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SoFi Technologies

912 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 255 funds opening new positions, 298 increasing their positions, 233 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 79

60% more capital invested

Capital invested by funds: $10.5B → $16.7B (+$6.26B)

28% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 233

22% more funds holding

Funds holding: 745912 (+167)

5% more call options, than puts

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

0.84% more ownership

Funds ownership: 52.06%52.9% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
912
Holders Change
+167
Holders Change %
+22.42%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
255
Increased
298
Reduced
233
Closed
79
Calls
$3.94B
Puts
$3.76B
Net Calls
+$179M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$3.6M -$745K -31,414 -19%
N
227
Natixis
France
$3.59M +$3.22M +135,898 New
HighTower Advisors
228
HighTower Advisors
Illinois
$3.52M -$997K -42,024 -24%
AFAS
229
Acorn Financial Advisory Services
Virginia
$3.51M -$40.7K -1,717 -1%
GIA
230
Gateway Investment Advisers
Ohio
$3.49M +$3.13M +132,000 New
IA
231
Intellus Advisors
Florida
$3.48M -$221K -9,317 -7%
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$3.47M +$1.61M +67,894 +107%
PAM
233
Pegasus Asset Management
New York
$3.44M +$21.9K +924 +0.7%
SW
234
Simplicity Wealth
New Jersey
$3.41M +$2.57M +108,476 +524%
Stifel Financial
235
Stifel Financial
Missouri
$3.4M +$2.54M +107,013 +494%
BHCM
236
Brevan Howard Capital Management
Jersey
$3.37M -$1.57M -66,327 -34%
TCM
237
Triumph Capital Management
Colorado
$3.35M +$465K +19,590 +18%
LA
238
LM Advisors
California
$3.34M -$192K -8,097 -6%
DM
239
Diker Management
New York
$3.3M +$2.97M +125,000 New
AWAU
240
Alliance Wealth Advisors (Utah)
Utah
$3.23M +$973 +41 +0%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$3.21M -$242K -10,217 -8%
AF
242
Allworth Financial
California
$3.12M +$2.23M +93,892 +391%
MA
243
Mutual Advisors
Nebraska
$3.1M +$2.29M +96,594 +704%
TI
244
Tidal Investments
Wisconsin
$3.08M +$600K +25,277 +28%
BFA
245
Brendel Financial Advisors
New Hampshire
$3.07M -$540K -22,741 -16%
BAAM
246
Baker Avenue Asset Management
California
$3.05M +$2.74M +115,475 New
FWP
247
Firethorn Wealth Partners
Georgia
$3M -$3.35M -141,096 -55%
TWM
248
Tradition Wealth Management
Minnesota
$2.99M +$757K +31,898 +39%
TGIA
249
Torrey Growth & Income Advisors
California
$2.95M +$2.65M +111,597 New
PIA
250
Perennial Investment Advisors
California
$2.95M -$1.02K -43 -0%

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q3 2025, worth a combined $16.7B — up 60% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new SOFI positions and 79 closed out — a net gain of 176 holders — while 298 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $997M. The largest seller was Marshall Wace, cutting an estimated $156M.

  • 912 institutional investors held SoFi Technologies (SOFI) as of Q3 2025, up from 745 in Q2 2025.
  • Funds reported $16.7B of SoFi Technologies stock for Q3 2025, up 60% quarter-over-quarter.
  • 255 funds opened new SoFi Technologies positions in Q3 2025 and 79 closed out, a net change of +176 holders.
  • The largest SoFi Technologies buyer in Q3 2025 was JP Morgan Chase, an estimated $997M added.
  • The largest SoFi Technologies seller in Q3 2025 was Marshall Wace, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2025.