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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
SWM
451
SeaCrest Wealth Management
New York
$621K
MF
452
Manchester Financial
California
$618K
P
453
&Partners
Tennessee
$613K
FFA
454
Farther Finance Advisors
California
$612K
VA
455
Vident Advisory
Georgia
$597K
JF
456
Joule Financial
Kentucky
$596K
EMFAT
457
Emerald Mutual Fund Advisers Trust
Pennsylvania
$592K
PAS
458
Park Avenue Securities
New York
$588K
MAS
459
Meeder Advisory Services
Ohio
$588K
BPA
460
Beacon Pointe Advisors
California
$584K
VI
461
Vestcor Inc
New Brunswick, Canada
$584K
AWM
462
AE Wealth Management
Kansas
$576K
CLA
463
Carnegie Lake Advisors
New Jersey
$572K
OL
464
one8zero8 LLC
North Carolina
$569K
Comerica Bank
465
Comerica Bank
Texas
$568K
FFS
466
Founders Financial Securities
Maryland
$567K
MFGM
467
Marshall Financial Group (Maryland)
Maryland
$565K
KF
468
Krilogy Financial
Missouri
$563K
CWM
469
Calamos Wealth Management
Illinois
$563K
CIAM
470
Caitong International Asset Management
Hong Kong
$557K
BS
471
Banco Santander
Spain
$552K
CA
472
Calton & Associates
Florida
$534K
ARAM
473
Ardmore Road Asset Management
New York
$528K
PP
474
Prudential plc
United Kingdom
$524K
Robeco Institutional Asset Management
475
Robeco Institutional Asset Management
Netherlands
$519K