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SoFi Technologies

1,003 hedge funds and large institutions have $18.3B invested in SoFi Technologies in 2025 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 430 increasing their positions, 238 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 funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $16.7B → $18.3B (+$1.6B)

5.22% more ownership

Funds ownership: 52.9%58.12% (+5.2%)

10% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $4.01B

Holders
1,003
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
BCV
776
Banque Cantonale Vaudoise
Switzerland
$83K
Fifth Third Bancorp
777
Fifth Third Bancorp
Ohio
$81.8K
MA
778
MCF Advisors
Kentucky
$81.8K
FHC
779
First Horizon Corporation
Tennessee
$81.6K
LI
780
LRI Investments
Florida
$79.8K
CJ
781
Caitlin John
Michigan
$78.5K
CWMS
782
CFG Wealth Management Services
Indiana
$75.9K
CA
783
Clearstead Advisors
Ohio
$75.4K
CSPIA
784
Cary Street Partners Investment Advisory
Virginia
$75.4K
EC
785
Elequin Capital
New York
$70.4K
ITFISA
786
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$68.4K
AIC
787
Archer Investment Corporation
Indiana
$65.5K
AWM
788
Activest Wealth Management
Florida
$64.4K
HNB
789
Hilltop National Bank
Wyoming
$63.7K
NEWAS
790
N.E.W. Advisory Services
Wisconsin
$62.8K
VSQM
791
V-Square Quantitative Management
Illinois
$61.6K
IWP
792
IAG Wealth Partners
Wisconsin
$60.5K
RWM
793
RMG Wealth Management
Wisconsin
$60.4K
VR
794
Vision Retirement
New Jersey
$58.1K
BWL
795
Bogart Wealth LLC
Virginia
$54.2K
AssetMark Inc
796
AssetMark Inc
California
$53.5K
BC
797
Barrett & Company
Rhode Island
$52.4K
CNBT
798
Cornerstone National Bank & Trust
Illinois
$52.4K
PWA
799
Provenance Wealth Advisors
Florida
$52.4K
HNB
800
Huntington National Bank
Ohio
$52.1K