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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
HCM
351
Howland Capital Management
Massachusetts
$1.41M +$1.27M +53,347 New
VFG
352
Victory Financial Group
Texas
$1.41M +$1.27M +53,486 New
WLG
353
Williamson Legacy Group
Indiana
$1.4M +$1.25M +52,884 New
CIBC World Market
354
CIBC World Market
Ontario, Canada
$1.37M +$789K +33,247 +178%
IMCOOI
355
Investment Management Corp of Ontario (IMCO)
Canada
$1.37M +$1.23M +51,812 New
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$1.36M +$584K +24,614 +91%
MIC
357
Means Investment Company
Maine
$1.36M -$64.8K -2,730 -5%
KFSN
358
Keystone Financial Services (Nebraska)
Nebraska
$1.36M -$23.7K -1,000 -2%
CWA
359
Clarus Wealth Advisors
Arizona
$1.33M -$739K -31,147 -37%
LCM
360
Laurion Capital Management
New York
$1.32M +$1.19M +50,000 New
Neuberger Berman Group
361
Neuberger Berman Group
New York
$1.32M +$92.1K +3,881 +8%
ACM
362
AlphaStar Capital Management
North Carolina
$1.3M -$658K -27,724 -36%
OAC
363
OMERS Administration Corp
Ontario, Canada
$1.29M
PCM
364
Polymer Capital Management
New York
$1.28M +$1.15M +48,567 New
Royal London Asset Management
365
Royal London Asset Management
United Kingdom
$1.27M +$1.14M +47,932 New
Kovitz Investment Group Partners
366
Kovitz Investment Group Partners
Illinois
$1.26M -$362K -15,254 -24%
PFA
367
Pathway Financial Advisers
Indiana
$1.26M +$5.46K +230 +0.5%
Schroder Investment Management Group
368
Schroder Investment Management Group
United Kingdom
$1.24M +$1.07M +45,068 New
M&T Bank
369
M&T Bank
New York
$1.24M -$240K -10,099 -18%
Vontobel Holding
370
Vontobel Holding
Switzerland
$1.23M -$600K -25,271 -35%
PA
371
Pinnacle Associates
New York
$1.16M -$256K -10,807 -20%
FFM
372
Forum Financial Management
Illinois
$1.15M -$3.3K -139 -0.3%
OIA
373
OneDigital Investment Advisors
Kansas
$1.15M +$264K +11,144 +34%
SAG
374
Susquehanna Advisors Group
Pennsylvania
$1.15M
RSA
375
River Street Advisors
Illinois
$1.15M -$796K -33,559 -44%

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.