We are live on ! Find out more
SOFI icon

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
MIG
401
McGuire Investment Group
Rhode Island
$950K
PI
402
PFG Investments
New York
$944K +$126K +5,309 +17%
VFA
403
Valeo Financial Advisors
Indiana
$933K +$46.1K +1,941 +6%
MP
404
Mangrove Partners
Connecticut
$925K +$831K +35,013 New
ASN
405
Advisory Services Network
Georgia
$915K +$18.9K +798 +2%
CW
406
CreativeOne Wealth
Kansas
$913K +$246K +10,350 +43%
RIM
407
Rakuten Investment Management
Japan
$902K +$162K +6,812 New
BCI
408
Brinker Capital Investments
Pennsylvania
$896K +$201K +8,477 +33%
NP
409
NorthRock Partners
Minnesota
$890K +$388K +16,331 +94%
DT
410
Diversified Trust
Tennessee
$889K +$530K +22,321 +197%
S
411
Sunpointe
Missouri
$877K +$787K +33,183 New
FNT
412
First National Trust
Pennsylvania
$876K +$117K +4,938 +18%
LFP
413
Lakeshore Financial Planning
Michigan
$860K -$93.7K -3,950 -11%
IAA
414
Independent Advisor Alliance
North Carolina
$849K +$74.8K +3,152 +11%
WIA
415
World Investment Advisors
California
$833K +$197K +8,306 +36%
ACS
416
Archford Capital Strategies
Illinois
$830K +$783 +33 +0.1%
AFG
417
Atomi Financial Group
New York
$829K +$91K +3,836 +14%
CFM
418
Catalyst Funds Management
Australia
$823K
UB
419
UMB Bank
Missouri
$822K -$49.3K -2,079 -6%
CIBC Asset Management
420
CIBC Asset Management
Ontario, Canada
$817K +$949 +40 +0.1%
KIG
421
Kennedy Investment Group
New Jersey
$803K -$662K -27,900 -48%
ECM
422
Everence Capital Management
Indiana
$803K +$90.7K +3,822 +14%
RP
423
Regal Partners
Australia
$793K -$107K -4,506 -13%
JWCA
424
J.W. Cole Advisors
Florida
$787K +$154K +6,496 +28%
OAM
425
Oxford Asset Management
United Kingdom
$784K +$704K +29,679 New

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.