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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
LSPW
701
Lake Street Private Wealth
Illinois
$219K
HR
702
Howe & Rusling
New York
$218K
ONB
703
Old National Bancorp
Indiana
$218K
DAM
704
DLD Asset Management
New York
$216K
RWMG
705
Redwood Wealth Management Group
New Jersey
$216K
BAM
706
Blueshift Asset Management
New Jersey
$215K
CF
707
Claris Financial
Virginia
$215K
CCC
708
Compass Capital Corp
Massachusetts
$214K
QWM
709
Quadcap Wealth Management
Texas
$213K
FAL
710
Focused Alpha LLC
Colorado
$210K
SCM
711
SCS Capital Management
Massachusetts
$210K
FMLI
712
Fukoku Mutual Life Insurance
Japan
$210K
CCM
713
Corsair Capital Management
New York
$209K
SSWM
714
Smith Salley Wealth Management
North Carolina
$209K
BFIC
715
Bedell Frazier Investment Counselling
California
$208K
NA
716
Nautilus Advisors
California
$207K
TC
717
TwinBeech Capital
New York
$206K
AWM
718
Avaii Wealth Management
Wisconsin
$205K
SP
719
SIH Partners
Delaware
$203K
GH
720
GAM Holding
Switzerland
$203K
GFPC
721
Global Financial Private Client
Florida
$202K
CQWA
722
Chokshi & Queen Wealth Advisors
California
$202K
QCG
723
Quadrant Capital Group
Ohio
$201K
IC
724
IEQ Capital
California
$201K
CWA
725
CogentBlue Wealth Advisors
Tennessee
$200K