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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
FCAS
851
First Command Advisory Services
Texas
$17K
ECM
852
Estabrook Capital Management
New York
$16.5K
NSIM
853
North Star Investment Management
Illinois
$16.3K
NL
854
NVWM LLC
Pennsylvania
$15.7K
GWP
855
Gen-Wealth Partners
Michigan
$15.7K
FS
856
Financially Speaking
Colorado
$15.7K
BCM
857
Boreal Capital Management
Florida
$15.7K
SIS
858
Sound Income Strategies
Florida
$15.7K
CPG
859
Cornerstone Planning Group
New Jersey
$15.5K
MAS
860
MPWM Advisory Solutions
Georgia
$15.2K
CCM
861
Chilton Capital Management
Texas
$14.8K
VCM
862
Versant Capital Management
Arizona
$14.6K
TFM
863
TFC Financial Management
Massachusetts
$13.5K
CB
864
CNB Bank
Pennsylvania
$13.1K
ECA
865
Elevated Capital Advisors
Utah
$13.1K
AAM
866
Alphadyne Asset Management
New York
$12.7K
TFGT
867
TS Financial Group (TSFG)
Illinois
$12K
AIM
868
Anchor Investment Management
South Carolina
$12K
OWP
869
ORG Wealth Partners
Texas
$11.8K
SVCP
870
Silicon Valley Capital Partners
California
$11.8K
AG
871
AmeriFlex Group
Nevada
$11.5K
PCM
872
Penserra Capital Management
California
$11K
TM
873
Torren Management
California
$10.7K
ATC
874
Adirondack Trust Company
New York
$10.5K
VFM
875
Vision Financial Markets
Connecticut
$10.5K