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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
MCA
651
Millennium Capital Advisors
Arkansas
$289K
OCA
652
OpenArc Corporate Advisory
Georgia
$288K
MIH
653
Meitav Investment House
Israel
$288K
KWM
654
Kingsview Wealth Management
Oregon
$288K
TCA
655
Transcend Capital Advisors
New Jersey
$287K
HWM
656
Horizon Wealth Management
Illinois
$285K
GI
657
GAMMA Investing
California
$282K
SCM
658
Steele Capital Management
Iowa
$281K
BFPW
659
BOK Financial Private Wealth
Colorado
$281K
JCM
660
Jacobi Capital Management
Pennsylvania
$277K
PGWM
661
Parisi Gray Wealth Management
New Jersey
$276K
MSFS
662
Main Street Financial Solutions
Pennsylvania
$275K
PPWP
663
Premier Path Wealth Partners
New Jersey
$274K
PIA
664
Panoramic Investment Advisors
Colorado
$274K
NG
665
Norden Group
Utah
$271K
Natixis Advisors
666
Natixis Advisors
Massachusetts
$270K
AAP
667
Arax Advisory Partners
Colorado
$269K
AW
668
Avion Wealth
Texas
$268K
MWM
669
Maridea Wealth Management
New York
$267K
LFG
670
Larson Financial Group
Missouri
$267K
DI
671
Diligent Investors
California
$265K
TWM
672
Trueblood Wealth Management
Ohio
$264K
AIFS
673
A&I Financial Services
Colorado
$262K
HC
674
Hourglass Capital
Texas
$262K
HWM
675
HB Wealth Management
Georgia
$262K