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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
FWP
551
FAS Wealth Partners
Kansas
$380K -$10.8K -455 -3%
GVAG
552
Great Valley Advisor Group
Delaware
$377K +$92.8K +3,912 +38%
IG
553
IFS Group
Pennsylvania
$374K +$345K +14,528 New
SB
554
SIG Brokerage
New York
$373K +$7.95K +335 +2%
KCFA
555
Key Client Fiduciary Advisors
New Jersey
$373K +$9.94K +419 +3%
SP
556
Sherman Porfolios
Idaho
$373K +$335K +14,101 New
CFG
557
Cooper Financial Group
California
$370K -$3.99K -168 -1%
MC
558
Matisse Capital
Oregon
$367K -$1.46M -61,420 -82%
SFS
559
Sowell Financial Services
Arkansas
$367K -$165K -6,954 -33%
RMC
560
Ring Mountain Capital
California
$366K -$205K -8,649 -38%
FRM
561
Fox Run Management
Connecticut
$366K -$1.16M -49,037 -78%
TPA
562
Trivium Point Advisory
Connecticut
$363K -$22.7K -958 -7%
PSA
563
Plum Street Advisors
Louisiana
$359K +$322K +13,577 New
WFAG
564
Worth Financial Advisory Group
North Carolina
$357K -$1.78K -75 -0.6%
S
565
SignatureFD
Georgia
$357K -$86.8K -3,657 -21%
PA
566
Procyon Advisors
Connecticut
$353K +$2.61K +110 +0.8%
KFSC
567
Keystone Financial Services (Colorado)
Colorado
$344K +$1.14K +48 +0.4%
SC
568
Shay Capital
New York
$343K +$308K +13,000 New
IWM
569
IHT Wealth Management
Illinois
$342K +$307K +12,954 New
YCM
570
Yousif Capital Management
Michigan
$342K +$31.4K +1,323 +11%
Brown Advisory
571
Brown Advisory
Maryland
$342K +$119 +5 +0%
APW
572
Axim Planning & Wealth
Ohio
$342K -$64.6K -2,721 -17%
AGM
573
Alpine Global Management
New York
$341K +$306K +12,911 New
SAG
574
SageView Advisory Group
California
$341K -$11.2K -474 -4%
PF
575
Phoenix Financial
Israel
$339K +$305K +12,841 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.