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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 %
PAM
201
Pegasus Asset Management
New York
$2.36M +$101K +5,564 +4%
MFS
202
Miller Financial Services
Michigan
$2.33M +$187K +10,279 +9%
EP
203
Edgestream Partners
New Jersey
$2.26M -$5M -274,479 -69%
AWAU
204
Alliance Wealth Advisors (Utah)
Utah
$2.22M +$1.18K +65 +0.1%
DADC
205
D.A. Davidson & Co
Montana
$2.22M +$14.5K +798 +0.7%
AC
206
AXQ Capital
New Jersey
$2.2M -$176K -9,681 -7%
Russell Investments Group
207
Russell Investments Group
United Kingdom
$2.16M +$476K +26,160 +28%
PIA
208
Perennial Investment Advisors
California
$2.03M +$197K +10,808 +11%
CAWM
209
Capital Advisors Wealth Management
Washington
$2.01M -$6.28K -345 -0.3%
BAM
210
Bosun Asset Management
Illinois
$1.98M +$114K +6,236 +6%
BPA
211
Beacon Pointe Advisors
California
$1.96M -$435K -23,903 -18%
TCM
212
Triumph Capital Management
Colorado
$1.95M +$599K +32,918 +44%
VRS
213
Virginia Retirement Systems
Virginia
$1.94M -$386K -21,200 -17%
RAM
214
Riggs Asset Management
Pennsylvania
$1.92M +$78.8K +4,327 +4%
VFA
215
Valeo Financial Advisors
Indiana
$1.91M +$1.86M +1,303,299 +3,862%
GRP
216
Global Retirement Partners
California
$1.89M +$1.89M +103,797 New
AAS
217
Avantax Advisory Services
Texas
$1.87M +$406K +22,307 +28%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$1.86M
TFA
219
Teamwork Financial Advisors
Texas
$1.84M +$382K +21,001 +26%
SRL
220
Scientech Research LLC
New Jersey
$1.82M +$1.82M +100,170 New
HT
221
Headlands Technologies
Illinois
$1.77M +$1.73M +94,976 +3,991%
IA
222
IFP Advisors
Florida
$1.77M +$80.8K +4,381 +5%
Truist Financial
223
Truist Financial
North Carolina
$1.76M -$36K -1,976 -2%
CIAM
224
Caitong International Asset Management
Hong Kong
$1.74M +$1.74M +95,727 +531,817%
HCM
225
Highview Capital Management
Illinois
$1.73M +$27.9K +1,531 +2%