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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
MP
401
Mangrove Partners
Connecticut
$925K
ASN
402
Advisory Services Network
Georgia
$915K
CW
403
CreativeOne Wealth
Kansas
$913K
RIM
404
Rakuten Investment Management
Japan
$902K
BCI
405
Brinker Capital Investments
Pennsylvania
$896K
NP
406
NorthRock Partners
Minnesota
$890K
DT
407
Diversified Trust
Tennessee
$889K
S
408
Sunpointe
Missouri
$877K
FNT
409
First National Trust
Pennsylvania
$876K
LFP
410
Lakeshore Financial Planning
Michigan
$860K
IAA
411
Independent Advisor Alliance
North Carolina
$849K
WIA
412
World Investment Advisors
California
$833K
ACS
413
Archford Capital Strategies
Illinois
$830K
AFG
414
Atomi Financial Group
New York
$829K
CFM
415
Catalyst Funds Management
Australia
$823K
UB
416
UMB Bank
Missouri
$822K
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$817K
KIG
418
Kennedy Investment Group
New Jersey
$803K
ECM
419
Everence Capital Management
Indiana
$803K
RP
420
Regal Partners
Australia
$793K
JWCA
421
J.W. Cole Advisors
Florida
$787K
OAM
422
Oxford Asset Management
United Kingdom
$784K
RIA
423
RPG Investment Advisory
California
$762K
RWM
424
Ritholtz Wealth Management
New York
$761K
ACA
425
Aptus Capital Advisors
Alabama
$759K