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SoFi Technologies

975 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, 425 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: 906975 (+69)

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
975
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
HSA
1026
HBK Sorce Advisory
Pennsylvania
PG
1027
Patten Group
Tennessee
CCMT
1028
CMT Capital Markets Trading
Germany
P
1029
Pitcairn
Pennsylvania
FFA
1030
Founders Financial Alliance
North Carolina
MT
1031
Midwest Trust
Kansas
DA
1032
Dash Acquisitions
California
ICP
1033
Interchange Capital Partners
Pennsylvania
BCA
1034
Bay Colony Advisors
Massachusetts
CI Investments Inc
1035
CI Investments Inc
Ontario, Canada
HCM
1036
Hollencrest Capital Management
California
TIM
1037
Tortoise Investment Management
New York
SWGC
1038
Summit Wealth Group (Colorado)
Colorado
WANY
1039
Wealthspire Advisors (New York)
New York
UOTTAIMCU
1040
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
MMC
1041
Mizuho Markets Cayman
Cayman Islands
AAS
1042
Ameritas Advisory Services
Nebraska
MCI
1043
MRP Capital Investments
Georgia
WJA
1044
Willis Johnson & Associates
Texas
SS
1045
Sunbelt Securities
Texas
CLOS
1046
Compagnie Lombard Odier SCmA
Switzerland
GWSG
1047
GPS Wealth Strategies Group
Colorado
ACM
1048
Aster Capital Management
United Arab Emirates
JWM
1049
JPL Wealth Management
Colorado
SIC
1050
Salem Investment Counselors
North Carolina