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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
DJYG
601
David J. Yvars Group
Florida
$348K
PCIA
602
Prime Capital Investment Advisors
Kansas
$347K
USCWA
603
U.S. Capital Wealth Advisors
Texas
$345K
AFP
604
Ausdal Financial Partners
Iowa
$345K
YCG
605
Yeomans Consulting Group
Georgia
$345K
CMTU
606
Capital Markets Trading (UK)
United Kingdom
$344K
PWP
607
Pursue Wealth Partners
California
$341K
Envestnet Portfolio Solutions
608
Envestnet Portfolio Solutions
Illinois
$333K
Brown Advisory
609
Brown Advisory
Maryland
$333K
Allspring Global Investments
610
Allspring Global Investments
North Carolina
$331K
VWA
611
Visionary Wealth Advisors
Illinois
$329K
SW
612
SteelPeak Wealth
California
$324K
NW
613
NewEdge Wealth
Pennsylvania
$324K
PCM
614
Polymer Capital Management
New York
$323K
MPWS
615
McCarter Private Wealth Services
Massachusetts
$321K
ATPW
616
Ashton Thomas Private Wealth
Arizona
$321K
HH
617
Hilltop Holdings
Texas
$321K
MGP
618
Metis Global Partners
California
$321K
PG
619
Prostatis Group
Maryland
$321K
GSIAS
620
Garden State Investment Advisory Services
New Jersey
$320K
FFWM
621
Future Financial Wealth Management
Ohio
$319K
TVM
622
True Vision MN
Minnesota
$318K
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$315K
CIBC World Market
624
CIBC World Market
Ontario, Canada
$315K
MHR
625
Matthew Hamilton Rosenberg
$315K