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SoFi Technologies

886 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, 286 increasing their positions, 229 reducing their positions, and 75 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

0.8% more ownership

Funds ownership: 52%52.8% (+0.8%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
886
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
GIA
226
Gateway Investment Advisers
Ohio
$3.49M
IA
227
Intellus Advisors
Florida
$3.48M
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$3.47M
PAM
229
Pegasus Asset Management
New York
$3.44M
SW
230
Simplicity Wealth
New Jersey
$3.41M
Stifel Financial
231
Stifel Financial
Missouri
$3.4M
BHCM
232
Brevan Howard Capital Management
Jersey
$3.37M
TCM
233
Triumph Capital Management
Colorado
$3.35M
LA
234
LM Advisors
California
$3.34M
DM
235
Diker Management
New York
$3.3M
AWAU
236
Alliance Wealth Advisors (Utah)
Utah
$3.23M
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$3.21M
MA
238
Mutual Advisors
Nebraska
$3.1M
TI
239
Tidal Investments
Wisconsin
$3.08M
BFA
240
Brendel Financial Advisors
New Hampshire
$3.07M
BAAM
241
Baker Avenue Asset Management
California
$3.05M
FWP
242
Firethorn Wealth Partners
Georgia
$3M
TWM
243
Tradition Wealth Management
Minnesota
$2.99M
TGIA
244
Torrey Growth & Income Advisors
California
$2.95M
PIA
245
Perennial Investment Advisors
California
$2.95M
PP
246
PDT Partners
New York
$2.94M
SM
247
Sciencast Management
New Jersey
$2.91M
MWM
248
MFG Wealth Management
Indiana
$2.9M
CAWM
249
Capital Advisors Wealth Management
Washington
$2.88M
MFS
250
Miller Financial Services
Michigan
$2.87M