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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, 293 increasing their positions, 232 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

0.84% more ownership

Funds ownership: 52.02%52.86% (+0.84%)

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
AFAS
226
Acorn Financial Advisory Services
Virginia
$3.51M
GIA
227
Gateway Investment Advisers
Ohio
$3.49M
IA
228
Intellus Advisors
Florida
$3.48M
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$3.47M
PAM
230
Pegasus Asset Management
New York
$3.44M
SW
231
Simplicity Wealth
New Jersey
$3.41M
Stifel Financial
232
Stifel Financial
Missouri
$3.4M
BHCM
233
Brevan Howard Capital Management
Jersey
$3.37M
TCM
234
Triumph Capital Management
Colorado
$3.35M
LA
235
LM Advisors
California
$3.34M
DM
236
Diker Management
New York
$3.3M
AWAU
237
Alliance Wealth Advisors (Utah)
Utah
$3.23M
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$3.21M
AF
239
Allworth Financial
California
$3.12M
MA
240
Mutual Advisors
Nebraska
$3.1M
TI
241
Tidal Investments
Wisconsin
$3.08M
BFA
242
Brendel Financial Advisors
New Hampshire
$3.07M
BAAM
243
Baker Avenue Asset Management
California
$3.05M
FWP
244
Firethorn Wealth Partners
Georgia
$3M
TWM
245
Tradition Wealth Management
Minnesota
$2.99M
TGIA
246
Torrey Growth & Income Advisors
California
$2.95M
PIA
247
Perennial Investment Advisors
California
$2.95M
PP
248
PDT Partners
New York
$2.94M
SM
249
Sciencast Management
New Jersey
$2.91M
MWM
250
MFG Wealth Management
Indiana
$2.9M