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SoFi Technologies

975 hedge funds and large institutions have $18.3B invested in SoFi Technologies in 2025 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 425 increasing their positions, 236 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 906975 (+69)

5.15% more ownership

Funds ownership: 52.84%57.99% (+5.1%)

10% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $4.01B

Holders
975
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4B
Puts
$4.01B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
226
Candriam SCA
Luxembourg
$3.6M
BWM
227
Bosman Wealth Management
California
$3.57M
CDDEC
228
Caisse Des Depots Et Consignations
France
$3.5M
PAM
229
Pegasus Asset Management
New York
$3.5M
Nordea Investment Management
230
Nordea Investment Management
Sweden
$3.5M
MWM
231
Meridian Wealth Management
Kentucky
$3.46M
GIA
232
Gateway Investment Advisers
Ohio
$3.46M
JFG
233
Jefferies Financial Group
New York
$3.45M
AFAS
234
Acorn Financial Advisory Services
Virginia
$3.44M
TWM
235
Tradition Wealth Management
Minnesota
$3.39M
Verition Fund Management
236
Verition Fund Management
Connecticut
$3.36M
AF
237
Allworth Financial
California
$3.34M
Jacobs Levy Equity Management
238
Jacobs Levy Equity Management
New Jersey
$3.29M
TCM
239
Triumph Capital Management
Colorado
$3.26M
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$3.22M
AWAU
241
Alliance Wealth Advisors (Utah)
Utah
$3.2M
IA
242
Intellus Advisors
Florida
$3.19M
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$3.1M
Polen Capital Management
244
Polen Capital Management
Florida
$3.07M
DFCM
245
Dark Forest Capital Management
Puerto Rico
$3.05M
TGIA
246
Torrey Growth & Income Advisors
California
$3.04M
BAAM
247
Baker Avenue Asset Management
California
$3.02M
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$2.96M
Federated Hermes
249
Federated Hermes
Pennsylvania
$2.96M
Lido Advisors
250
Lido Advisors
California
$2.88M