SOFI icon

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
BAM
201
Bosun Asset Management
Illinois
$1.19M
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$1.19M
RAM
203
Riggs Asset Management
Pennsylvania
$1.17M
PIA
204
Perennial Investment Advisors
California
$1.17M
Truist Financial
205
Truist Financial
North Carolina
$1.15M
IWC
206
Integrated Wealth Concepts
Massachusetts
$1.14M
FA
207
Fiduciary Alliance
South Carolina
$1.13M
BBVA
208
Banco Bilbao Vizcaya Argentaria
Spain
$1.12M
KAS
209
Kemnay Advisory Services
New York
$1.1M
HCM
210
Highview Capital Management
Illinois
$1.09M
AWM
211
Apollon Wealth Management
South Carolina
$1.08M
SC
212
Slow Capital
California
$1.08M
VF
213
Virtu Financial
New York
$1.07M
Russell Investments Group
214
Russell Investments Group
United Kingdom
$1.07M
IA
215
IFP Advisors
Florida
$1.07M
QC
216
Quantessence Capital
New York
$1.03M
HCMT
217
Highland Capital Management (Tennessee)
Tennessee
$1.03M
SWP
218
Stratos Wealth Partners
Ohio
$1.01M
BCM
219
BluePath Capital Management
Georgia
$993K
HAG
220
HighPoint Advisor Group
Illinois
$984K
SO
221
STRS Ohio
Ohio
$984K
MMA
222
Miracle Mile Advisors
California
$983K
GC
223
Grange Capital
Oregon
$978K
SWM
224
Spire Wealth Management
Virginia
$969K
OQS
225
Occudo Quantitative Strategies
Florida
$965K