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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
PFA
626
Pure Financial Advisors
California
$315K
AWM
627
Apollon Wealth Management
South Carolina
$314K
S
628
SignatureFD
Georgia
$313K
GT
629
Glenmede Trust
Pennsylvania
$313K
PWP
630
Prasad Wealth Partners
Ohio
$311K
WWWM
631
White Wing Wealth Management
Texas
$311K
OCBCO
632
Oversea-Chinese Banking Corp (OCBC)
Singapore
$311K
PAS
633
PKS Advisory Services
New York
$309K
SAG
634
SageView Advisory Group
California
$309K
SEA
635
Stegent Equity Advisors
Texas
$303K
AMG
636
Advisors Management Group
Wisconsin
$302K
WI
637
WBI Investments
New Jersey
$301K
APW
638
Axim Planning & Wealth
Ohio
$301K
GJWM
639
Gilliland Jeter Wealth Management
Arkansas
$301K
CI
640
Cigna Investments
Connecticut
$299K
RE
641
Rydar Equities
Texas
$299K
KeyBank National Association
642
KeyBank National Association
Ohio
$298K
LAM
643
L2 Asset Management
Massachusetts
$297K
FFN
644
Focus Financial Network
Minnesota
$296K
FCM
645
Fortis Capital Management
Washington
$295K
AC
646
AlphaCore Capital
California
$293K
CF
647
Centaurus Financial
California
$292K
IAS
648
Insigneo Advisory Services
Florida
$292K
IF
649
Intrua Financial
Texas
$290K
IAIM
650
International Assets Investment Management
Florida
$290K