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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
PCM
501
Pointe Capital Management
Michigan
$489K
CAI
502
Capital Advisors Inc
Oklahoma
$488K +$25K +1,055 +6%
WP
503
Wealthspan Partners
Iowa
$487K -$79.6K -3,355 -15%
CMF
504
Counterpoint Mutual Funds
California
$480K +$432K +18,186 New
IC
505
IEQ Capital
California
$476K +$427K +18,003 New
KA
506
KLCM Advisors
Wisconsin
$475K +$137K +5,777 +47%
VT
507
Vise Technologies
New York
$469K -$505K -21,283 -55%
GFPC
508
Global Financial Private Client
Florida
$463K +$4.82K +203 +1%
YCG
509
Yeomans Consulting Group
Georgia
$460K +$424K +17,854 New
Wellington Management Group
510
Wellington Management Group
Massachusetts
$459K +$413K +17,384 New
UWM
511
USAdvisors Wealth Management
Minnesota
$457K +$26.7K +1,125 +7%
SWP
512
Sagespring Wealth Partners
Tennessee
$452K +$160K +6,752 +65%
AWM
513
Adams Wealth Management
Utah
$450K
CI
514
CacheTech Inc
Utah
$450K
B
515
Bensler
Washington
$445K
GIA
516
Gladstone Institutional Advisory
Florida
$441K -$174K -7,347 -31%
AC
517
Avestar Capital
New York
$441K +$50.2K +2,115 +15%
CNWM
518
Clay Northam Wealth Management
California
$440K
RWA
519
Redhawk Wealth Advisors
Minnesota
$439K +$7.36K +310 +2%
TAM
520
Tucker Asset Management
Colorado
$438K -$14.7K -619 -4%
AFG
521
Albion Financial Group
Utah
$434K
PCA
522
Pallas Capital Advisors
Massachusetts
$433K +$48.8K +2,056 +14%
SC
523
Scotia Capital
Ontario, Canada
$432K +$388K +16,341 New
NFSG
524
Newbridge Financial Services Group
Florida
$431K -$27.3K -1,152 -7%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$431K -$10.9K -459 -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.