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SoFi Technologies

745 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, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$2.4M -$676K -51,285 -28%
PAM
202
Pegasus Asset Management
New York
$2.36M +$73.4K +5,564 +4%
SA
203
Sanctuary Advisors
Indiana
$2.35M +$790K +59,870 +87%
MFS
204
Miller Financial Services
Michigan
$2.33M +$136K +10,279 +9%
EP
205
Edgestream Partners
New Jersey
$2.26M -$3.62M -274,479 -69%
Corient Private Wealth
206
Corient Private Wealth
Florida
$2.26M +$291K +22,069 +21%
GC
207
GatePass Capital
Ohio
$2.23M +$277 +21 +0%
AWAU
208
Alliance Wealth Advisors (Utah)
Utah
$2.22M +$857 +65 +0.1%
DADC
209
D.A. Davidson & Co
Montana
$2.22M +$10.5K +798 +0.7%
AC
210
AXQ Capital
New Jersey
$2.2M -$128K -9,681 -7%
Russell Investments Group
211
Russell Investments Group
United Kingdom
$2.16M +$345K +26,160 +28%
PIA
212
Perennial Investment Advisors
California
$2.03M +$143K +10,808 +11%
CAWM
213
Capital Advisors Wealth Management
Washington
$2.01M -$4.55K -345 -0.3%
BAM
214
Bosun Asset Management
Illinois
$1.98M +$82.2K +6,236 +6%
BPA
215
Beacon Pointe Advisors
California
$1.96M -$315K -23,903 -18%
TCM
216
Triumph Capital Management
Colorado
$1.95M +$434K +32,918 +44%
VRS
217
Virginia Retirement Systems
Virginia
$1.94M -$280K -21,200 -17%
RAM
218
Riggs Asset Management
Pennsylvania
$1.92M +$57.1K +4,327 +4%
GRP
219
Global Retirement Partners
California
$1.89M +$1.37M +103,797 New
AAS
220
Avantax Advisory Services
Texas
$1.87M +$294K +22,307 +28%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$1.86M
TFA
222
Teamwork Financial Advisors
Texas
$1.84M +$277K +21,001 +26%
SRL
223
Scientech Research LLC
New Jersey
$1.82M +$1.32M +100,170 New
HT
224
Headlands Technologies
Illinois
$1.77M +$1.25M +94,976 +3,991%
IA
225
IFP Advisors
Florida
$1.77M +$57.8K +4,381 +5%

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.