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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
FFS
476
Founders Financial Securities
Maryland
$567K -$26.2K -1,103 -5%
MFGM
477
Marshall Financial Group (Maryland)
Maryland
$565K +$20.3K +856 +4%
KF
478
Krilogy Financial
Missouri
$563K +$176K +7,419 +66%
CWM
479
Calamos Wealth Management
Illinois
$563K +$505K +21,300 New
CIAM
480
Caitong International Asset Management
Hong Kong
$557K -$1.77M -74,670 -78%
BS
481
Banco Santander
Spain
$552K +$495K +20,879 New
CA
482
Calton & Associates
Florida
$534K -$46.2K -1,949 -9%
LSA
483
Leonteq Securities AG
Switzerland
$533K +$63.4K +2,670 +15%
ARAM
484
Ardmore Road Asset Management
New York
$528K +$475K +20,000 New
PP
485
Prudential plc
United Kingdom
$524K +$471K +19,838 New
Robeco Institutional Asset Management
486
Robeco Institutional Asset Management
Netherlands
$519K +$466K +19,630 New
PA
487
Probity Advisors
Texas
$516K -$43.6K -1,839 -9%
FA
488
Fortis Advisors
Pennsylvania
$515K -$280K -11,800 -38%
MFAM
489
Motley Fool Asset Management
Virginia
$515K +$42.9K +1,808 +10%
EAM
490
Eventide Asset Management
Massachusetts
$514K +$72K +3,035 +19%
CFS
491
Coordinated Financial Services
Colorado
$512K -$93.1K -3,925 -17%
PWM
492
Prosperity Wealth Management
California
$504K +$54.9K +2,315 +14%
TWC
493
TD Waterhouse Canada
Ontario, Canada
$504K -$82K -3,457 -15%
SFA
494
Sequoia Financial Advisors
Ohio
$504K +$187K +7,885 +71%
UM
495
UniSuper Management
Australia
$502K +$451K +19,000 New
TWM
496
Thrive Wealth Management
Pennsylvania
$501K +$450K +18,957 New
CF
497
Centaurus Financial
California
$494K +$4.49K +189 +1%
BFG
498
Bleakley Financial Group
New Jersey
$492K +$45.5K +1,919 +11%
CA
499
CoreCap Advisors
Michigan
$490K +$127K +5,356 +41%
VCP
500
Verus Capital Partners
Arizona
$490K +$11.3K +475 +3%

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,620 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.