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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
RIA
426
RPG Investment Advisory
California
$762K -$14.2K -600 -2%
RWM
427
Ritholtz Wealth Management
New York
$761K +$683K +28,801 New
ACA
428
Aptus Capital Advisors
Alabama
$759K -$55.2K -2,326 -7%
FIA
429
FNY Investment Advisers
New York
$756K +$679K +28,621 +220,162%
BCM
430
Brookstone Capital Management
Illinois
$748K -$807K -34,015 -55%
MFA
431
Mayflower Financial Advisors
Massachusetts
$747K -$50.5K -2,127 -7%
VT
432
Volterra Technologies
New York
$743K +$667K +28,123 New
FIA
433
Foundations Investment Advisors
Arizona
$743K +$28.2K +1,187 +4%
CMI
434
Clare Market Investments
Texas
$741K +$665K +28,035 New
CFO
435
Callan Family Office
Pennsylvania
$740K -$44.8K -1,887 -6%
PVI
436
Pine Valley Investments
New Jersey
$731K +$168K +7,085 +34%
LFAS
437
Level Four Advisory Services
Texas
$721K -$137K -5,774 -17%
IA
438
Integrity Alliance
Iowa
$720K -$13K -548 -2%
SG
439
StoneX Group
New York
$718K +$348K +14,650 +117%
N
440
Numerai
California
$700K -$122K -5,134 -16%
MOS
441
MGO One Seven
Ohio
$697K +$192K +8,082 +44%
RS
442
R Squared
Hong Kong
$693K -$76.8K -3,236 -11%
MIM
443
MetLife Investment Management
New Jersey
$693K +$44.9K +1,891 +8%
EWA
444
Emergent Wealth Advisors
New York
$693K +$427 +18 +0.1%
HCP
445
Hexagon Capital Partners
Arkansas
$692K -$50.3K -2,121 -7%
LOAMS
446
Lombard Odier Asset Management (Switzerland)
Switzerland
$687K +$617K +26,000 New
WPC
447
Wedmont Private Capital
Pennsylvania
$678K +$61.5K +2,593 +12%
TRCT
448
Tower Research Capital (TRC)
New York
$677K -$609K -25,651 -50%
SPIA
449
Steward Partners Investment Advisory
New York
$676K +$35.9K +1,511 +6%
MF
450
Magnetar Financial
Illinois
$675K +$607K +25,566 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.