SOFI TECHNOLOGIES INC (SOFI) Institutional Ownership Changes & 13F Activity
SOFI TECHNOLOGIES INC (SOFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Storebrand Asset Management As, Op Asset Management Ltd, Norris Financial Group, Llc, and Floyd Financial Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -78,091 | -37.1% | 132,296 | $3.46M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +154 | — | 154 | $4.02K | Q4 2025 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Sell | -8,952 | -3.3% | 264,791 | $6.93M | Q4 2025 | Aug 18, 2026 |
| Pegasus Asset Management, Inc. | Buy | +3,284 | +2.5% | 133,659 | $3.50M | Q4 2025 | Aug 06, 2026 |
| Verus Capital Partners, Llc | Sell | -2,575 | -13.9% | 15,958 | $417.78K | Q4 2025 | Jul 09, 2026 |
| Southern Financial Group, Llc | Buy | +17,840 | — | 17,840 | $467.05K | Q4 2025 | Jun 18, 2026 |
| Storebrand Asset Management As | Buy | +86,702 | +26.1% | 418,333 | $10.95M | Q4 2025 | May 20, 2026 |
| Norris Financial Group, Llc | Sell | -40,718 | -42.4% | 55,366 | $1.45M | Q4 2025 | May 20, 2026 |
| Ares Systematic Credit Ltd | Buy | +18,684 | — | 18,684 | $489.15K | Q4 2025 | May 19, 2026 |
| Independent Financial Group, Llc | Buy | +803 | +0.5% | 166,866 | $4.37M | Q4 2025 | May 15, 2026 |
| Westco Advisory Services Inc | Buy | +15,819 | — | 15,819 | $414.14K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +356 | — | 356 | $9.32K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +37 | — | 37 | $969.00 | Q4 2025 | May 11, 2026 |
| Cfg Wealth Management Services, Inc. | Buy | +2,901 | — | 2,901 | $75.95K | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +2,220 | — | 2,220 | $58.12K | Q4 2025 | May 07, 2026 |
| Oasis Advisors, Llc | Buy | +8,318 | — | 8,318 | $217.76K | Q4 2025 | Apr 07, 2026 |
| Bank Of New Hampshire | Buy | +4,200 | — | 4,200 | $109.96K | Q4 2025 | Mar 16, 2026 |
| Osbon Capital Management Llc | Buy | +358 | — | 358 | $9.37K | Q4 2025 | Mar 16, 2026 |
| Hsbc Holdings Plc | Buy | +419,105 | — | 419,105 | $10.99M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +250 | — | 250 | $6.54K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +1,366 | — | 1,366 | $35.76K | Q4 2025 | Mar 04, 2026 |
| Tulsa Wealth Advisors, Inc | Buy | +7,680 | — | 7,680 | $201.06K | Q4 2025 | Mar 03, 2026 |
| Tobam | Buy | +1,734 | — | 1,734 | $45.00K | Q4 2025 | Mar 02, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +1,242 | — | 1,242 | $32.52K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +458 | — | 458 | $11.99K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +41 | — | 41 | $1.07K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +13,889 | — | 13,889 | $27.12K | Q4 2025 | Feb 25, 2026 |
| Floyd Financial Group Llc | Buy | +38,982 | — | 38,982 | $741.44K | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +1,029 | — | 1,029 | $26.94K | Q4 2025 | Feb 24, 2026 |
| Phillip James Consulting Co. | Buy | +393 | — | 393 | $10.00K | Q4 2025 | Feb 23, 2026 |
Frequently asked questions about SOFI activity
Which institutional owners are buying SOFI?
Institutional owners buying SOFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SOFI activity?
"Buy" means an investor increased their reported position in SOFI compared to the prior reporting period. This reflects growing exposure to SOFI TECHNOLOGIES INC (SOFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SOFI increasing?
Institutional interest in SOFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SOFI Institutional Insights
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- SOFI Insider Trading & SEC Form 4 Activity
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