Institutional Ownership So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI). We have compiled data on the 854 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
29,971
shares
|
$514,901
0.0% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
29,970
shares
|
$514,884
0.0% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
29,961
shares
|
$514,729
0.01% of portfolio
|
Q1 2025
Reduced 35.87%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,955
shares
|
$514,626
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
28,421
shares
|
$488,272
0.06% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
27,993
shares
|
$480,919
0.0% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
27,956
shares
|
$480,284
0.02% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
27,935
shares
|
$479,923
0.03% of portfolio
|
Q1 2025
Reduced 36.34%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
27,929
shares
|
$479,820
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
27,315
shares
|
$469,271
0.05% of portfolio
|
Q1 2025
Added 101.36%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
27,241
shares
|
$468,000
0.01% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
27,168
shares
|
$466,746
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
27,000
shares
|
$463,860
0.09% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
26,800
shares
|
$460,424
0.01% of portfolio
|
Q1 2025
Added 55.94%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
26,553
shares
|
$456,180
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
26,193
shares
|
$449,995
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
25,946
shares
|
$445,752
0.06% of portfolio
|
Q1 2024
Reduced 37.14%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,700
shares
|
$441,526
0.23% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
25,677
shares
|
$441,130
0.01% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
25,664
shares
|
$440,907
0.01% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
25,575
shares
|
$439,378
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
25,191
shares
|
$432,781
0.0% of portfolio
|
Q1 2025
Added 95.9%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
25,109
shares
|
$431,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,100
shares
|
$431,218
0.07% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
25,100
shares
|
$431,218
0.3% of portfolio
|
Q4 2024
New holding
|