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SoFi Technologies

977 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: 906977 (+71)

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
977
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
RWM
401
Ritholtz Wealth Management
New York
$1.01M
GCP
402
GSA Capital Partners
United Kingdom
$1.01M
AV
403
ASR Vermogensbeheer
Netherlands
$1M
FCA
404
Fortis Capital Advisors
Kansas
$994K
FPGK
405
Financial Partners Group (Kansas)
Kansas
$993K
NP
406
NorthRock Partners
Minnesota
$982K
DC
407
Davenport & Co
Virginia
$980K
SF
408
Sun Financial
Utah
$974K
PWM
409
Perigon Wealth Management
California
$972K
VT
410
Vise Technologies
New York
$956K
FFA
411
Farther Finance Advisors
California
$954K
FNT
412
First National Trust
Pennsylvania
$948K
MIG
413
McGuire Investment Group
Rhode Island
$941K
FF
414
Friedenthal Financial
New Jersey
$926K
CC
415
Centiva Capital
New York
$924K
EMAM
416
Encompass More Asset Management
California
$920K
GCM
417
Generation Capital Management
New York
$917K
HHGC
418
Hunting Hill Global Capital
New York
$914K
FIA
419
Foundations Investment Advisors
Arizona
$914K
CYG
420
Clean Yield Group
Vermont
$906K
CA
421
COFG Advisors
Illinois
$906K
ML
422
MLP3 LLC
New Jersey
$894K
LP
423
Longaeva Partners
Illinois
$893K
ECM
424
Everence Capital Management
Indiana
$891K
DT
425
Diversified Trust
Tennessee
$883K