Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
2.47MNew |
$23.5M - $45M
|
2.47M
$58.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 4.92% |
$10.7K - $20.4K
|
21.7K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$149K - $285K
|
15.6K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-659K- 38.46% |
$6.26M - $12M
|
1.05M
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.7K+ 20.86% |
$149K - $286K
|
91.1K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 10.2% |
$179K - $343K
|
166K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-102K- 20.75% |
$973K - $1.87M
|
391K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-795- 0.45% |
$7.55K - $14.5K
|
175K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
65+ 0.05% |
$618 - $1.18K
|
122K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-4.77K- 32.62% |
$45.3K - $86.9K
|
9.86K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-467- 20.43% |
$4.44K - $8.5K
|
1.82K
$43K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
81+ 13.5% |
$770 - $1.48K
|
681
$16.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
493+ 34.12% |
$4.68K - $8.98K
|
1.94K
$45.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.41KNew |
$32.4K - $62.1K
|
3.41K
$80.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-3K- 17.86% |
$28.5K - $54.6K
|
13.8K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
48.1K+ 481.0% |
$457K - $876K
|
58.1K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.93M+ 131.95% |
$27.8M - $53.4M
|
5.15M
$122M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
5.94M+ 169.6% |
$56.4M - $108M
|
9.44M
$223M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.51M+ 65.25% |
$71.4M - $137M
|
19M
$450M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
4.8M+ 369.23% |
$45.6M - $87.4M
|
6.1M
$144M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.6K- 34.77% |
$129K - $247K
|
25.4K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
4.7MNew |
$44.7M - $85.6M
|
4.7M
$111M
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
58.5KNew |
$556K - $1.07M
|
58.5K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.76K+ 12.93% |
$16.7K - $32.1K
|
15.4K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-27.6K- 43.43% |
$262K - $502K
|
35.9K
$849K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.42K- 3.17% |
$80K - $153K
|
258K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-726- 5.21% |
$6.9K - $13.2K
|
13.2K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
CALL |
230KNew |
$2.18M - $4.18M
|
230K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
14.5K+ 0.98% |
$138K - $264K
|
1.49M
$35.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
889K+ 32.61% |
$8.44M - $16.2M
|
3.61M
$85.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.3K+ 4.32% |
$677K - $1.3M
|
1.72M
$40.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.9KNew |
$132K - $254K
|
13.9K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
105K+ 33.19% |
$997K - $1.91M
|
421K
$9.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
49.7K+ 160.68% |
$472K - $905K
|
80.6K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
271+ 0.03% |
$2.57K - $4.93K
|
976K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63M+ 47.49% |
$15.5M - $29.6M
|
5.05M
$120M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-11.5K- 3.49% |
$109K - $210K
|
319K
$7.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-70K- 11.67% |
$665K - $1.27M
|
530K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
208K+ 279.55% |
$1.97M - $3.78M
|
282K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-12.8K- 42.72% |
$122K - $233K
|
17.2K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.08M+ 61.15% |
$10.3M - $19.7M
|
2.85M
$67.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.8K- 7.3% |
$321K - $616K
|
430K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$232K - $444K
|
24.4K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-53K- 26.32% |
$504K - $965K
|
148K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-113K- 45.27% |
$1.07M - $2.05M
|
136K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
22.4K+ 4.81% |
$213K - $408K
|
488K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
218K+ 21.04% |
$2.07M - $3.96M
|
1.25M
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
31.9KNew |
$303K - $581K
|
31.9K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.25MNew |
$40.4M - $77.4M
|
4.25M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-356K- 64.53% |
$3.38M - $6.48M
|
196K
$4.63M
|