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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
N
426
Numerai
California
$858K
AFG
427
Atomi Financial Group
New York
$850K
UB
428
UMB Bank
Missouri
$850K
WIA
429
World Investment Advisors
California
$849K
SH
430
SLT Holdings
Arizona
$845K
SWM
431
SeaCrest Wealth Management
New York
$844K
ZI
432
ZEGA Investments
Florida
$844K
CFO
433
Callan Family Office
Pennsylvania
$843K
MFS
434
Monetta Financial Services
Illinois
$838K
VFA
435
Valeo Financial Advisors
Indiana
$837K
Principal Financial Group
436
Principal Financial Group
Iowa
$837K
CA
437
Capital Advantage
California
$836K
P
438
&Partners
Tennessee
$820K
EPI
439
Eddie Patel Inc
Illinois
$819K
ACA
440
Aptus Capital Advisors
Alabama
$816K
CFM
441
Catalyst Funds Management
Australia
$815K
VFG
442
Victory Financial Group
Texas
$814K
TCM
443
Twin Capital Management
Pennsylvania
$813K
VA
444
Vident Advisory
Georgia
$811K
SPIA
445
Steward Partners Investment Advisory
New York
$809K
9C
446
9823 Capital
Texas
$786K
EOJOAM
447
E. Ohman J:or Asset Management
Sweden
$777K
Macquarie Group
448
Macquarie Group
Australia
$772K
RIA
449
Realta Investment Advisors
Delaware
$767K
LOAMS
450
Lombard Odier Asset Management (Switzerland)
Switzerland
$762K