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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, 294 increasing their positions, 231 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

0.86% more ownership

Funds ownership: 52.02%52.88% (+0.86%)

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
GRP
301
Global Retirement Partners
California
$1.89M
CM
302
Caption Management
Oklahoma
$1.89M
XWM
303
Xcel Wealth Management
Florida
$1.87M
FA
304
Fagan Associates
New York
$1.85M
SSA
305
Schonfeld Strategic Advisors
New York
$1.85M
PCM
306
Penserra Capital Management
California
$1.83M
HI
307
Harbour Investments
Wisconsin
$1.82M
KOCAA
308
Knights of Columbus Asset Advisors
Connecticut
$1.81M
CIS
309
Custom Index Systems
New York
$1.76M
MFG
310
Merit Financial Group
Georgia
$1.75M
Jacobs Levy Equity Management
311
Jacobs Levy Equity Management
New Jersey
$1.75M
AWA
312
Alta Wealth Advisors
Massachusetts
$1.74M
SW
313
Solidarity Wealth
Utah
$1.73M
JIP
314
Jaffetilchin Investment Partners
Florida
$1.73M
SA
315
Strategic Advocates
Utah
$1.73M
AIM
316
AXA Investment Managers
France
$1.73M
HFM
317
Harvest Fund Management
China
$1.7M
LNWTC
318
Laird Norton Wetherby Trust Company
Washington
$1.7M
SIA
319
Soltis Investment Advisors
Utah
$1.7M
HIP
320
HUB Investment Partners
Texas
$1.7M
BAM
321
Belpointe Asset Management
Nevada
$1.68M
BCM
322
Bridgeway Capital Management
Texas
$1.68M
SPC
323
Sigma Planning Corp
Michigan
$1.66M
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$1.65M
SLI
325
Sumitomo Life Insurance
Japan
$1.65M