We are live on ! Find out more
SOFI icon

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
ACA
826
American Capital Advisory
Idaho
$34K
RBI
827
Raiffeisen Bank International
Austria
$33.8K
TWD
828
True Wealth Design
Ohio
$33.7K
APW
829
Aventura Private Wealth
Florida
$33.5K
CFD
830
Creative Financial Designs
Indiana
$33.2K
SIS
831
Strategic Investment Solutions
Illinois
$32.5K
GSWM
832
Golden State Wealth Management
California
$31.4K
QWM
833
Quaker Wealth Management
New Jersey
$31.3K
HBW
834
Hazlett, Burt & Watson
West Virginia
$31K
SIC
835
SJS Investment Consulting
Ohio
$30.7K
TSMHT
836
Thurston Springer Miller Herd & Titak
Indiana
$29.2K
CPBTD
837
Central Pacific Bank - Trust Division
Hawaii
$28K
GPFA
838
Game Plan Financial Advisors
Ohio
$28K
AWM
839
Abound Wealth Management
Tennessee
$27.8K
RAM
840
Reflection Asset Management
South Carolina
$27.5K
MB
841
MidFirst Bank
Oklahoma
$27.1K
AA
842
Ancora Advisors
Ohio
$27K
BIA
843
Bell Investment Advisors
California
$26.9K
BTI
844
Blue Trust Inc
Georgia
$26.5K
CFP
845
Comprehensive Financial Planning
Pennsylvania
$26.2K
VWM
846
Vermillion Wealth Management
Minnesota
$26.2K
HWM
847
HighMark Wealth Management
Minnesota
$26.2K
WA
848
WPG Advisers
Maryland
$26K
AP
849
Aspect Partners
Virginia
$25.9K
VWM
850
Valley Wealth Managers
New Jersey
$25.2K