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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
9.6K+ 0.64% |
$169K - $286K
|
1.5M
$41.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.41KNew |
$166K - $281K
|
9.41K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.4KNew |
$166K - $280K
|
9.4K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
9.38KNew |
$166K - $280K
|
9.38K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9.17K+ 453.66% |
$162K - $273K
|
11.2K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
9.13KNew |
$161K - $272K
|
9.13K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9KNew |
$159K - $268K
|
9K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8.98KNew |
$158K - $268K
|
8.98K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.89KNew |
$157K - $265K
|
8.89K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.87KNew |
$157K - $265K
|
8.87K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
PUT |
8.8KNew |
$155K - $262K
|
8.8K
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.65KNew |
$153K - $258K
|
8.65K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.63KNew |
$152K - $257K
|
8.63K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
8.58KNew |
$151K - $256K
|
8.58K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
8.52KNew |
$150K - $254K
|
8.52K
$237K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
8.5KNew |
$150K - $253K
|
8.5K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.48K+ 33.33% |
$150K - $253K
|
33.9K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.48KNew |
$149K - $253K
|
8.48K
$236K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
8.45KNew |
$149K - $252K
|
8.45K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.32KNew |
$147K - $248K
|
8.32K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.31K+ 35.77% |
$147K - $248K
|
31.5K
$877K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.28KNew |
$146K - $247K
|
8.28K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.26KNew |
$146K - $246K
|
8.26K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.25KNew |
$146K - $246K
|
8.25K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.17KNew |
$144K - $243K
|
8.17K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.1KNew |
$143K - $241K
|
8.1K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08K+ 44.13% |
$143K - $241K
|
26.4K
$734K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.07KNew |
$142K - $240K
|
8.07K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.97KNew |
$141K - $238K
|
7.97K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
7.84KNew |
$138K - $234K
|
7.84K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.82KNew |
$138K - $233K
|
7.82K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.74KNew |
$137K - $231K
|
7.74K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.72K+ 16.74% |
$136K - $230K
|
53.8K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.63K+ 5.44% |
$135K - $227K
|
148K
$4.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
PUT |
7.5KNew |
$132K - $224K
|
7.5K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.42K+ 65.67% |
$131K - $221K
|
18.7K
$521K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.34K+ 3.82% |
$129K - $219K
|
199K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.19KNew |
$127K - $214K
|
7.19K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7.08K+ 93.11% |
$125K - $211K
|
14.7K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
6.81KNew |
$120K - $203K
|
6.81K
$190K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.68K+ 13.52% |
$118K - $199K
|
56.1K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
6.65KNew |
$117K - $198K
|
6.65K
$185K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.5K+ 27.9% |
$115K - $194K
|
29.8K
$829K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.42K+ 3.06% |
$113K - $191K
|
216K
$6.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.12K+ 9.01% |
$108K - $182K
|
74.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
6.07K+ 1.78% |
$107K - $181K
|
346K
$9.62M
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.99KNew |
$106K - $179K
|
5.99K
$167K
|
|