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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
BGAI
926
Bruce G. Allen Investments
Colorado
$3.09K
HFS
927
Hughes Financial Services
Virginia
$3.01K
SN
928
Sittner & Nelson
Oregon
$2.77K
AWA
929
Acumen Wealth Advisors
Tennessee
$2.75K
HPC
930
HM Payson & Co
Maine
$2.62K
MWA
931
Miller Wealth Advisors
Colorado
$2.62K
II
932
Inspire Investing
Idaho
$2.62K
BHWM
933
Bay Harbor Wealth Management
Maryland
$2.51K
SFCL
934
Strengthening Families & Communities LLC
Massachusetts
$2.25K
PWMG
935
Private Wealth Management Group
New Jersey
$2.07K
IPS
936
Investors Portfolio Services
Washington
$2.04K
EWA
937
EQ Wealth Advisors
Texas
$2.04K
WW
938
Winnow Wealth
Texas
$2.02K
CMP
939
Coston McIsaac & Partners
Maine
$2K
RBC
940
Roble Belko & Company
Pennsylvania
$2K
MCA
941
McGuire Capital Advisors
Oklahoma
$1.96K
GWM
942
Greenline Wealth Management
Florida
$1.89K
BFS
943
Bare Financial Services
Pennsylvania
$1.65K
PWA
944
Physician Wealth Advisors
Utah
$1.54K
GAFA
945
Garton & Associates Financial Advisors
Kentucky
$1.31K
GWM
946
Gilpin Wealth Management
Colorado
$1.31K
WFA
947
West Financial Advisors
Iowa
$1.28K
JFA
948
JNBA Financial Advisors
Minnesota
$1.21K
TCM
949
TD Capital Management
Tennessee
$1.07K
CT
950
Colonial Trust
South Carolina
$1.01K