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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
CTC
876
Central Trust Company
Missouri
$10.5K
TCOV
877
Trust Company of Vermont
Vermont
$10.4K
SVWA
878
Sarver Vrooman Wealth Advisors
Missouri
$10.2K
PJCC
879
Phillip James Consulting Co.
Minnesota
$10K
TC
880
Truvestments Capital
Florida
$9.63K
GIA
881
GHP Investment Advisors
Colorado
$8.95K
GA
882
GoalVest Advisory
New York
$8.9K
RTL
883
Red Tortoise LLC
Georgia
$8.59K
RWS
884
Retirement Wealth Solutions
Wisconsin
$7.96K
MAM
885
Meeder Asset Management
Ohio
$7.64K
TCM
886
Tradewinds Capital Management
Washington
$7.44K
TFA
887
Transamerica Financial Advisors
Florida
$7.28K
CW
888
Curio Wealth
Maryland
$7.14K
FMTCOCP
889
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
BBHC
890
Brown Brothers Harriman & Co
New York
$6.88K
PWMG
891
Prestige Wealth Management Group
New Jersey
$6.81K
SJIM
892
St. Johns Investment Management
Florida
$6.73K
S
893
Sachetta
Massachusetts
$6.62K
FMII
894
Farmers & Merchants Investments Inc
Nebraska
$6.54K
FDW
895
Fourth Dimension Wealth
Ohio
$6.54K
CTA
896
Colonial Trust Advisors
South Carolina
$6.54K
CT
897
Clearstead Trust
Maine
$6.36K
MCM
898
MV Capital Management
Maryland
$6.31K
DWM
899
Dogwood Wealth Management
Kansas
$6.05K
CAL
900
Capital Analysts LLC
Pennsylvania
$6K