
-$1.91K -164 Closed
WOC
816
West Oak Capital
California
-$15 -127 Closed
CI
817
Cordant Inc
Oregon
-$1.45K -125 Closed
PWA
818
Physician Wealth Advisors
Utah
-$1.25K -107 Closed
Bessemer Group
819
Bessemer Group
New Jersey
-$1K -64 Closed
CAM
820
Chesapeake Asset Management
New York
-$721 -62 Closed
RMP
821
Richards, Merrill & Peterson
Washington
-$675 -58 Closed
BCMLT
822
Beacon Capital Management LLC (Tennessee)
Tennessee
-$294 -25 Closed
CFD
823
Creative Financial Designs
Indiana
-$116 -10 Closed
HNW
824
High Note Wealth
Minnesota
-$105 -9 Closed
FIA
825
FNY Investment Advisers
New York
+$171 +13 New

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.