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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
BAM
376
BOCHK Asset Management
Hong Kong
$1.06M
A
377
AlphaQuest
New York
$1.05M
CBU
378
CIBC Bancorp USA
Illinois
$1.05M
CAM
379
CenterStar Asset Management
Illinois
$1.04M
MIM
380
Moseley Investment Management
Florida
$1.03M
FTUS
381
Flow Traders U.S.
New York
$1.02M
FPGK
382
Financial Partners Group (Kansas)
Kansas
$1.02M
HPG
383
Harvest Portfolios Group
Ontario, Canada
$1.01M
DC
384
Davenport & Co
Virginia
$1.01M
Lazard Asset Management
385
Lazard Asset Management
New York
$1M
AI
386
Atria Investments
North Carolina
$980K
CM
387
Castleark Management
Illinois
$978K
PWM
388
Perigon Wealth Management
California
$972K
CFG
389
Citizens Financial Group
Rhode Island
$969K
FCA
390
Fortis Capital Advisors
Kansas
$961K
CL
391
Choreo LLC
Illinois
$956K
OL
392
Owen LaRue
Kentucky
$953K
Capstone Investment Advisors
393
Capstone Investment Advisors
New York
$951K
MIG
394
McGuire Investment Group
Rhode Island
$950K
PI
395
PFG Investments
New York
$944K
VFA
396
Valeo Financial Advisors
Indiana
$933K
MP
397
Mangrove Partners
Connecticut
$925K
ASN
398
Advisory Services Network
Georgia
$915K
CW
399
CreativeOne Wealth
Kansas
$913K
RIM
400
Rakuten Investment Management
Japan
$902K