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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
NL
326
NWAM LLC
Washington
$1.67M -$108K -4,549 -7%
SPC
327
Sigma Planning Corp
Michigan
$1.66M +$47.4K +1,997 +3%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$1.65M +$165K +6,959 +13%
SLI
329
Sumitomo Life Insurance
Japan
$1.65M +$1.48M +62,431 New
Manulife (Manufacturers Life Insurance)
330
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M +$96.8K +4,078 +7%
PNC Financial Services Group
331
PNC Financial Services Group
Pennsylvania
$1.63M -$549K -23,138 -27%
AB
332
Amalgamated Bank
New York
$1.63M +$74.4K +3,137 +5%
MC
333
Machina Capital
France
$1.62M +$1.15M +48,390 +377%
AWA
334
Arkadios Wealth Advisors
Georgia
$1.61M -$82.6K -3,481 -5%
BCM
335
BluePath Capital Management
Georgia
$1.61M +$15.2K +641 +1%
SCM
336
Sterling Capital Management
North Carolina
$1.6M -$15K -633 -1%
US Bancorp
337
US Bancorp
Minnesota
$1.59M +$539K +22,721 +61%
MTIM
338
Marathon Trading Investment Management
Pennsylvania
$1.58M +$956K +40,300 +206%
EF
339
Empowered Funds
Pennsylvania
$1.57M +$504K +21,236 +56%
KPWS
340
Kestra Private Wealth Services
Texas
$1.55M -$230K -9,709 -14%
HI
341
Hudock Inc
Pennsylvania
$1.55M -$112K -4,732 -7%
PAG
342
Private Advisory Group
Washington
$1.52M +$1.36M +57,356 New
GIBU
343
Gulf International Bank (UK)
United Kingdom
$1.49M +$1.34M +56,483 New
MSRPS
344
Maryland State Retirement & Pension System
Maryland
$1.48M +$159K +6,681 +14%
SLWA
345
San Luis Wealth Advisors
California
$1.47M -$52.3K -2,202 -4%
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
$1.47M +$342K +14,395 +35%
Mackenzie Financial
347
Mackenzie Financial
Ontario, Canada
$1.47M +$1.32M +55,471 New
PCM
348
PAR Capital Management
Massachusetts
$1.45M
AC
349
AXQ Capital
New Jersey
$1.44M -$1.57M -66,096 -55%
SAM
350
Stansberry Asset Management
Texas
$1.41M +$1.27M +53,406 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.