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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
HFS
951
Hughes Financial Services
Virginia
$3.01K
SN
952
Sittner & Nelson
Oregon
$2.77K
AWA
953
Acumen Wealth Advisors
Tennessee
$2.75K
HPC
954
HM Payson & Co
Maine
$2.62K
MWA
955
Miller Wealth Advisors
Colorado
$2.62K
FA
956
Financial Avengers
California
$2.62K
II
957
Inspire Investing
Idaho
$2.62K
BHWM
958
Bay Harbor Wealth Management
Maryland
$2.51K
SFCL
959
Strengthening Families & Communities LLC
Massachusetts
$2.25K
PWMG
960
Private Wealth Management Group
New Jersey
$2.07K
IPS
961
Investors Portfolio Services
Washington
$2.04K
EWA
962
EQ Wealth Advisors
Texas
$2.04K
WW
963
Winnow Wealth
Texas
$2.02K
CMP
964
Coston McIsaac & Partners
Maine
$2K
RBC
965
Roble Belko & Company
Pennsylvania
$2K
MCA
966
McGuire Capital Advisors
Oklahoma
$1.96K
GWM
967
Greenline Wealth Management
Florida
$1.89K
BFS
968
Bare Financial Services
Pennsylvania
$1.65K
PWA
969
Physician Wealth Advisors
Utah
$1.54K
GAFA
970
Garton & Associates Financial Advisors
Kentucky
$1.31K
GWM
971
Gilpin Wealth Management
Colorado
$1.31K
WFA
972
West Financial Advisors
Iowa
$1.28K
JFA
973
JNBA Financial Advisors
Minnesota
$1.21K
TCM
974
TD Capital Management
Tennessee
$1.07K
SVWA
975
Sarver Vrooman Wealth Advisors
Missouri
$1.05K