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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
VCP
476
Verus Capital Partners
Arizona
$516K
PA
477
Probity Advisors
Texas
$516K
FA
478
Fortis Advisors
Pennsylvania
$515K
MFAM
479
Motley Fool Asset Management
Virginia
$515K
EAM
480
Eventide Asset Management
Massachusetts
$514K
CFS
481
Coordinated Financial Services
Colorado
$512K
PWM
482
Prosperity Wealth Management
California
$504K
TWC
483
TD Waterhouse Canada
Ontario, Canada
$504K
SFA
484
Sequoia Financial Advisors
Ohio
$504K
UM
485
UniSuper Management
Australia
$502K
TWM
486
Thrive Wealth Management
Pennsylvania
$501K
CF
487
Centaurus Financial
California
$494K
BFG
488
Bleakley Financial Group
New Jersey
$492K
CA
489
CoreCap Advisors
Michigan
$490K
PCM
490
Pointe Capital Management
Michigan
$489K
CAI
491
Capital Advisors Inc
Oklahoma
$488K
WP
492
Wealthspan Partners
Iowa
$487K
CMF
493
Counterpoint Mutual Funds
California
$480K
IC
494
IEQ Capital
California
$476K
KA
495
KLCM Advisors
Wisconsin
$475K
VT
496
Vise Technologies
New York
$469K
GFPC
497
Global Financial Private Client
Florida
$463K
YCG
498
Yeomans Consulting Group
Georgia
$460K
Wellington Management Group
499
Wellington Management Group
Massachusetts
$459K
UWM
500
USAdvisors Wealth Management
Minnesota
$457K