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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
HCM
351
Howland Capital Management
Massachusetts
$1.44M
APM
352
Advanced Portfolio Management
New York
$1.44M
Neuberger Berman Group
353
Neuberger Berman Group
New York
$1.43M
SLWA
354
San Luis Wealth Advisors
California
$1.43M
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$1.4M
JIP
356
Jaffetilchin Investment Partners
Florida
$1.39M
MIC
357
Means Investment Company
Maine
$1.36M
RIM
358
Rakuten Investment Management
Japan
$1.36M
AAIS
359
ABN AMRO Investment Solutions
$1.35M
KFSN
360
Keystone Financial Services (Nebraska)
Nebraska
$1.35M
CM
361
Caption Management
Oklahoma
$1.35M
LCGC
362
Legacy Capital Group California
California
$1.35M
SAM
363
Stansberry Asset Management
Texas
$1.33M
ALMGDA
364
AG2R La Mondiale Gestion d'Actifs
France
$1.32M
DM
365
Diker Management
New York
$1.31M
ACM
366
AlphaStar Capital Management
North Carolina
$1.29M
OL
367
Owen LaRue
Kentucky
$1.29M
SFA
368
Sequoia Financial Advisors
Ohio
$1.29M
RG
369
RHL Group
Michigan
$1.28M
Royal London Asset Management
370
Royal London Asset Management
United Kingdom
$1.26M
Schroder Investment Management Group
371
Schroder Investment Management Group
United Kingdom
$1.26M
PFA
372
Pathway Financial Advisers
Indiana
$1.25M
XT
373
XTX Topco
Cayman Islands
$1.25M
Canada Pension Plan Investment Board
374
Canada Pension Plan Investment Board
Ontario, Canada
$1.23M
AI
375
Atria Investments
North Carolina
$1.22M