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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
AGFVA
26
Accel Growth Fund V Associates
California
$108M
Millennium Management
27
Millennium Management
New York
$107M -$28.2M -1,190,422 -23%
N
28
Nuveen
North Carolina
$106M +$3.84M +161,977 +4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$103M +$22.6M +954,359 +32%
Goldman Sachs
30
Goldman Sachs
New York
$99M -$33.3M -1,403,037 -27%
UBS AM
31
UBS AM
Illinois
$96.1M +$554K +23,341 +0.6%
Citadel Advisors
32
Citadel Advisors
Florida
$91.1M -$99.8M -4,207,654 -55%
WorldQuant Millennium Advisors
33
WorldQuant Millennium Advisors
New York
$88.7M +$71.4M +3,008,670 +863%
First Trust Advisors
34
First Trust Advisors
Illinois
$87.7M -$14.9M -628,589 -16%
Swiss National Bank
35
Swiss National Bank
Switzerland
$84.2M +$28.4M +1,196,000 +60%
Citigroup
36
Citigroup
New York
$79.8M -$4.19M -176,718 -6%
MMA
37
Mizuho Markets Americas
New York
$73.3M +$42.7M +1,798,389 +184%
Squarepoint
38
Squarepoint
New York
$66.5M -$809K -34,085 -1%
LPL Financial
39
LPL Financial
California
$62M +$5.1M +215,127 +10%
CF
40
Cantor Fitzgerald
New York
$61.4M +$29.8M +1,254,268 +117%
IMC Chicago
41
IMC Chicago
Illinois
$61M +$40.9M +1,721,611 +293%
Deutsche Bank
42
Deutsche Bank
Germany
$60.5M -$10.1M -426,879 -16%
PCM
43
Patient Capital Management
Maryland
$59.6M -$21.4M -903,365 -29%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$57.1M +$390K +16,438 +0.8%
HF
45
HRT Financial
New York
$56.9M +$10.2M +430,721 +25%
Legal & General Group
46
Legal & General Group
United Kingdom
$56.6M +$22.8M +960,794 +81%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$54.7M +$4.64M +195,388 +10%
QC
48
Quadrature Capital
United Kingdom
$54.3M -$101M -4,274,172 -68%
Invesco
49
Invesco
Georgia
$49.2M +$8.34M +351,607 +23%
Ameriprise
50
Ameriprise
Minnesota
$48.5M -$5.61M -236,405 -11%

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,619 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.