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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
OCM
901
Osbon Capital Management
Massachusetts
$9.37K
SWP
902
Strategic Wealth Partners
Ohio
$9.32K
GIA
903
GHP Investment Advisors
Colorado
$8.95K
GA
904
GoalVest Advisory
New York
$8.9K
MWA
905
Medallion Wealth Advisors
Connecticut
$8.88K
RTL
906
Red Tortoise LLC
Georgia
$8.59K
RWS
907
Retirement Wealth Solutions
Wisconsin
$7.96K
MAM
908
Meeder Asset Management
Ohio
$7.64K
TCM
909
Tradewinds Capital Management
Washington
$7.44K
TFA
910
Transamerica Financial Advisors
Florida
$7.28K
CW
911
Curio Wealth
Maryland
$7.14K
FMTCOCP
912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
BBHC
913
Brown Brothers Harriman & Co
New York
$6.88K
PWMG
914
Prestige Wealth Management Group
New Jersey
$6.81K
SJIM
915
St. Johns Investment Management
Florida
$6.73K
S
916
Sachetta
Massachusetts
$6.62K
FMII
917
Farmers & Merchants Investments Inc
Nebraska
$6.54K
FDW
918
Fourth Dimension Wealth
Ohio
$6.54K
B
919
Bayban
Minnesota
$6.54K
CTA
920
Colonial Trust Advisors
South Carolina
$6.54K
CT
921
Clearstead Trust
Maine
$6.36K
MCM
922
MV Capital Management
Maryland
$6.31K
DWM
923
Dogwood Wealth Management
Kansas
$6.05K
CAL
924
Capital Analysts LLC
Pennsylvania
$6K
WETS
925
Wealth Enhancement Trust Services
South Dakota
$5.97K