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 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 3.26% |
$4.41K - $7.45K
|
7.43K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
416New |
$7.34K - $12.4K
|
416
$11.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
53.5KNew |
$943K - $1.59M
|
53.5K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.17KNew |
$144K - $243K
|
8.17K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
751KNew |
$13.2M - $22.4M
|
751K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
528K+ 65.02% |
$9.32M - $15.7M
|
1.34M
$37.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
PUT |
-4K- 78.43% |
$70.6K - $119K
|
1.1K
$30.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
1MNew |
$17.6M - $29.8M
|
1M
$27.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-21.7K- 1.93% |
$383K - $647K
|
1.1M
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
PUT |
643KNew |
$11.3M - $19.2M
|
643K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-548- 1.97% |
$9.67K - $16.3K
|
27.2K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
450New |
$7.94K - $13.4K
|
450
$12.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.71K- 14.2% |
$171K - $289K
|
58.7K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
77.1K+ 19.1% |
$1.36M - $2.3M
|
480K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.8K+ 14.58% |
$737K - $1.24M
|
328K
$9.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-24.8K- 18.2% |
$437K - $738K
|
111K
$3.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$882K - $1.49M
|
50K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
37KNew |
$653K - $1.1M
|
37K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
102KNew |
$1.79M - $3.03M
|
102K
$2.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270K+ 227.95% |
$4.77M - $8.05M
|
389K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-59.2K- 13.96% |
$1.04M - $1.76M
|
365K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
253KNew |
$4.45M - $7.53M
|
253K
$7.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10.9KNew |
$192K - $324K
|
10.9K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
41.9KNew |
$739K - $1.25M
|
41.9K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.19M+ 59.53% |
$21M - $35.4M
|
3.19M
$88.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
22.1KNew |
$390K - $659K
|
22.1K
$615K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
961K+ 81.42% |
$16.9M - $28.6M
|
2.14M
$59.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
353K+ 2823.42% |
$6.22M - $10.5M
|
365K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
463K+ 11.66% |
$8.17M - $13.8M
|
4.43M
$123M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
2.5M+ 96.64% |
$44.1M - $74.5M
|
5.09M
$141M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14.8KNew |
$261K - $441K
|
14.8K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.84KNew |
$138K - $234K
|
7.84K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.2K+ 55.64% |
$375K - $633K
|
59.4K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31.9K+ 39.16% |
$563K - $951K
|
113K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
12.5K+ 2.52% |
$221K - $373K
|
509K
$14.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2.48K+ 1.56% |
$43.7K - $73.9K
|
162K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
839New |
$14.8K - $25K
|
839
$23.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
55.5KNew |
$979K - $1.65M
|
55.5K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-55.5K- 38.63% |
$980K - $1.66M
|
88.3K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
34.5K+ 19.25% |
$609K - $1.03M
|
214K
$5.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.2KNew |
$56.4K - $95.4K
|
3.2K
$89K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-474- 3.54% |
$8.36K - $14.1K
|
12.9K
$359K
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
747KNew |
$13.2M - $22.3M
|
747K
$20.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
230+ 0.49% |
$4.06K - $6.86K
|
47.5K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
87.8K+ 636.44% |
$1.55M - $2.62M
|
102K
$2.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
56.5KNew |
$996K - $1.68M
|
56.5K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-27.7K- 35.97% |
$489K - $826K
|
49.4K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.08M+ 793.08% |
$19.1M - $32.3M
|
1.22M
$33.9M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
67.9K+ 106.81% |
$1.2M - $2.02M
|
131K
$3.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
601K+ 223.31% |
$10.6M - $17.9M
|
871K
$24.2M
|
|