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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
WDL
151
Well Done LLC
Michigan
$4.62M
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$4.61M
CGH
153
CMG Global Holdings
Texas
$4.48M
KK
154
KLP Kapitalforvaltning
Norway
$3.94M
CPC
155
Cookson Peirce & Co
Pennsylvania
$3.82M
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$3.72M
CIG
157
Consolidated Investment Group
Colorado
$3.66M
PCM
158
Prentice Capital Management
Connecticut
$3.62M
BHCM
159
Brevan Howard Capital Management
Jersey
$3.53M
RA
160
RFG Advisory
Alabama
$3.5M
FA
161
Fiduciary Alliance
South Carolina
$3.49M
Macquarie Group
162
Macquarie Group
Australia
$3.27M
OC
163
Oppenheimer & Co
New York
$3.25M
QCM
164
Quantinno Capital Management
New York
$3.25M
HighTower Advisors
165
HighTower Advisors
Illinois
$3.19M
URS
166
Utah Retirement Systems
Utah
$3.18M
Polen Capital Management
167
Polen Capital Management
Florida
$3.11M
Creative Planning
168
Creative Planning
Kansas
$3.08M
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3.05M
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$3.05M
KAS
171
Kestra Advisory Services
Texas
$3.04M
VOYA Investment Management
172
VOYA Investment Management
Georgia
$3.02M
Pictet Asset Management
173
Pictet Asset Management
Switzerland
$2.96M
KA
174
Kercheville Advisors
Texas
$2.96M
MWM
175
MFG Wealth Management
Indiana
$2.95M