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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
CAM
451
Concorde Asset Management
Michigan
$755K
AF
452
Avanza Fonder
Sweden
$748K
MFA
453
Mayflower Financial Advisors
Massachusetts
$747K
WPC
454
Wedmont Private Capital
Pennsylvania
$744K
Thrivent Financial for Lutherans
455
Thrivent Financial for Lutherans
Minnesota
$742K
FFA
456
Florida Financial Advisors
Florida
$742K
FFM
457
Forum Financial Management
Illinois
$742K
FFG
458
Floyd Financial Group
Missouri
$741K
RIA
459
RPG Investment Advisory
California
$740K
KIG
460
Kennedy Investment Group
New Jersey
$733K
SP
461
Sherman Porfolios
Idaho
$731K
MIM
462
MetLife Investment Management
New Jersey
$729K
PVI
463
Pine Valley Investments
New Jersey
$727K
Comerica Bank
464
Comerica Bank
Texas
$712K
WAM
465
Weiss Asset Management
Massachusetts
$702K
MOS
466
MGO One Seven
Ohio
$698K
ACS
467
Archford Capital Strategies
Illinois
$691K
IA
468
Integrity Alliance
Iowa
$684K
ITG
469
Index Technologies Group
New York
$684K
HCP
470
Hexagon Capital Partners
Arkansas
$683K
FCH
471
Freestone Capital Holdings
Washington
$682K
BPA
472
Beacon Pointe Advisors
California
$680K
LCA
473
Legend Capital Advisors
New York
$679K
MAS
474
Meeder Advisory Services
Ohio
$670K
TCM
475
Traynor Capital Management
Pennsylvania
$647K