Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOFI TECHNOLOGIES INC (SOFI)

1K + Investors. Track Smart Money conviction in SOFI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +80
Streak
9Q ▲
Buyers last Q
62%

Smart Money Signals — SOFI

Based on 942 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added SOFI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
942 hedge funds hold SOFI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+273 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

606 buying366 selling
Last quarter: 606 funds were net buyers (184 opened a brand new position + 422 added to an existing one). Only 366 were sellers (262 trimmed + 104 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-53 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 117 → 116 → 237 → 184. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 26% medium ■ 32% new
393 out of 942 hedge funds have held SOFI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

151 → 117 → 116 → 237 → 184 new funds/Q
New funds entering each quarter: 117 → 116 → 237 → 184. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 13% 1-2yr ■ 37% new
Of 1,030 current holders: 511 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
44 of 942 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SOFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SOFI

How many hedge funds hold SOFI — quarterly history vs. share price
Quarterly hedge fund ownership of SOFI vs. share price

Market Analysis: SOFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOFI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

101 top-rated funds 13 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: SOFI
2026 Q1 Stats Unlock in 20 days 1K + Investors

Track Smart Money conviction in SOFI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1030 940 9.57%
13F Shares 972M 879M 10.67%
Total Value $25.33B $23.88B 6.06%
New Positions 186 242 -56
Increased Positions 540 387 +153
Closed Positions 110 86 +24
Reduced Positions 358 342 +16
Total Calls 57 46 23.91%
Total Puts 47 50 -6.0%
PUT/CALL Ratio 0.82 1.09 Neutral

Statistics: SOFI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOFI. Verified SEC 13F-HR filings.

Top 25 institutional holders of SOFI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MFG WEALTH MANAGEMENT, INC. 2.36% 179,099 $2.8M
2 MLP3, LLC 1.37% 78,515 $1.2M
3 Westbourne Investment Advisors, Inc. 1.29% 279,543 $4.4M
4 Pegasus Asset Management, Inc. 1.08% 212,786 $3.4M
5 Taylor Frigon Capital Management LLC 1.07% 118,017 $1.9M
6 Torrey Growth & Income Advisors 0.83% 126,027 $2.0M
7 Xcel Wealth Management, LLC 0.70% 158,965 $2.5M
8 FIRETHORN WEALTH PARTNERS, LLC 0.62% 106,694 $1.7M
9 STEINBERGANNA WEALTH MANAGEMENT 0.61% 80,450 $1.3M
10 Well Done, LLC 0.59% 252,100 $4.0M
11 Index Technologies Group LLC 0.58% 33,623 $534K
12 OLD SECOND NATIONAL BANK OF AURORA 0.57% 173,439 $2.8M
13 Keystone Financial Services, LLC 0.56% 52,201 $829K
14 Reynders McVeigh Capital Management, LLC 0.55% 681,794 $11K
15 Nicholas Wealth, LLC. 0.55% 49,767 $790K
16 Parkside Investments, LLC 0.54% 278,840 $4.4M
17 Ameliora Wealth Management Ltd. 0.51% 100,000 $1.6M
18 FLOYD FINANCIAL GROUP LLC 0.50% 40,122 $754K
19 SBI Securities Co., Ltd. 0.49% 1,129,297 $17.9M
20 ANDERSON HOAGLAND & CO 0.46% 335,392 $5.3M
21 Clean Yield Group 0.44% 98,433 $1.6M
22 Viewpoint Capital Management LLC 0.38% 51,817 $823K
23 Quantum Portfolio Management LLC 0.38% 54,976 $873K
24 Baker Chad R 0.36% 121,415 $1.9M
25 DECISION INVESTMENTS, INC 0.36% 20,066 $319K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SOFI TECHNOLOGIES INC (SOFI)

What does the Smart Money Trend signal show for SOFI?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added SOFI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SOFI?

More buyers than sellers — 62% buying: Last quarter: 606 funds were net buyers (184 opened a brand new position + 422 added to an existing one). Only 366 were sellers (262 trimmed + 104 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOFI holders?

Elite ownership — 43% AUM from top-100 funds: 44 of 942 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SOFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SOFI?

42% of holders stayed for 2+ years: 393 out of 942 hedge funds have held SOFI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.