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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
KFSN
351
Keystone Financial Services (Nebraska)
Nebraska
$1.36M
CWA
352
Clarus Wealth Advisors
Arizona
$1.33M
LCM
353
Laurion Capital Management
New York
$1.32M
Neuberger Berman Group
354
Neuberger Berman Group
New York
$1.32M
ACM
355
AlphaStar Capital Management
North Carolina
$1.3M
OAC
356
OMERS Administration Corp
Ontario, Canada
$1.29M
PCM
357
Polymer Capital Management
New York
$1.28M
Royal London Asset Management
358
Royal London Asset Management
United Kingdom
$1.27M
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$1.26M
PFA
360
Pathway Financial Advisers
Indiana
$1.26M
Schroder Investment Management Group
361
Schroder Investment Management Group
United Kingdom
$1.24M
M&T Bank
362
M&T Bank
New York
$1.24M
Vontobel Holding
363
Vontobel Holding
Switzerland
$1.23M
PA
364
Pinnacle Associates
New York
$1.16M
FFM
365
Forum Financial Management
Illinois
$1.15M
OIA
366
OneDigital Investment Advisors
Kansas
$1.15M
SAG
367
Susquehanna Advisors Group
Pennsylvania
$1.15M
RSA
368
River Street Advisors
Illinois
$1.15M
P
369
Paradiem
Louisiana
$1.13M
PRS
370
Pinkerton Retirement Specialists
Idaho
$1.11M
BC
371
BIT Capital
Germany
$1.11M
AC
372
Allstate Corporation
Illinois
$1.09M
BBVA
373
Banco Bilbao Vizcaya Argentaria
Spain
$1.07M
CCC
374
Compass Capital Corp
Massachusetts
$1.06M
TFS
375
Thoroughbred Financial Services
Tennessee
$1.06M