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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-66K- 2.83% |
$1.16M - $1.97M
|
2.26M
$63M
|
|
|
Nov 13, 2025
Q3 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
40.3K+ 205.61% |
$711K - $1.2M
|
59.9K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
47.9KNew |
$846K - $1.43M
|
47.9K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
45K+ 8.49% |
$794K - $1.34M
|
575K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.34K- 4.85% |
$58.9K - $99.6K
|
65.6K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
271+ 3.69% |
$4.78K - $8.08K
|
7.61K
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
25.6KNew |
$451K - $762K
|
25.6K
$711K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43+ 0.96% |
$759 - $1.28K
|
4.52K
$126K
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
5.78K+ 47.35% |
$102K - $172K
|
18K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
190K+ 225.12% |
$3.35M - $5.67M
|
275K
$7.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-267K- 16.68% |
$4.71M - $7.96M
|
1.33M
$37.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.02K+ 4.8% |
$70.9K - $120K
|
87.8K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-190K- 38.62% |
$3.36M - $5.67M
|
302K
$8.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-8.65K- 38.44% |
$153K - $258K
|
13.9K
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
100New |
$1.76K - $2.98K
|
100
$2.78K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.12M- 17.84% |
$19.8M - $33.5M
|
5.18M
$144M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 6.59% |
$20.3K - $34.3K
|
16.3K
$454K
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.12K- 7.49% |
$37.4K - $63.2K
|
26.2K
$728K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.87M- 23.91% |
$85.9M - $145M
|
15.5M
$431M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
759K+ 23.15% |
$13.4M - $22.6M
|
4.04M
$112M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-427K- 15.71% |
$7.53M - $12.7M
|
2.29M
$63.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
404KNew |
$7.13M - $12M
|
404K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.75M- 67.85% |
$66.1M - $112M
|
1.78M
$49.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
1.12MNew |
$19.7M - $33.3M
|
1.12M
$31.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
1.5MNew |
$26.5M - $44.7M
|
1.5M
$41.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
20KNew |
$353K - $596K
|
20K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Advent Capital Management
New York, NY |
SELL
|
CALL |
-170K- 85.0% |
$3M - $5.07M
|
30K
$835K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.78KNew |
$172K - $291K
|
9.78K
$272K
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-9.26K- 7.85% |
$163K - $276K
|
109K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6KNew |
$239K - $405K
|
13.6K
$378K
|
|
|
Nov 13, 2025
Q3 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.44K- 1.51% |
$25.3K - $42.8K
|
93.7K
$2.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-38- 15.97% |
$670 - $1.13K
|
200
$5.56K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
48+ 0.37% |
$847 - $1.43K
|
13K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.89K+ 7.77% |
$33.4K - $56.4K
|
26.2K
$730K
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-834K- 36.78% |
$14.7M - $24.9M
|
1.43M
$39.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
254K+ 1324.94% |
$4.48M - $7.57M
|
273K
$7.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
168+ 1.35% |
$2.96K - $5.01K
|
12.6K
$352K
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-79.1K- 22.41% |
$1.39M - $2.36M
|
274K
$7.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-18.6K- 4.42% |
$328K - $554K
|
402K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
352K+ 23.28% |
$6.2M - $10.5M
|
1.86M
$51.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
110KNew |
$1.94M - $3.28M
|
110K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-4.27M- 67.53% |
$75.4M - $127M
|
2.05M
$57.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-6.59M- 82.41% |
$116M - $196M
|
1.41M
$39.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
64.4K+ 8.64% |
$1.14M - $1.92M
|
810K
$22.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.52K- 27.21% |
$79.7K - $135K
|
12.1K
$336K
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-8.1K- 6.02% |
$143K - $241K
|
127K
$3.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-164K- 10.9% |
$2.89M - $4.88M
|
1.34M
$37.2M
|
|