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SoFi Technologies

739 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, 306 increasing their positions, 205 reducing their positions, and 81 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: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
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
SA
201
Sanctuary Advisors
Indiana
$2.35M
MFS
202
Miller Financial Services
Michigan
$2.33M
EP
203
Edgestream Partners
New Jersey
$2.26M
Corient Private Wealth
204
Corient Private Wealth
Florida
$2.26M
GC
205
GatePass Capital
Ohio
$2.23M
AWAU
206
Alliance Wealth Advisors (Utah)
Utah
$2.22M
DADC
207
D.A. Davidson & Co
Montana
$2.22M
AC
208
AXQ Capital
New Jersey
$2.2M
Russell Investments Group
209
Russell Investments Group
United Kingdom
$2.16M
PIA
210
Perennial Investment Advisors
California
$2.03M
CAWM
211
Capital Advisors Wealth Management
Washington
$2.01M
BAM
212
Bosun Asset Management
Illinois
$1.98M
BPA
213
Beacon Pointe Advisors
California
$1.96M
TCM
214
Triumph Capital Management
Colorado
$1.95M
VRS
215
Virginia Retirement Systems
Virginia
$1.94M
RAM
216
Riggs Asset Management
Pennsylvania
$1.92M
GRP
217
Global Retirement Partners
California
$1.89M
AAS
218
Avantax Advisory Services
Texas
$1.87M
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$1.86M
TFA
220
Teamwork Financial Advisors
Texas
$1.84M
SRL
221
Scientech Research LLC
New Jersey
$1.82M
HT
222
Headlands Technologies
Illinois
$1.77M
IA
223
IFP Advisors
Florida
$1.77M
Truist Financial
224
Truist Financial
North Carolina
$1.76M
CIAM
225
Caitong International Asset Management
Hong Kong
$1.74M