SOFI icon

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
CFB
751
Cullen/Frost Bankers
Texas
$106K
W
752
WealthCollab
Washington
$105K
LWMI
753
Legacy Wealth Management (Idaho)
Idaho
$96.9K
SAM
754
Smartleaf Asset Management
Massachusetts
$95.7K
AUB
755
Atlantic Union Bankshares
Virginia
$90.1K
WIM
756
Westside Investment Management
California
$89.6K
EWA
757
EverSource Wealth Advisors
Alabama
$88.7K
EDRH
758
Edmond de Rothschild Holding
Switzerland
$88.2K
VWWMG
759
Vermillion & White Wealth Management Group
Pennsylvania
$83.7K
BCV
760
Banque Cantonale Vaudoise
Switzerland
$83K
Fifth Third Bancorp
761
Fifth Third Bancorp
Ohio
$81.8K
MA
762
MCF Advisors
Kentucky
$81.8K
FHC
763
First Horizon Corporation
Tennessee
$81.6K
LI
764
LRI Investments
Florida
$79.8K
CJ
765
Caitlin John
Michigan
$78.5K
CA
766
Clearstead Advisors
Ohio
$75.4K
CSPIA
767
Cary Street Partners Investment Advisory
Virginia
$75.4K
EC
768
Elequin Capital
New York
$70.4K
ITFISA
769
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$68.4K
AIC
770
Archer Investment Corporation
Indiana
$65.5K
AWM
771
Activest Wealth Management
Florida
$64.4K
HNB
772
Hilltop National Bank
Wyoming
$63.7K
NEWAS
773
N.E.W. Advisory Services
Wisconsin
$62.8K
VSQM
774
V-Square Quantitative Management
Illinois
$61.6K
IWP
775
IAG Wealth Partners
Wisconsin
$60.5K