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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
CT
976
Colonial Trust
South Carolina
$1.01K
CA
977
Centerpoint Advisors
Massachusetts
$1K
VNA
978
Valley National Advisers
Pennsylvania
$1K
OC
979
Optima Capital
Oregon
$995
1CP
980
1015 Capital Partners
Pennsylvania
$969
CWP
981
Concord Wealth Partners
Virginia
$942
FC
982
Financial Consulate
Maryland
$917
Pacer Advisors
983
Pacer Advisors
Pennsylvania
$838
MNA
984
Manning & Napier Advisors
New York
$797
HNW
985
High Note Wealth
Minnesota
$785
BIM
986
Breakwater Investment Management
Washington
$629
DF
987
Dunhill Financial
United Kingdom
$624
DF
988
DecisionPoint Financial
Arizona
$603
CFO
989
CVA Family Office
Colorado
$602
EAM
990
Eukles Asset Management
Ohio
$550
CIA
991
Cape Investment Advisory
Georgia
$524
SA
992
Seneschal Advisors
Washington
$419
FAMI
993
Fideuram Asset Management (Ireland)
$409
TCOT
994
Trust Company of Toledo
Ohio
$367
DCM
995
Davis Capital Management
Florida
$288
BCH
996
Berkshire Capital Holdings
California
$262
BAM
997
Byrne Asset Management
New Jersey
$236
WAG
998
Wilkerson Advisory Group
Missouri
$209
SC
999
Swan Capital
Florida
$52
CSB
1000
City State Bank
Iowa
$52