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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
HAG
276
HighPoint Advisor Group
Illinois
$2.4M
SW
277
Simplicity Wealth
New Jersey
$2.4M
MMA
278
Miracle Mile Advisors
California
$2.38M
EWM
279
Elevatus Welath Management
New York
$2.36M
PFS
280
Prospera Financial Services
Texas
$2.35M
SLI
281
Sumitomo Life Insurance
Japan
$2.34M
AC
282
Allstate Corporation
Illinois
$2.34M
Twin Tree Management
283
Twin Tree Management
Texas
$2.32M
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$2.31M
TFCM
285
Taylor Frigon Capital Management
Arizona
$2.28M
BCI
286
Brinker Capital Investments
Pennsylvania
$2.27M
LNWTC
287
Laird Norton Wetherby Trust Company
Washington
$2.27M
SWM
288
Spire Wealth Management
Virginia
$2.26M
HT
289
Headlands Technologies
Illinois
$2.22M
WLG
290
Williamson Legacy Group
Indiana
$2.22M
KA
291
Kovack Advisors
Florida
$2.2M
SC
292
Sepio Capital
Utah
$2.16M
US Bancorp
293
US Bancorp
Minnesota
$2.15M
SWM
294
Steinberganna Wealth Management
New York
$2.11M
FCM
295
Firsthand Capital Management
California
$2.09M
MPPLM
296
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.04M
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$2.03M
BC
298
Burney Company
Virginia
$1.99M
VCM
299
Virtue Capital Management
Tennessee
$1.99M
Vontobel Holding
300
Vontobel Holding
Switzerland
$1.99M