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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
DF
276
Donoghue Forlines
Massachusetts
$2.25M
SI
277
Sava Infond
Slovenia
$2.25M
IGAM
278
iA Global Asset Management
Quebec, Canada
$2.21M
SWM
279
Steinberganna Wealth Management
New York
$2.19M
CAM
280
Covenant Asset Management
New Jersey
$2.16M
Truist Financial
281
Truist Financial
North Carolina
$2.13M
FCM
282
Firsthand Capital Management
California
$2.11M
HAG
283
HighPoint Advisor Group
Illinois
$2.1M
DFCM
284
Dark Forest Capital Management
Puerto Rico
$2.1M
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$2.09M
SWM
286
Spire Wealth Management
Virginia
$2.08M
EMPI
287
Elo Mutual Pension Insurance
Finland
$2.05M
GCP
288
GSA Capital Partners
United Kingdom
$2.04M
BC
289
Burney Company
Virginia
$2.02M
MPPLM
290
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.01M
VCM
291
Virtue Capital Management
Tennessee
$1.96M
TFA
292
Teamwork Financial Advisors
Texas
$1.95M
Credit Agricole
293
Credit Agricole
France
$1.91M
CMTU
294
Capital Markets Trading (UK)
United Kingdom
$1.91M
IWC
295
Integrated Wealth Concepts
Massachusetts
$1.91M
HCMT
296
Highland Capital Management (Tennessee)
Tennessee
$1.9M
GRP
297
Global Retirement Partners
California
$1.89M
CM
298
Caption Management
Oklahoma
$1.89M
XWM
299
Xcel Wealth Management
Florida
$1.87M
FA
300
Fagan Associates
New York
$1.85M