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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
CBA
1026
Coastal Bridge Advisors
Connecticut
HSA
1027
HBK Sorce Advisory
Pennsylvania
PG
1028
Patten Group
Tennessee
CCMT
1029
CMT Capital Markets Trading
Germany
P
1030
Pitcairn
Pennsylvania
FFA
1031
Founders Financial Alliance
North Carolina
MT
1032
Midwest Trust
Kansas
DA
1033
Dash Acquisitions
California
ICP
1034
Interchange Capital Partners
Pennsylvania
BCA
1035
Bay Colony Advisors
Massachusetts
CI Investments Inc
1036
CI Investments Inc
Ontario, Canada
HCM
1037
Hollencrest Capital Management
California
TIM
1038
Tortoise Investment Management
New York
SWGC
1039
Summit Wealth Group (Colorado)
Colorado
WANY
1040
Wealthspire Advisors (New York)
New York
UOTTAIMCU
1041
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
MMC
1042
Mizuho Markets Cayman
Cayman Islands
AAS
1043
Ameritas Advisory Services
Nebraska
MCI
1044
MRP Capital Investments
Georgia
WJA
1045
Willis Johnson & Associates
Texas
SS
1046
Sunbelt Securities
Texas
CLOS
1047
Compagnie Lombard Odier SCmA
Switzerland
GWSG
1048
GPS Wealth Strategies Group
Colorado
ACM
1049
Aster Capital Management
United Arab Emirates
JWM
1050
JPL Wealth Management
Colorado