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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
NRG
726
Nemes Rush Group
Michigan
$199K
NS
727
NBC Securities
Alabama
$197K
AF
728
Advisornet Financial
Minnesota
$189K
MIFH
729
Migdal Insurance & Financial Holdings
Israel
$186K
MCM
730
MAI Capital Management
Ohio
$181K
WWM
731
Wolff Wiese Magana
California
$173K
KAS
732
Kemnay Advisory Services
New York
$169K
O
733
Ossiam
France
$165K
TFA
734
Toth Financial Advisory
Virginia
$161K
EW
735
Elyxium Wealth
California
$157K
LS
736
Livforsakringsbolaget Skandia
Sweden
$157K
Los Angeles Capital Management
737
Los Angeles Capital Management
California
$155K
GWM
738
Geneos Wealth Management
Colorado
$139K
SWA
739
SOA Wealth Advisors
New York
$137K
CWM
740
Copia Wealth Management
Oregon
$134K
IRAG
741
Investment Research & Advisory Group
Georgia
$132K
T
742
Tidemark
California
$129K
LWM
743
Lodestone Wealth Management
Washington
$127K
OCM
744
Orion Capital Management
California
$120K
LA
745
LM Advisors
California
$120K
ZBNA
746
Zions Bancorporation, National Association
Utah
$112K
EWM
747
Evolution Wealth Management
Florida
$111K
HHCP
748
Hilton Head Capital Partners
South Carolina
$110K
OAM
749
Ostrum Asset Management
France
$108K
FHA
750
Flagship Harbor Advisors
Massachusetts
$107K