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SoFi Technologies

975 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, 425 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: 906975 (+69)

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
975
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
WA
826
WPG Advisers
Maryland
$26K
AP
827
Aspect Partners
Virginia
$25.9K
VWM
828
Valley Wealth Managers
New Jersey
$25.2K
KFAS
829
Keating Financial Advisory Services
Kansas
$24.8K
SL
830
Salomon & Ludwin
Virginia
$24.7K
CFFP
831
Center for Financial Planning
Michigan
$24.2K
QC
832
Quent Capital
New York
$23.6K
SWIM
833
Smallwood Wealth Investment Management
New Jersey
$23.6K
C
834
Covestor
United Kingdom
$23K
MTC
835
Matrix Trust Company
Colorado
$21K
AF
836
Aviso Financial
Ontario, Canada
$20.9K
SR
837
Swiss Re
Switzerland
$20.9K
Bank Julius Baer & Co
838
Bank Julius Baer & Co
Switzerland
$20.9K
FP
839
Financial Perspectives
Minnesota
$20.3K
KFI
840
Key Financial Inc
Pennsylvania
$19.6K
APW
841
Atlantic Private Wealth
North Carolina
$19.6K
SA
842
Scarborough Advisors
Maryland
$19.1K
JWA
843
JFS Wealth Advisors
Pennsylvania
$18.8K
GGI
844
Godsey & Gibb Inc
Virginia
$18.4K
WTC
845
WhitTier Trust Company
Nevada
$18.3K
GCS
846
Gordian Capital (Singapore)
Singapore
$18.2K
FFO
847
Fortitude Family Office
Arizona
$18.1K
HFS
848
Hantz Financial Services
Michigan
$18K
DI
849
DAGCO Inc
Ohio
$17.8K
FCAS
850
First Command Advisory Services
Texas
$17K