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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
RSA
376
River Street Advisors
Illinois
$1.21M
BBVA
377
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M
PRS
378
Pinkerton Retirement Specialists
Idaho
$1.19M
SAG
379
Susquehanna Advisors Group
Pennsylvania
$1.14M
CW
380
CreativeOne Wealth
Kansas
$1.13M
PA
381
Pinnacle Associates
New York
$1.12M
CIS
382
Custom Index Systems
New York
$1.11M
OIA
383
OneDigital Investment Advisors
Kansas
$1.11M
TWC
384
TD Waterhouse Canada
Ontario, Canada
$1.11M
IAA
385
Independent Advisor Alliance
North Carolina
$1.09M
CWM
386
CIBC World Markets
New York
$1.09M
LFP
387
Lakeshore Financial Planning
Michigan
$1.09M
GAG
388
GM Advisory Group
New York
$1.06M
TFS
389
Thoroughbred Financial Services
Tennessee
$1.06M
ECM
390
Evergreen Capital Management
Washington
$1.05M
NDSIB
391
North Dakota State Investment Board
North Dakota
$1.04M
Teacher Retirement System of Texas
392
Teacher Retirement System of Texas
Texas
$1.04M
ASN
393
Advisory Services Network
Georgia
$1.04M
PI
394
PFG Investments
New York
$1.03M
LFAS
395
Level Four Advisory Services
Texas
$1.03M
CM
396
Castleark Management
Illinois
$1.03M
WWA
397
WCG Wealth Advisors
Nevada
$1.03M
KA
398
KLCM Advisors
Wisconsin
$1.02M
A
399
AlphaQuest
New York
$1.02M
MIM
400
Moseley Investment Management
Florida
$1.01M