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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
TCOV
876
Trust Company of Vermont
Vermont
$10.4K
SVWA
877
Sarver Vrooman Wealth Advisors
Missouri
$10.2K
PJCC
878
Phillip James Consulting Co.
Minnesota
$10K
TC
879
Truvestments Capital
Florida
$9.63K
GIA
880
GHP Investment Advisors
Colorado
$8.95K
GA
881
GoalVest Advisory
New York
$8.9K
RTL
882
Red Tortoise LLC
Georgia
$8.59K
RWS
883
Retirement Wealth Solutions
Wisconsin
$7.96K
MAM
884
Meeder Asset Management
Ohio
$7.64K
TCM
885
Tradewinds Capital Management
Washington
$7.44K
TFA
886
Transamerica Financial Advisors
Florida
$7.28K
CW
887
Curio Wealth
Maryland
$7.14K
FMTCOCP
888
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
BBHC
889
Brown Brothers Harriman & Co
New York
$6.88K
PWMG
890
Prestige Wealth Management Group
New Jersey
$6.81K
SJIM
891
St. Johns Investment Management
Florida
$6.73K
S
892
Sachetta
Massachusetts
$6.62K
FMII
893
Farmers & Merchants Investments Inc
Nebraska
$6.54K
FDW
894
Fourth Dimension Wealth
Ohio
$6.54K
CTA
895
Colonial Trust Advisors
South Carolina
$6.54K
CT
896
Clearstead Trust
Maine
$6.36K
MCM
897
MV Capital Management
Maryland
$6.31K
DWM
898
Dogwood Wealth Management
Kansas
$6.05K
CAL
899
Capital Analysts LLC
Pennsylvania
$6K
WETS
900
Wealth Enhancement Trust Services
South Dakota
$5.97K