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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
SB
551
SIG Brokerage
New York
$373K
KCFA
552
Key Client Fiduciary Advisors
New Jersey
$373K
SP
553
Sherman Porfolios
Idaho
$373K
CFG
554
Cooper Financial Group
California
$370K
MC
555
Matisse Capital
Oregon
$367K
SFS
556
Sowell Financial Services
Arkansas
$367K
RMC
557
Ring Mountain Capital
California
$366K
FRM
558
Fox Run Management
Connecticut
$366K
TPA
559
Trivium Point Advisory
Connecticut
$363K
PSA
560
Plum Street Advisors
Louisiana
$359K
WFAG
561
Worth Financial Advisory Group
North Carolina
$357K
S
562
SignatureFD
Georgia
$357K
PA
563
Procyon Advisors
Connecticut
$353K
KFSC
564
Keystone Financial Services (Colorado)
Colorado
$344K
SC
565
Shay Capital
New York
$343K
IWM
566
IHT Wealth Management
Illinois
$342K
YCM
567
Yousif Capital Management
Michigan
$342K
Brown Advisory
568
Brown Advisory
Maryland
$342K
APW
569
Axim Planning & Wealth
Ohio
$342K
AGM
570
Alpine Global Management
New York
$341K
SAG
571
SageView Advisory Group
California
$341K
PF
572
Phoenix Financial
Israel
$339K
Envestnet Portfolio Solutions
573
Envestnet Portfolio Solutions
Illinois
$338K
MCM
574
M1 Capital Management
Michigan
$336K
UCFA
575
United Capital Financial Advisors
Texas
$335K