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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
AWA
326
Arkadios Wealth Advisors
Georgia
$1.61M
SCM
327
Sterling Capital Management
North Carolina
$1.6M
US Bancorp
328
US Bancorp
Minnesota
$1.59M
MTIM
329
Marathon Trading Investment Management
Pennsylvania
$1.58M
EF
330
Empowered Funds
Pennsylvania
$1.57M
KPWS
331
Kestra Private Wealth Services
Texas
$1.55M
HI
332
Hudock Inc
Pennsylvania
$1.55M
NL
333
NWAM LLC
Washington
$1.53M
PAG
334
Private Advisory Group
Washington
$1.52M
GIBU
335
Gulf International Bank (UK)
United Kingdom
$1.49M
MSRPS
336
Maryland State Retirement & Pension System
Maryland
$1.48M
SLWA
337
San Luis Wealth Advisors
California
$1.47M
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$1.47M
Mackenzie Financial
339
Mackenzie Financial
Ontario, Canada
$1.47M
PCM
340
PAR Capital Management
Massachusetts
$1.45M
AC
341
AXQ Capital
New Jersey
$1.44M
SC
342
Savant Capital
Illinois
$1.42M
SAM
343
Stansberry Asset Management
Texas
$1.41M
HCM
344
Howland Capital Management
Massachusetts
$1.41M
VFG
345
Victory Financial Group
Texas
$1.41M
WLG
346
Williamson Legacy Group
Indiana
$1.4M
CIBC World Market
347
CIBC World Market
Ontario, Canada
$1.37M
IMCOOI
348
Investment Management Corp of Ontario (IMCO)
Canada
$1.37M
National Bank of Canada
349
National Bank of Canada
Quebec, Canada
$1.36M
MIC
350
Means Investment Company
Maine
$1.36M