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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
IEFM
276
IQ EQ Fund Management
Ireland
$2.38M +$1.04M +44,027 +95%
MMA
277
Miracle Mile Advisors
California
$2.37M +$31.3K +1,318 +1%
KA
278
Kovack Advisors
Florida
$2.37M +$84.4K +3,556 +4%
QCM
279
Qsemble Capital Management
New York
$2.33M -$1.32M -55,548 -39%
CDDEC
280
Caisse Des Depots Et Consignations
France
$2.33M
Prudential Financial
281
Prudential Financial
New Jersey
$2.32M +$95.4K +4,020 +5%
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$2.29M +$2.06M +86,602 New
DF
283
Donoghue Forlines
Massachusetts
$2.25M +$2.02M +85,085 New
SI
284
Sava Infond
Slovenia
$2.25M +$1.69M +71,050 +508%
IGAM
285
iA Global Asset Management
Quebec, Canada
$2.21M +$1.98M +83,490 New
SWM
286
Steinberganna Wealth Management
New York
$2.19M +$1.97M +82,960 New
CAM
287
Covenant Asset Management
New Jersey
$2.16M +$1.94M +81,700 New
Truist Financial
288
Truist Financial
North Carolina
$2.13M -$386K -16,270 -17%
FCM
289
Firsthand Capital Management
California
$2.11M +$712K +30,000 +60%
HAG
290
HighPoint Advisor Group
Illinois
$2.1M +$131K +5,518 +7%
DFCM
291
Dark Forest Capital Management
Puerto Rico
$2.1M -$1.64M -68,964 -46%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$2.09M -$194K -8,193 -9%
SWM
293
Spire Wealth Management
Virginia
$2.08M +$202K +8,513 +12%
EMPI
294
Elo Mutual Pension Insurance
Finland
$2.05M +$1.84M +77,477 New
GCP
295
GSA Capital Partners
United Kingdom
$2.04M -$1.61M -67,867 -47%
BC
296
Burney Company
Virginia
$2.02M -$1.68M -70,669 -48%
MPPLM
297
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.01M +$305K +12,836 +20%
VCM
298
Virtue Capital Management
Tennessee
$1.96M +$145K +6,121 +9%
TFA
299
Teamwork Financial Advisors
Texas
$1.95M -$652K -27,479 -27%
Credit Agricole
300
Credit Agricole
France
$1.91M +$1.72M +72,443 New

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.