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
CMF
501
Counterpoint Mutual Funds
California
$480K
IC
502
IEQ Capital
California
$476K
KA
503
KLCM Advisors
Wisconsin
$475K
VT
504
Vise Technologies
New York
$469K
GFPC
505
Global Financial Private Client
Florida
$463K
YCG
506
Yeomans Consulting Group
Georgia
$460K
Wellington Management Group
507
Wellington Management Group
Massachusetts
$459K
UWM
508
USAdvisors Wealth Management
Minnesota
$457K
SWP
509
Sagespring Wealth Partners
Tennessee
$452K
CI
510
CacheTech Inc
Utah
$450K
AWM
511
Adams Wealth Management
Utah
$450K
B
512
Bensler
Washington
$445K
GIA
513
Gladstone Institutional Advisory
Florida
$441K
AC
514
Avestar Capital
New York
$441K
CNWM
515
Clay Northam Wealth Management
California
$440K
RWA
516
Redhawk Wealth Advisors
Minnesota
$439K
TAM
517
Tucker Asset Management
Colorado
$438K
AFG
518
Albion Financial Group
Utah
$434K
PCA
519
Pallas Capital Advisors
Massachusetts
$433K
SC
520
Scotia Capital
Ontario, Canada
$432K
NFSG
521
Newbridge Financial Services Group
Florida
$431K
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$431K
T
523
TrueFG
Texas
$431K
RCA
524
Ranch Capital Advisors
Florida
$424K
LBWM
525
Left Brain Wealth Management
Illinois
$423K