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SoFi Technologies

898 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 294 increasing their positions, 231 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more call options, than puts

Call options by funds: $3.94B | Put options by funds: $3.76B

0.86% more ownership

Funds ownership: 52.02%52.88% (+0.86%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.94B
Puts
$3.76B
Net Calls
Net Calls Change

Top Buyers

1 +$1.11B
2 +$358M
3 +$209M
4
Jane Street
Jane Street
New York
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$180M

Top Sellers

1 -$174M
2 -$171M
3 -$164M
4
Two Sigma Investments
Two Sigma Investments
New York
-$144M
5
UBS Group
UBS Group
Switzerland
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$3.52M
AFAS
227
Acorn Financial Advisory Services
Virginia
$3.51M
GIA
228
Gateway Investment Advisers
Ohio
$3.49M
IA
229
Intellus Advisors
Florida
$3.48M
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$3.47M
PAM
231
Pegasus Asset Management
New York
$3.44M
SW
232
Simplicity Wealth
New Jersey
$3.41M
Stifel Financial
233
Stifel Financial
Missouri
$3.4M
BHCM
234
Brevan Howard Capital Management
Jersey
$3.37M
TCM
235
Triumph Capital Management
Colorado
$3.35M
LA
236
LM Advisors
California
$3.34M
DM
237
Diker Management
New York
$3.3M
AWAU
238
Alliance Wealth Advisors (Utah)
Utah
$3.23M
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$3.21M
AF
240
Allworth Financial
California
$3.12M
MA
241
Mutual Advisors
Nebraska
$3.1M
TI
242
Tidal Investments
Wisconsin
$3.08M
BFA
243
Brendel Financial Advisors
New Hampshire
$3.07M
BAAM
244
Baker Avenue Asset Management
California
$3.05M
FWP
245
Firethorn Wealth Partners
Georgia
$3M
TWM
246
Tradition Wealth Management
Minnesota
$2.99M
TGIA
247
Torrey Growth & Income Advisors
California
$2.95M
PIA
248
Perennial Investment Advisors
California
$2.95M
PP
249
PDT Partners
New York
$2.94M
SM
250
Sciencast Management
New Jersey
$2.91M