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SoFi Technologies

898 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, 294 increasing their positions, 231 reducing their positions, and 78 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

0.86% more ownership

Funds ownership: 52.02%52.88% (+0.86%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
898
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
KA
501
KLCM Advisors
Wisconsin
$475K
VT
502
Vise Technologies
New York
$469K
GFPC
503
Global Financial Private Client
Florida
$463K
YCG
504
Yeomans Consulting Group
Georgia
$460K
Wellington Management Group
505
Wellington Management Group
Massachusetts
$459K
UWM
506
USAdvisors Wealth Management
Minnesota
$457K
SWP
507
Sagespring Wealth Partners
Tennessee
$452K
AWM
508
Adams Wealth Management
Utah
$450K
CI
509
CacheTech Inc
Utah
$450K
B
510
Bensler
Washington
$445K
GIA
511
Gladstone Institutional Advisory
Florida
$441K
AC
512
Avestar Capital
New York
$441K
CNWM
513
Clay Northam Wealth Management
California
$440K
RWA
514
Redhawk Wealth Advisors
Minnesota
$439K
TAM
515
Tucker Asset Management
Colorado
$438K
AFG
516
Albion Financial Group
Utah
$434K
PCA
517
Pallas Capital Advisors
Massachusetts
$433K
SC
518
Scotia Capital
Ontario, Canada
$432K
NFSG
519
Newbridge Financial Services Group
Florida
$431K
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$431K
T
521
TrueFG
Texas
$431K
RCA
522
Ranch Capital Advisors
Florida
$424K
LBWM
523
Left Brain Wealth Management
Illinois
$423K
CSP
524
Cary Street Partners
Virginia
$420K
NWM
525
Northwest Wealth Management
Iowa
$418K