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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
SWP
501
Sagespring Wealth Partners
Tennessee
$452K
AWM
502
Adams Wealth Management
Utah
$450K
CI
503
CacheTech Inc
Utah
$450K
B
504
Bensler
Washington
$445K
GIA
505
Gladstone Institutional Advisory
Florida
$441K
AC
506
Avestar Capital
New York
$441K
CNWM
507
Clay Northam Wealth Management
California
$440K
RWA
508
Redhawk Wealth Advisors
Minnesota
$439K
AFG
509
Albion Financial Group
Utah
$434K
PCA
510
Pallas Capital Advisors
Massachusetts
$433K
SC
511
Scotia Capital
Ontario, Canada
$432K
NFSG
512
Newbridge Financial Services Group
Florida
$431K
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$431K
T
514
TrueFG
Texas
$431K
RCA
515
Ranch Capital Advisors
Florida
$424K
LBWM
516
Left Brain Wealth Management
Illinois
$423K
CSP
517
Cary Street Partners
Virginia
$420K
NWM
518
Northwest Wealth Management
Iowa
$418K
PS
519
Principal Securities
Iowa
$415K
FA
520
Fermata Advisors
California
$415K
SWA
521
Stratos Wealth Advisors
Ohio
$409K
SFI
522
Siemens Fonds Invest
Germany
$407K
MAG
523
Mayfair Advisory Group
Alabama
$404K
PCM
524
Prelude Capital Management
New York
$402K
DWM
525
Diversify Wealth Management
Utah
$399K