Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$882 - $1.49K
|
50
$1.39K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
48+ 0.37% |
$847 - $1.43K
|
13K
$362K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
46New |
$811 - $1.37K
|
46
$1.28K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43+ 0.96% |
$759 - $1.28K
|
4.52K
$126K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
41+ 0.03% |
$723 - $1.22K
|
122K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
40+ 0.13% |
$706 - $1.19K
|
30.9K
$861K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
39New |
$688 - $1.16K
|
39
$1.08K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
39+ 3.36% |
$688 - $1.16K
|
1.2K
$33.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
35New |
$617 - $1.04K
|
35
$974
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
34New |
$600 - $1.01K
|
34
$946
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33+ 0.68% |
$582 - $984
|
4.86K
$135K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
29New |
$512 - $864
|
29
$807
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
24+ 53.33% |
$423 - $715
|
69
$1.92K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
24New |
$423 - $715
|
24
$668
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23New |
$406 - $686
|
23
$640
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23+ 74.19% |
$406 - $686
|
54
$1.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.6% |
$388 - $656
|
3.68K
$102K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
21+ 12.35% |
$370 - $626
|
191
$5.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
21New |
$370 - $626
|
21
$584
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 1.62% |
$353 - $596
|
1.26K
$34.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
17+ 23.61% |
$300 - $507
|
89
$2.48K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
16New |
$282 - $477
|
16
$445
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14New |
$247 - $417
|
14
$389
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11+ 4.95% |
$194 - $328
|
233
$6.48K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11New |
$194 - $328
|
11
$306
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.61% |
$141 - $238
|
1.33K
$36.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.04% |
$88.2 - $149
|
12.9K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
4New |
$70.6 - $119
|
4
$111
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
4.8M+ 369.23% |
$45.6M - $87.4M
|
6.1M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.25MNew |
$40.4M - $77.4M
|
4.25M
$118M
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
CALL |
3.89MNew |
$37M - $70.9M
|
3.89M
$108M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
PUT |
2MNew |
$19M - $36.4M
|
2M
$55.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63M+ 47.49% |
$15.5M - $29.6M
|
5.05M
$141M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.16MNew |
$11M - $21.1M
|
1.16M
$32.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
PUT |
984KNew |
$9.35M - $17.9M
|
984K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Symmetry Investments LP
|
BUY
|
PUT |
450KNew |
$4.28M - $8.19M
|
450K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
302K+ 319.85% |
$2.87M - $5.5M
|
396K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
254KNew |
$2.42M - $4.63M
|
254K
$7.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
CALL |
230KNew |
$2.18M - $4.18M
|
230K
$6.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
150KNew |
$1.43M - $2.73M
|
150K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
142KNew |
$1.35M - $2.59M
|
142K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Science & Technology Partners, L.P.
New York, NY |
BUY
|
- |
142KNew |
$1.35M - $2.59M
|
142K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
100KNew |
$952K - $1.82M
|
100K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
98.9K+ 30.76% |
$939K - $1.8M
|
420K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
88.2KNew |
$838K - $1.61M
|
88.2K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
64KNew |
$608K - $1.17M
|
64K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
55KNew |
$523K - $1M
|
55K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
51.5K+ 63.27% |
$489K - $938K
|
133K
$3.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
50K+ 33.09% |
$475K - $911K
|
201K
$5.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
49KNew |
$466K - $892K
|
49K
$1.36M
|
|