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SoFi Technologies

702 hedge funds and large institutions have $5.96B invested in SoFi Technologies in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 284 increasing their positions, 192 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.56% less ownership

Funds ownership: 48.25%46.69% (-1.6%)

26% less capital invested

Capital invested by funds: $8.06B → $5.96B (-$2.1B)

Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3B
Puts
$968M
Net Calls
Net Calls Change

Top Buyers

1 +$70.9M
2 +$64.4M
3 +$51.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
176
CMG Global Holdings
Texas
$1.73M
RS
177
Rakuten Securities
Japan
$1.73M
Vontobel Holding
178
Vontobel Holding
Switzerland
$1.72M
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$1.72M
BC
180
Burney Company
Virginia
$1.7M
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$1.65M
BC
182
Belmont Capital
California
$1.63M
LA
183
LM Advisors
California
$1.62M
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$1.6M
AFAS
185
Acorn Financial Advisory Services
Virginia
$1.57M
BPA
186
Beacon Pointe Advisors
California
$1.53M
AC
187
AXQ Capital
New Jersey
$1.52M
QCM
188
Quantinno Capital Management
New York
$1.51M
VRS
189
Virginia Retirement Systems
Virginia
$1.49M
Creative Planning
190
Creative Planning
Kansas
$1.46M
IA
191
Intellus Advisors
Florida
$1.46M
PAM
192
Pegasus Asset Management
New York
$1.44M
NFG
193
Nations Financial Group
Iowa
$1.44M
GC
194
GatePass Capital
Ohio
$1.42M
AWAU
195
Alliance Wealth Advisors (Utah)
Utah
$1.42M
DADC
196
D.A. Davidson & Co
Montana
$1.41M
MFS
197
Miller Financial Services
Michigan
$1.37M
OTL
198
Oak Thistle LLC
New York
$1.36M
CAWM
199
Capital Advisors Wealth Management
Washington
$1.29M
Corient Private Wealth
200
Corient Private Wealth
Florida
$1.2M