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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
VT
551
Volterra Technologies
New York
$431K
AFG
552
Albion Financial Group
Utah
$430K
NFSG
553
Newbridge Financial Services Group
Florida
$429K
GAM
554
Gotham Asset Management
New York
$427K
T
555
TrueFG
Texas
$427K
PFGIA
556
Patriot Financial Group Insurance Agency
Massachusetts
$421K
BRWA
557
B. Riley Wealth Advisors
Florida
$420K
RCA
558
Ranch Capital Advisors
Florida
$420K
FGP
559
Freestone Grove Partners
California
$419K
TAM
560
Tucker Asset Management
Colorado
$418K
SFS
561
Sowell Financial Services
Arkansas
$416K
NWM
562
Northwest Wealth Management
Iowa
$415K
AC
563
Avestar Capital
New York
$413K
FA
564
Fermata Advisors
California
$411K
LSA
565
Leonteq Securities AG
Switzerland
$410K
WC
566
Whitney & Co
New York
$401K
YCM
567
Yousif Capital Management
Michigan
$400K
BLC
568
Blue Line Capital
Illinois
$398K
KCFA
569
Key Client Fiduciary Advisors
New Jersey
$397K
UCMOK
570
United Capital Management of KS
Kansas
$396K
IWM
571
IHT Wealth Management
Illinois
$394K
MCM
572
M1 Capital Management
Michigan
$394K
PCA
573
Pallas Capital Advisors
Massachusetts
$394K
CIA
574
Capital Investment Advisors
Georgia
$394K
LIP
575
Lighthouse Investment Partners
Florida
$392K