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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
RWM
926
Rialto Wealth Management
New York
$5.81K
HWP
927
Highline Wealth Partners
California
$5.47K
AAG
928
Armstrong Advisory Group
Massachusetts
$5.24K
BCM
929
Berbice Capital Management
New York
$5.24K
BWM
930
Bernard Wealth Management
Michigan
$5.24K
CA
931
Crewe Advisors
Utah
$5.24K
WB
932
Webster Bank
Connecticut
$5.24K
EI
933
EFG International
$5.24K
NWMP
934
Noble Wealth Management PBC
Colorado
$5.24K
HIA
935
HFM Investment Advisors
New Jersey
$4.95K
CH
936
Cromwell Holdings
Wyoming
$4.66K
DPW
937
DiNuzzo Private Wealth
Pennsylvania
$4.53K
RDFA
938
Ritter Daniher Financial Advisory
Ohio
$4.53K
EWP
939
Elevation Wealth Partners
California
$4.48K
IAS
940
IMA Advisory Services
Colorado
$4.48K
RF
941
Rossby Financial
Florida
$4.14K
CFM
942
Cornerstone Financial Management
Massachusetts
$4.02K
ACM
943
Accent Capital Management
Ohio
$3.82K
PAI
944
Pittenger & Anderson Inc
Nebraska
$3.8K
PWA
945
Principia Wealth Advisory
Texas
$3.69K
QL
946
Quarry LP
New York
$3.53K
ACM
947
Anfield Capital Management
California
$3.27K
SHIM
948
Stone House Investment Management
Pennsylvania
$3.17K
MCM
949
Manchester Capital Management
Vermont
$3.12K
BGAI
950
Bruce G. Allen Investments
Colorado
$3.09K