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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
GVAG
576
Great Valley Advisor Group
Delaware
$392K
HCMT
577
Highland Capital Management (Tennessee)
Tennessee
$391K
CSP
578
Cary Street Partners
Virginia
$390K
CFG
579
Cooper Financial Group
California
$389K
HGA
580
Hobbs Group Advisors
South Carolina
$387K
RFP
581
Root Financial Partners
California
$386K
PTC
582
Private Trust Company
Ohio
$384K
SMC
583
Smith, Moore & Co
Missouri
$382K
SC
584
Scotia Capital
Ontario, Canada
$381K
RWA
585
Redhawk Wealth Advisors
Minnesota
$380K
PA
586
Procyon Advisors
Connecticut
$377K
FWP
587
FAS Wealth Partners
Kansas
$376K
BP
588
Ballentine Partners
Massachusetts
$375K
TPA
589
Trivium Point Advisory
Connecticut
$373K
DS
590
DRW Securities
Illinois
$372K
DWM
591
Dynasty Wealth Management
Florida
$372K
GCM
592
Graham Capital Management
Connecticut
$364K
PFW
593
Petros Family Wealth
Minnesota
$360K
WFAG
594
Worth Financial Advisory Group
North Carolina
$359K
NF
595
Nikulski Financial
Iowa
$358K
PL
596
Perpetual Ltd
Australia
$356K
PSA
597
Plum Street Advisors
Louisiana
$355K
UCFA
598
United Capital Financial Advisors
Texas
$354K
CCM
599
Coldstream Capital Management
Washington
$353K
PA
600
Parallel Advisors
California
$349K