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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-40.7K- 82.62% |
$718K - $1.21M
|
8.56K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
16KNew |
$282K - $477K
|
16K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.48K+ 33.33% |
$150K - $253K
|
33.9K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
355K+ 28.27% |
$6.27M - $10.6M
|
1.61M
$44.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
136KNew |
$2.39M - $4.04M
|
136K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.04% |
$759 - $1.28K
|
111K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.48KNew |
$149K - $253K
|
8.48K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
476K+ 1458.9% |
$8.39M - $14.2M
|
508K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
36K+ 72.0% |
$635K - $1.07M
|
86K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.7K- 13.03% |
$735K - $1.24M
|
278K
$7.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
CALL |
-10K- 33.33% |
$176K - $298K
|
20K
$556K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.88K- 34.28% |
$86K - $145K
|
9.35K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.8K- 19.76% |
$191K - $322K
|
43.9K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
32.5K+ 30.84% |
$573K - $969K
|
138K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
45.1KNew |
$795K - $1.34M
|
45.1K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 42.75% |
$183K - $309K
|
34.6K
$961K
|
|
|
Nov 12, 2025
Q3 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
26.3KNew |
$464K - $784K
|
26.3K
$732K
|
|
|
Nov 12, 2025
Q3 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-4.51K- 13.06% |
$79.5K - $134K
|
30K
$835K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-85.1K- 9.04% |
$1.5M - $2.54M
|
856K
$23.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Torrey Growth & Income Advisors
Del Mar, CA |
BUY
|
- |
112KNew |
$1.97M - $3.33M
|
112K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-3.63M- 98.86% |
$64M - $108M
|
41.8K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
71.1K+ 507.5% |
$1.25M - $2.12M
|
85.1K
$2.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-177K- 5.53% |
$3.12M - $5.27M
|
3.02M
$84M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
CALL |
-401K- 57.18% |
$7.07M - $11.9M
|
300K
$8.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
238KNew |
$4.19M - $7.08M
|
238K
$6.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
14.5KNew |
$256K - $433K
|
14.5K
$404K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.1K+ 34.38% |
$197K - $332K
|
43.6K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2K+ 3.29% |
$35.2K - $59.5K
|
62.7K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
41+ 0.03% |
$723 - $1.22K
|
122K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.3K- 24.27% |
$269K - $455K
|
47.6K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
150+ 0.77% |
$2.65K - $4.47K
|
19.5K
$543K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
57.4KNew |
$1.01M - $1.71M
|
57.4K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.11M- 16.75% |
$19.6M - $33.1M
|
5.52M
$154M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.92K+ 11.48% |
$33.9K - $57.2K
|
18.6K
$518K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.6% |
$388 - $656
|
3.68K
$102K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 33.44% |
$20.3K - $34.3K
|
4.59K
$128K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
9.38KNew |
$166K - $280K
|
9.38K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.78K+ 296.83% |
$31.4K - $53K
|
2.38K
$66.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.75K+ 121.62% |
$66.2K - $112K
|
6.84K
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
300+ 21.43% |
$5.29K - $8.94K
|
1.7K
$47.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-6.12K- 27.82% |
$108K - $182K
|
15.9K
$442K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
8.58KNew |
$151K - $256K
|
8.58K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
9.13KNew |
$161K - $272K
|
9.13K
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-185- 82.59% |
$3.26K - $5.51K
|
39
$1.08K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.84K+ 13.92% |
$67.7K - $114K
|
31.4K
$873K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-66.1K- 54.74% |
$1.17M - $1.97M
|
54.7K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
18.2KNew |
$321K - $542K
|
18.2K
$506K
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-133K- 30.67% |
$2.34M - $3.95M
|
300K
$8.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
27.3K+ 212.2% |
$481K - $813K
|
40.1K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
188KNew |
$3.31M - $5.6M
|
188K
$5.22M
|
|