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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
WC
526
Whitney & Co
New York
$399K
APM
527
Advanced Portfolio Management
New York
$396K
GAM
528
Gotham Asset Management
New York
$396K
HT
529
Headlands Technologies
Illinois
$395K
TCA
530
Transcend Capital Advisors
New Jersey
$394K
FW
531
FullCircle Wealth
Texas
$394K
DAS
532
Dynamic Advisor Solutions
Arizona
$393K
WMA
533
West Michigan Advisors
Michigan
$391K
Mirae Asset Global Investments
534
Mirae Asset Global Investments
South Korea
$388K
PTC
535
Private Trust Company
Ohio
$388K
AFP
536
Ausdal Financial Partners
Iowa
$386K
BP
537
Ballentine Partners
Massachusetts
$382K
Belvedere Trading
538
Belvedere Trading
Illinois
$381K
FWP
539
FAS Wealth Partners
Kansas
$380K
GVAG
540
Great Valley Advisor Group
Delaware
$377K
IG
541
IFS Group
Pennsylvania
$374K
SB
542
SIG Brokerage
New York
$373K
KCFA
543
Key Client Fiduciary Advisors
New Jersey
$373K
CFG
544
Cooper Financial Group
California
$370K
MC
545
Matisse Capital
Oregon
$367K
SFS
546
Sowell Financial Services
Arkansas
$367K
RMC
547
Ring Mountain Capital
California
$366K
FRM
548
Fox Run Management
Connecticut
$366K
TPA
549
Trivium Point Advisory
Connecticut
$363K
PSA
550
Plum Street Advisors
Louisiana
$359K