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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
WDL
176
Well Done LLC
Michigan
$6.62M
EP
177
Edgestream Partners
New Jersey
$6.25M
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$6.21M
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$6.14M
QC
180
Quadrature Capital
United Kingdom
$5.99M
CG
181
Caprock Group
Idaho
$5.95M
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$5.88M
II
183
IFM Investors
Australia
$5.81M
SWP
184
Stratos Wealth Partners
Ohio
$5.81M
Creative Planning
185
Creative Planning
Kansas
$5.81M
TD Asset Management
186
TD Asset Management
Ontario, Canada
$5.74M
DADC
187
D.A. Davidson & Co
Montana
$5.74M
CI
188
Carroll Investors
South Carolina
$5.56M
BCIM
189
British Columbia Investment Management
British Columbia, Canada
$5.55M
ECM
190
ExodusPoint Capital Management
New York
$5.51M
FA
191
Fiduciary Alliance
South Carolina
$5.5M
KA
192
Kercheville Advisors
Texas
$5.48M
KAS
193
Kestra Advisory Services
Texas
$5.36M
CGH
194
CMG Global Holdings
Texas
$5.31M
SLAM
195
Swiss Life Asset Management
$5.3M
CIG
196
Consolidated Investment Group
Colorado
$5.26M
CPC
197
Cookson Peirce & Co
Pennsylvania
$5.19M
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$5.1M
URS
199
Utah Retirement Systems
Utah
$5.01M
SWCM
200
Sullivan Wood Capital Management
District of Columbia
$5M