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SoFi Technologies

727 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, 201 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
9.75%
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
201
Closed
80
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Arrowstreet Capital
151
Arrowstreet Capital
Massachusetts
$4.63M +$4.63M +254,425 New
WDL
152
Well Done LLC
Michigan
$4.62M +$541K +29,700 +13%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$4.61M +$142K +7,800 +3%
CGH
154
CMG Global Holdings
Texas
$4.48M +$1.53M +72,637 +52%
KK
155
KLP Kapitalforvaltning
Norway
$3.94M +$133K +7,300 +3%
CPC
156
Cookson Peirce & Co
Pennsylvania
$3.82M +$2.46M +135,080 +181%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$3.72M -$4.64M -249,813 -56%
CIG
158
Consolidated Investment Group
Colorado
$3.66M +$911K +50,000 +33%
PCM
159
Prentice Capital Management
Connecticut
$3.62M -$15.1K -829 -0.4%
BHCM
160
Brevan Howard Capital Management
Jersey
$3.53M -$5.26M -288,706 -60%
RA
161
RFG Advisory
Alabama
$3.5M +$375K +20,603 +12%
FA
162
Fiduciary Alliance
South Carolina
$3.49M +$1.73M +94,969 +98%
Macquarie Group
163
Macquarie Group
Australia
$3.27M +$3.27M +179,424 New
OC
164
Oppenheimer & Co
New York
$3.25M -$1.16M -63,549 -26%
QCM
165
Quantinno Capital Management
New York
$3.25M +$884K +48,546 +37%
HighTower Advisors
166
HighTower Advisors
Illinois
$3.19M -$167K -9,156 -5%
URS
167
Utah Retirement Systems
Utah
$3.18M -$14.5K -795 -0.5%
Polen Capital Management
168
Polen Capital Management
Florida
$3.11M +$3.11M +170,896 New
Creative Planning
169
Creative Planning
Kansas
$3.08M +$787K +43,196 +34%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$3.05M +$546K +30,006 +22%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$3.05M +$354K +19,439 +13%
KAS
172
Kestra Advisory Services
Texas
$3.04M +$299K +16,419 +11%
VOYA Investment Management
173
VOYA Investment Management
Georgia
$3.02M -$343K -18,829 -10%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$2.96M +$145 +8 +0%
KA
175
Kercheville Advisors
Texas
$2.96M +$2.96M +162,400 New