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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
RWM
901
Rialto Wealth Management
New York
$5.81K
HWP
902
Highline Wealth Partners
California
$5.47K
CA
903
Crewe Advisors
Utah
$5.24K
WB
904
Webster Bank
Connecticut
$5.24K
AAG
905
Armstrong Advisory Group
Massachusetts
$5.24K
BCM
906
Berbice Capital Management
New York
$5.24K
BWM
907
Bernard Wealth Management
Michigan
$5.24K
EI
908
EFG International
$5.24K
NWMP
909
Noble Wealth Management PBC
Colorado
$5.24K
HIA
910
HFM Investment Advisors
New Jersey
$4.95K
CH
911
Cromwell Holdings
Wyoming
$4.66K
DPW
912
DiNuzzo Private Wealth
Pennsylvania
$4.53K
RDFA
913
Ritter Daniher Financial Advisory
Ohio
$4.53K
EWP
914
Elevation Wealth Partners
California
$4.48K
IAS
915
IMA Advisory Services
Colorado
$4.48K
RF
916
Rossby Financial
Florida
$4.14K
CFM
917
Cornerstone Financial Management
Massachusetts
$4.02K
ACM
918
Accent Capital Management
Ohio
$3.82K
PAI
919
Pittenger & Anderson Inc
Nebraska
$3.8K
PWA
920
Principia Wealth Advisory
Texas
$3.69K
QL
921
Quarry LP
New York
$3.53K
ACM
922
Anfield Capital Management
California
$3.27K
SHIM
923
Stone House Investment Management
Pennsylvania
$3.17K
MCM
924
Manchester Capital Management
Vermont
$3.12K
BGAI
925
Bruce G. Allen Investments
Colorado
$3.09K