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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
WFAG
551
Worth Financial Advisory Group
North Carolina
$357K
S
552
SignatureFD
Georgia
$357K
PA
553
Procyon Advisors
Connecticut
$353K
KFSC
554
Keystone Financial Services (Colorado)
Colorado
$344K
SC
555
Shay Capital
New York
$343K
IWM
556
IHT Wealth Management
Illinois
$342K
YCM
557
Yousif Capital Management
Michigan
$342K
Brown Advisory
558
Brown Advisory
Maryland
$342K
APW
559
Axim Planning & Wealth
Ohio
$342K
AGM
560
Alpine Global Management
New York
$341K
SAG
561
SageView Advisory Group
California
$341K
PF
562
Phoenix Financial
Israel
$339K
Envestnet Portfolio Solutions
563
Envestnet Portfolio Solutions
Illinois
$338K
MCM
564
M1 Capital Management
Michigan
$336K
UCFA
565
United Capital Financial Advisors
Texas
$335K
VWA
566
Visionary Wealth Advisors
Illinois
$334K
NW
567
NewEdge Wealth
Pennsylvania
$334K
GSIAS
568
Garden State Investment Advisory Services
New Jersey
$333K
FFWM
569
Future Financial Wealth Management
Ohio
$330K
MGP
570
Metis Global Partners
California
$329K
PWM
571
Palacios Wealth Management
Florida
$328K
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$327K
PG
573
Prostatis Group
Maryland
$324K
AAIS
574
ABN AMRO Investment Solutions
$324K
BEI
575
Benjamin Edwards Inc
Missouri
$321K