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SoFi Technologies

898 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, 294 increasing their positions, 231 reducing their positions, and 78 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

0.86% more ownership

Funds ownership: 52.02%52.88% (+0.86%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
898
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
AC
376
Allstate Corporation
Illinois
$1.09M
BBVA
377
Banco Bilbao Vizcaya Argentaria
Spain
$1.07M
CCC
378
Compass Capital Corp
Massachusetts
$1.06M
TFS
379
Thoroughbred Financial Services
Tennessee
$1.06M
BAM
380
BOCHK Asset Management
Hong Kong
$1.06M
A
381
AlphaQuest
New York
$1.05M
CBU
382
CIBC Bancorp USA
Illinois
$1.05M
CAM
383
CenterStar Asset Management
Illinois
$1.04M
MIM
384
Moseley Investment Management
Florida
$1.03M
FTUS
385
Flow Traders U.S.
New York
$1.02M
FPGK
386
Financial Partners Group (Kansas)
Kansas
$1.02M
HPG
387
Harvest Portfolios Group
Ontario, Canada
$1.01M
DC
388
Davenport & Co
Virginia
$1.01M
Lazard Asset Management
389
Lazard Asset Management
New York
$1M
AI
390
Atria Investments
North Carolina
$980K
CM
391
Castleark Management
Illinois
$978K
PWM
392
Perigon Wealth Management
California
$972K
CFG
393
Citizens Financial Group
Rhode Island
$969K
FCA
394
Fortis Capital Advisors
Kansas
$961K
CL
395
Choreo LLC
Illinois
$956K
OL
396
Owen LaRue
Kentucky
$953K
Capstone Investment Advisors
397
Capstone Investment Advisors
New York
$951K
MIG
398
McGuire Investment Group
Rhode Island
$950K
PI
399
PFG Investments
New York
$944K
VFA
400
Valeo Financial Advisors
Indiana
$933K