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SoFi Technologies

733 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, 302 increasing their positions, 203 reducing their positions, and 80 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: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
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
MFS
201
Miller Financial Services
Michigan
$2.33M
EP
202
Edgestream Partners
New Jersey
$2.26M
Corient Private Wealth
203
Corient Private Wealth
Florida
$2.26M
GC
204
GatePass Capital
Ohio
$2.23M
AWAU
205
Alliance Wealth Advisors (Utah)
Utah
$2.22M
DADC
206
D.A. Davidson & Co
Montana
$2.22M
AC
207
AXQ Capital
New Jersey
$2.2M
Russell Investments Group
208
Russell Investments Group
United Kingdom
$2.16M
PIA
209
Perennial Investment Advisors
California
$2.03M
CAWM
210
Capital Advisors Wealth Management
Washington
$2.01M
BAM
211
Bosun Asset Management
Illinois
$1.98M
BPA
212
Beacon Pointe Advisors
California
$1.96M
TCM
213
Triumph Capital Management
Colorado
$1.95M
VRS
214
Virginia Retirement Systems
Virginia
$1.94M
RAM
215
Riggs Asset Management
Pennsylvania
$1.92M
GRP
216
Global Retirement Partners
California
$1.89M
AAS
217
Avantax Advisory Services
Texas
$1.87M
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$1.86M
TFA
219
Teamwork Financial Advisors
Texas
$1.84M
SRL
220
Scientech Research LLC
New Jersey
$1.82M
HT
221
Headlands Technologies
Illinois
$1.77M
IA
222
IFP Advisors
Florida
$1.77M
Truist Financial
223
Truist Financial
North Carolina
$1.76M
CIAM
224
Caitong International Asset Management
Hong Kong
$1.74M
HCM
225
Highview Capital Management
Illinois
$1.73M