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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
AF
451
Aldebaran Financial
$640K
AIM
452
Aigen Investment Management
New York
$633K
SW
453
SteelPeak Wealth
California
$627K
TCM
454
Traynor Capital Management
Pennsylvania
$624K
FCH
455
Freestone Capital Holdings
Washington
$623K
SWM
456
SeaCrest Wealth Management
New York
$621K
MF
457
Manchester Financial
California
$618K
P
458
&Partners
Tennessee
$613K
FFA
459
Farther Finance Advisors
California
$612K
VA
460
Vident Advisory
Georgia
$597K
JF
461
Joule Financial
Kentucky
$596K
EMFAT
462
Emerald Mutual Fund Advisers Trust
Pennsylvania
$592K
PAS
463
Park Avenue Securities
New York
$588K
MAS
464
Meeder Advisory Services
Ohio
$588K
BPA
465
Beacon Pointe Advisors
California
$584K
VI
466
Vestcor Inc
New Brunswick, Canada
$584K
MCM
467
Mainstay Capital Management
Michigan
$583K
AWM
468
AE Wealth Management
Kansas
$576K
CLA
469
Carnegie Lake Advisors
New Jersey
$572K
OL
470
one8zero8 LLC
North Carolina
$569K
Comerica Bank
471
Comerica Bank
Texas
$568K
FFS
472
Founders Financial Securities
Maryland
$567K
MFGM
473
Marshall Financial Group (Maryland)
Maryland
$565K
KF
474
Krilogy Financial
Missouri
$563K
CWM
475
Calamos Wealth Management
Illinois
$563K