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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
KFAS
851
Keating Financial Advisory Services
Kansas
$24.8K
SL
852
Salomon & Ludwin
Virginia
$24.7K
CFFP
853
Center for Financial Planning
Michigan
$24.2K
QC
854
Quent Capital
New York
$23.6K
SWIM
855
Smallwood Wealth Investment Management
New Jersey
$23.6K
C
856
Covestor
United Kingdom
$23K
MTC
857
Matrix Trust Company
Colorado
$21K
AF
858
Aviso Financial
Ontario, Canada
$20.9K
SR
859
Swiss Re
Switzerland
$20.9K
Bank Julius Baer & Co
860
Bank Julius Baer & Co
Switzerland
$20.9K
FP
861
Financial Perspectives
Minnesota
$20.3K
KFI
862
Key Financial Inc
Pennsylvania
$19.6K
APW
863
Atlantic Private Wealth
North Carolina
$19.6K
SA
864
Scarborough Advisors
Maryland
$19.1K
JWA
865
JFS Wealth Advisors
Pennsylvania
$18.8K
GGI
866
Godsey & Gibb Inc
Virginia
$18.4K
WTC
867
WhitTier Trust Company
Nevada
$18.3K
GCS
868
Gordian Capital (Singapore)
Singapore
$18.2K
FFO
869
Fortitude Family Office
Arizona
$18.1K
HFS
870
Hantz Financial Services
Michigan
$18K
DI
871
DAGCO Inc
Ohio
$17.8K
FCAS
872
First Command Advisory Services
Texas
$17K
ECM
873
Estabrook Capital Management
New York
$16.5K
NSIM
874
North Star Investment Management
Illinois
$16.3K
FS
875
Financially Speaking
Colorado
$15.7K