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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
CAWM
251
Capital Advisors Wealth Management
Washington
$2.87M
FWP
252
Firethorn Wealth Partners
Georgia
$2.85M
MWM
253
MFG Wealth Management
Indiana
$2.85M
QCM
254
Qsemble Capital Management
New York
$2.83M
SI
255
Sava Infond
Slovenia
$2.82M
MA
256
Mutual Advisors
Nebraska
$2.79M
AC
257
AXQ Capital
New Jersey
$2.77M
MFS
258
Miller Financial Services
Michigan
$2.74M
IEFM
259
IQ EQ Fund Management
Ireland
$2.73M
VPIM
260
Vanguard Personalized Indexing Management
California
$2.69M
IMCOOI
261
Investment Management Corp of Ontario (IMCO)
Canada
$2.68M
Daiwa Securities Group
262
Daiwa Securities Group
Japan
$2.67M
EF
263
Empowered Funds
Pennsylvania
$2.64M
VWM
264
Vivid Wealth Management
Iowa
$2.63M
Capstone Investment Advisors
265
Capstone Investment Advisors
New York
$2.63M
GC
266
GatePass Capital
Ohio
$2.62M
Swedbank
267
Swedbank
Sweden
$2.6M
PIA
268
Perennial Investment Advisors
California
$2.57M
IA
269
IFP Advisors
Florida
$2.51M
MMEA
270
Main Management ETF Advisors
California
$2.48M
VOYA Investment Management
271
VOYA Investment Management
Georgia
$2.45M
BWM
272
BNC Wealth Management
Oregon
$2.44M
FA
273
Fagan Associates
New York
$2.44M
SC
274
Slow Capital
California
$2.42M
Credit Agricole
275
Credit Agricole
France
$2.4M