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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
CAWM
251
Capital Advisors Wealth Management
Washington
$2.88M
MFS
252
Miller Financial Services
Michigan
$2.87M
Lido Advisors
253
Lido Advisors
California
$2.87M
VPIM
254
Vanguard Personalized Indexing Management
California
$2.77M
BFIC
255
Bedell Frazier Investment Counselling
California
$2.7M
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$2.7M
SC
257
Sepio Capital
Utah
$2.69M
Franklin Resources
258
Franklin Resources
California
$2.68M
GC
259
GatePass Capital
Ohio
$2.64M
MWM
260
Meridian Wealth Management
Kentucky
$2.6M
Swedbank
261
Swedbank
Sweden
$2.59M
VOYA Investment Management
262
VOYA Investment Management
Georgia
$2.59M
IA
263
IFP Advisors
Florida
$2.57M
Nordea Investment Management
264
Nordea Investment Management
Sweden
$2.55M
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$2.53M
CAM
266
Creekmur Asset Management
Illinois
$2.53M
MMEA
267
Main Management ETF Advisors
California
$2.48M
HCM
268
Highview Capital Management
Illinois
$2.47M
PFS
269
Prospera Financial Services
Texas
$2.47M
BCM
270
BluePath Capital Management
Georgia
$2.46M
SC
271
Slow Capital
California
$2.45M
IEFM
272
IQ EQ Fund Management
Ireland
$2.38M
MMA
273
Miracle Mile Advisors
California
$2.37M
KA
274
Kovack Advisors
Florida
$2.37M
QCM
275
Qsemble Capital Management
New York
$2.33M