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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-78,091-37.1%132,296$3.46MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+154—154$4.02KQ4 2025Aug 28, 2026
Ensign Peak Advisors, IncSell-8,952-3.3%264,791$6.93MQ4 2025Aug 18, 2026
Pegasus Asset Management, Inc.Buy+3,284+2.5%133,659$3.50MQ4 2025Aug 06, 2026
Verus Capital Partners, LlcSell-2,575-13.9%15,958$417.78KQ4 2025Jul 09, 2026
Southern Financial Group, LlcBuy+17,840—17,840$467.05KQ4 2025Jun 18, 2026
Storebrand Asset Management AsBuy+86,702+26.1%418,333$10.95MQ4 2025May 20, 2026
Norris Financial Group, LlcSell-40,718-42.4%55,366$1.45MQ4 2025May 20, 2026
Ares Systematic Credit LtdBuy+18,684—18,684$489.15KQ4 2025May 19, 2026
Independent Financial Group, LlcBuy+803+0.5%166,866$4.37MQ4 2025May 15, 2026
Westco Advisory Services IncBuy+15,819—15,819$414.14KQ4 2025May 13, 2026
Strategic Wealth Partners, Ltd.Buy+356—356$9.32KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+37—37$969.00Q4 2025May 11, 2026
Cfg Wealth Management Services, Inc.Buy+2,901—2,901$75.95KQ4 2025May 07, 2026
Vision Retirement, LlcBuy+2,220—2,220$58.12KQ4 2025May 07, 2026
Oasis Advisors, LlcBuy+8,318—8,318$217.76KQ4 2025Apr 07, 2026
Bank Of New HampshireBuy+4,200—4,200$109.96KQ4 2025Mar 16, 2026
Osbon Capital Management LlcBuy+358—358$9.37KQ4 2025Mar 16, 2026
Hsbc Holdings PlcBuy+419,105—419,105$10.99MQ4 2025Mar 06, 2026
BaybanBuy+250—250$6.54KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+1,366—1,366$35.76KQ4 2025Mar 04, 2026
Tulsa Wealth Advisors, IncBuy+7,680—7,680$201.06KQ4 2025Mar 03, 2026
TobamBuy+1,734—1,734$45.00KQ4 2025Mar 02, 2026
Strategic Investment Solutions, Inc.Buy+1,242—1,242$32.52KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+458—458$11.99KQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+41—41$1.07KQ4 2025Feb 26, 2026
Midfirst BankBuy+13,889—13,889$27.12KQ4 2025Feb 25, 2026
Floyd Financial Group LlcBuy+38,982—38,982$741.44KQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+1,029—1,029$26.94KQ4 2025Feb 24, 2026
Phillip James Consulting Co.Buy+393—393$10.00KQ4 2025Feb 23, 2026
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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.