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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
KFSC
676
Keystone Financial Services (Colorado)
Colorado
$260K
TRCT
677
Tower Research Capital (TRC)
New York
$256K
Wellington Management Group
678
Wellington Management Group
Massachusetts
$255K
ZIG
679
Zullo Investment Group
Pennsylvania
$254K
EWA
680
EP Wealth Advisors
California
$254K
MFS
681
Mirabella Financial Services
United Kingdom
$250K
DZ Bank
682
DZ Bank
Germany
$249K
FRA
683
Frank Rimerman Advisors
California
$248K
CCWM
684
Cassaday & Co Wealth Management
Virginia
$246K
RWA
685
Rooted Wealth Advisors
Illinois
$241K
BI
686
Bramshill Investments
Florida
$236K
BCM
687
Bayesian Capital Management
New York
$236K
EWM
688
Empirical Wealth Management
Washington
$235K
PWM
689
Palacios Wealth Management
Florida
$234K
IWS
690
Integrity Wealth Solutions
Colorado
$234K
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$233K
SFG
692
Strive Financial Group
Indiana
$231K
Aberdeen Group
693
Aberdeen Group
United Kingdom
$228K
I
694
InceptionR
California
$228K
XF
695
XML Financial
Maryland
$224K
TWA
696
Trellis Wealth Advisors
California
$223K
SC
697
SouthState Corp
Florida
$222K
SEP
698
Signature Equity Partners
Ohio
$220K
VVP
699
Venture Visionary Partners
Ohio
$220K
S
700
Sunpointe
Missouri
$219K