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SoFi Technologies

976 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, 426 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: 906976 (+70)

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
976
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
BAM
326
Belpointe Asset Management
Nevada
$1.63M
ECSS
327
Eurizon Capital SGR SpA
$1.62M
BCM
328
BluePath Capital Management
Georgia
$1.62M
MFG
329
Merit Financial Group
Georgia
$1.61M
CWA
330
Clarus Wealth Advisors
Arizona
$1.61M
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$1.6M
VCM
332
Viewpoint Capital Management
Washington
$1.59M
VA
333
VestGen Advisors
Illinois
$1.58M
QIM
334
Quantitative Investment Management
Virginia
$1.58M
NL
335
NWAM LLC
Washington
$1.57M
HFM
336
Harvest Fund Management
China
$1.56M
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$1.56M
CRB
338
Chad R. Baker
$1.55M
HI
339
Hudock Inc
Pennsylvania
$1.54M
GRP
340
Global Retirement Partners
California
$1.54M
DILIC
341
Dai-ichi Life Insurance Company
Japan
$1.52M
Mackenzie Financial
342
Mackenzie Financial
Ontario, Canada
$1.51M
M&T Bank
343
M&T Bank
New York
$1.5M
MTIM
344
Marathon Trading Investment Management
Pennsylvania
$1.49M
RP
345
Regal Partners
Australia
$1.49M
OAC
346
OMERS Administration Corp
Ontario, Canada
$1.49M
GIBU
347
Gulf International Bank (UK)
United Kingdom
$1.48M
Prudential Financial
348
Prudential Financial
New Jersey
$1.47M
BCM
349
Brookstone Capital Management
Illinois
$1.47M
SPC
350
Sigma Planning Corp
Michigan
$1.46M