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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
T
526
TrueFG
Texas
$431K
RCA
527
Ranch Capital Advisors
Florida
$424K -$216K -9,110 -36%
LBWM
528
Left Brain Wealth Management
Illinois
$423K +$380K +16,000 New
CSP
529
Cary Street Partners
Virginia
$420K -$145K -6,121 -28%
NWM
530
Northwest Wealth Management
Iowa
$418K +$1.4K +59 +0.4%
PS
531
Principal Securities
Iowa
$415K +$39.9K +1,681 +12%
FA
532
Fermata Advisors
California
$415K
SWA
533
Stratos Wealth Advisors
Ohio
$409K -$114K -4,800 -24%
SFI
534
Siemens Fonds Invest
Germany
$407K +$366K +15,416 New
MAG
535
Mayfair Advisory Group
Alabama
$404K
PCM
536
Prelude Capital Management
New York
$402K +$361K +15,216 New
DWM
537
Diversify Wealth Management
Utah
$399K -$137K -5,765 -31%
WC
538
Whitney & Co
New York
$399K
APM
539
Advanced Portfolio Management
New York
$396K +$356K +15,000 New
GAM
540
Gotham Asset Management
New York
$396K
HT
541
Headlands Technologies
Illinois
$395K -$1.96M -82,389 -85%
TCA
542
Transcend Capital Advisors
New Jersey
$394K +$109K +4,574 +44%
FW
543
FullCircle Wealth
Texas
$394K
DAS
544
Dynamic Advisor Solutions
Arizona
$393K -$63.1K -2,660 -15%
WMA
545
West Michigan Advisors
Michigan
$391K +$351K +14,803 New
Mirae Asset Global Investments
546
Mirae Asset Global Investments
South Korea
$388K +$265K +11,168 +316%
PTC
547
Private Trust Company
Ohio
$388K +$168K +7,076 +93%
AFP
548
Ausdal Financial Partners
Iowa
$386K -$18.2K -765 -5%
BP
549
Ballentine Partners
Massachusetts
$382K +$5.7K +240 +2%
Belvedere Trading
550
Belvedere Trading
Illinois
$381K +$342K +14,418 New

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.