SOFI icon

SoFi Technologies

907 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 297 increasing their positions, 231 reducing their positions, and 79 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

0.84% more ownership

Funds ownership: 52.01%52.85% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
907
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 +$997M
2 +$322M
3 +$188M
4
Jane Street
Jane Street
New York
+$164M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$162M

Top Sellers

1 -$156M
2 -$154M
3 -$147M
4
Two Sigma Investments
Two Sigma Investments
New York
-$129M
5
UBS Group
UBS Group
Switzerland
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Calamos Wealth Management
Illinois
$563K
CIAM
477
Caitong International Asset Management
Hong Kong
$557K
BS
478
Banco Santander
Spain
$552K
CA
479
Calton & Associates
Florida
$534K
LSA
480
Leonteq Securities AG
Switzerland
$533K
ARAM
481
Ardmore Road Asset Management
New York
$528K
PP
482
Prudential plc
United Kingdom
$524K
Robeco Institutional Asset Management
483
Robeco Institutional Asset Management
Netherlands
$519K
VCP
484
Verus Capital Partners
Arizona
$516K
PA
485
Probity Advisors
Texas
$516K
FA
486
Fortis Advisors
Pennsylvania
$515K
MFAM
487
Motley Fool Asset Management
Virginia
$515K
EAM
488
Eventide Asset Management
Massachusetts
$514K
CFS
489
Coordinated Financial Services
Colorado
$512K
PWM
490
Prosperity Wealth Management
California
$504K
TWC
491
TD Waterhouse Canada
Ontario, Canada
$504K
SFA
492
Sequoia Financial Advisors
Ohio
$504K
UM
493
UniSuper Management
Australia
$502K
TWM
494
Thrive Wealth Management
Pennsylvania
$501K
CF
495
Centaurus Financial
California
$494K
BFG
496
Bleakley Financial Group
New Jersey
$492K
CA
497
CoreCap Advisors
Michigan
$490K
PCM
498
Pointe Capital Management
Michigan
$489K
CAI
499
Capital Advisors Inc
Oklahoma
$488K
WP
500
Wealthspan Partners
Iowa
$487K