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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
WETS
901
Wealth Enhancement Trust Services
South Dakota
$5.97K
RWM
902
Rialto Wealth Management
New York
$5.81K
HWP
903
Highline Wealth Partners
California
$5.47K
CA
904
Crewe Advisors
Utah
$5.24K
WB
905
Webster Bank
Connecticut
$5.24K
AAG
906
Armstrong Advisory Group
Massachusetts
$5.24K
BCM
907
Berbice Capital Management
New York
$5.24K
BWM
908
Bernard Wealth Management
Michigan
$5.24K
EI
909
EFG International
$5.24K
NWMP
910
Noble Wealth Management PBC
Colorado
$5.24K
HIA
911
HFM Investment Advisors
New Jersey
$4.95K
CH
912
Cromwell Holdings
Wyoming
$4.66K
DPW
913
DiNuzzo Private Wealth
Pennsylvania
$4.53K
RDFA
914
Ritter Daniher Financial Advisory
Ohio
$4.53K
EWP
915
Elevation Wealth Partners
California
$4.48K
IAS
916
IMA Advisory Services
Colorado
$4.48K
RF
917
Rossby Financial
Florida
$4.14K
CFM
918
Cornerstone Financial Management
Massachusetts
$4.02K
ACM
919
Accent Capital Management
Ohio
$3.82K
PAI
920
Pittenger & Anderson Inc
Nebraska
$3.8K
PWA
921
Principia Wealth Advisory
Texas
$3.69K
QL
922
Quarry LP
New York
$3.53K
ACM
923
Anfield Capital Management
California
$3.27K
SHIM
924
Stone House Investment Management
Pennsylvania
$3.17K
MCM
925
Manchester Capital Management
Vermont
$3.12K