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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
CMTU
301
Capital Markets Trading (UK)
United Kingdom
$1.91M +$45.5K +1,918 +3%
IWC
302
Integrated Wealth Concepts
Massachusetts
$1.91M +$243K +10,248 +17%
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$1.9M +$1.35M +56,967 +385%
GRP
304
Global Retirement Partners
California
$1.89M -$762K -32,117 -31%
CM
305
Caption Management
Oklahoma
$1.89M
XWM
306
Xcel Wealth Management
Florida
$1.87M +$9.3K +392 +0.6%
FA
307
Fagan Associates
New York
$1.85M +$1.2M +50,444 +259%
SSA
308
Schonfeld Strategic Advisors
New York
$1.85M -$22.5M -947,047 -93%
PCM
309
Penserra Capital Management
California
$1.83M +$1.07M +45,032 +187%
HI
310
Harbour Investments
Wisconsin
$1.82M -$4.32K -182 -0.3%
KOCAA
311
Knights of Columbus Asset Advisors
Connecticut
$1.81M +$1.63M +68,518 New
CIS
312
Custom Index Systems
New York
$1.76M +$1.58M +66,651 New
MFG
313
Merit Financial Group
Georgia
$1.75M +$1.03M +43,404 +189%
Jacobs Levy Equity Management
314
Jacobs Levy Equity Management
New Jersey
$1.75M +$1.57M +66,207 New
AWA
315
Alta Wealth Advisors
Massachusetts
$1.74M +$1.57M +65,969 New
SW
316
Solidarity Wealth
Utah
$1.73M
JIP
317
Jaffetilchin Investment Partners
Florida
$1.73M -$79.3K -3,341 -5%
SA
318
Strategic Advocates
Utah
$1.73M -$163K -6,890 -10%
AIM
319
AXA Investment Managers
France
$1.73M +$1.55M +65,325 New
HFM
320
Harvest Fund Management
China
$1.7M +$1.04M +43,932 +213%
LNWTC
321
Laird Norton Wetherby Trust Company
Washington
$1.7M
SIA
322
Soltis Investment Advisors
Utah
$1.7M +$854K +35,989 +127%
HIP
323
HUB Investment Partners
Texas
$1.7M -$386K -16,255 -20%
BAM
324
Belpointe Asset Management
Nevada
$1.68M -$304K -12,822 -17%
BCM
325
Bridgeway Capital Management
Texas
$1.68M +$1.51M +63,700 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.