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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
BCI
401
Brinker Capital Investments
Pennsylvania
$896K
NP
402
NorthRock Partners
Minnesota
$890K
DT
403
Diversified Trust
Tennessee
$889K
S
404
Sunpointe
Missouri
$877K
FNT
405
First National Trust
Pennsylvania
$876K
LFP
406
Lakeshore Financial Planning
Michigan
$860K
IAA
407
Independent Advisor Alliance
North Carolina
$849K
WIA
408
World Investment Advisors
California
$833K
ACS
409
Archford Capital Strategies
Illinois
$830K
AFG
410
Atomi Financial Group
New York
$829K
CFM
411
Catalyst Funds Management
Australia
$823K
UB
412
UMB Bank
Missouri
$822K
CIBC Asset Management
413
CIBC Asset Management
Ontario, Canada
$817K
KIG
414
Kennedy Investment Group
New Jersey
$803K
ECM
415
Everence Capital Management
Indiana
$803K
RP
416
Regal Partners
Australia
$793K
JWCA
417
J.W. Cole Advisors
Florida
$787K
OAM
418
Oxford Asset Management
United Kingdom
$784K
RIA
419
RPG Investment Advisory
California
$762K
RWM
420
Ritholtz Wealth Management
New York
$761K
ACA
421
Aptus Capital Advisors
Alabama
$759K
BCM
422
Brookstone Capital Management
Illinois
$748K
MFA
423
Mayflower Financial Advisors
Massachusetts
$747K
VT
424
Volterra Technologies
New York
$743K
FIA
425
Foundations Investment Advisors
Arizona
$743K