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2025 Investor Insights Survey: 68% plan to expand or shift strategies

SILVER BOW COUNTY, MONTANA, JUN 25 – Survey reveals 68% of investors plan strategy changes in 2025, driven by optimism despite inflation; 28% intend to increase market investments, SoFi reports.

  • A survey conducted in 2025 with 1,000 investors found that almost 90% added funds to their investment portfolios within the previous year.
  • This investing activity occurred despite notable market volatility and inflation concerns in 2024, which led 73% of investors to hold their assets rather than sell.
  • Investors diversified with 82% allocating funds to non-stock-market assets such as crypto, gold, CDs, and other commodities, while 24% conducted their own investment research to manage volatility.
  • The survey found that 65% of investors are positive or satisfied with their investment outcomes, 54% report some regrets mainly related to not investing enough, and 19% admit to making impulsive choices in response to market volatility.
  • Looking ahead to 2025, 68% of investors plan to shift or expand their strategies by increasing portfolios, diversifying, seeking advisors, or researching more to adapt to ongoing market challenges.
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2025 Investor Insights Survey: 68% plan to expand or shift strategies

SoFi reports 68% of investors plan to shift strategies in 2025, with 87% having invested in the past year, reflecting strong optimism.

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The Billings Gazette broke the news in Billings, United States on Wednesday, June 25, 2025.
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