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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
HI
301
HBK Investments
Texas
$1.96M
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$1.91M
CPIM
303
Cypress Point Investment Management
California
$1.9M
PWM
304
Pinnacle Wealth Management
California
$1.86M
HCM
305
Highview Capital Management
Illinois
$1.85M
Truist Financial
306
Truist Financial
North Carolina
$1.85M
HI
307
Harbour Investments
Wisconsin
$1.83M
XWM
308
Xcel Wealth Management
Florida
$1.83M
KPWS
309
Kestra Private Wealth Services
Texas
$1.83M
AB
310
Amalgamated Bank
New York
$1.8M
KOCAA
311
Knights of Columbus Asset Advisors
Connecticut
$1.76M
BJF
312
Blue Jean Financial
New York
$1.74M
SA
313
Strategic Advocates
Utah
$1.74M
Manulife (Manufacturers Life Insurance)
314
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.74M
FGA
315
Fortis Group Advisors
New Jersey
$1.73M
AWA
316
Alta Wealth Advisors
Massachusetts
$1.73M
SW
317
Solidarity Wealth
Utah
$1.72M
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$1.71M
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$1.69M
SIA
320
Soltis Investment Advisors
Utah
$1.68M
HIP
321
HUB Investment Partners
Texas
$1.67M
SCM
322
Sterling Capital Management
North Carolina
$1.66M
BCM
323
Bridgeway Capital Management
Texas
$1.66M
AWA
324
Arkadios Wealth Advisors
Georgia
$1.64M
EH
325
Equitable Holdings
New York
$1.64M