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SoFi Technologies

898 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, 294 increasing their positions, 231 reducing their positions, and 78 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

0.86% more ownership

Funds ownership: 52.02%52.88% (+0.86%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
898
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
SP
551
Sherman Porfolios
Idaho
$373K
CFG
552
Cooper Financial Group
California
$370K
MC
553
Matisse Capital
Oregon
$367K
SFS
554
Sowell Financial Services
Arkansas
$367K
RMC
555
Ring Mountain Capital
California
$366K
FRM
556
Fox Run Management
Connecticut
$366K
TPA
557
Trivium Point Advisory
Connecticut
$363K
PSA
558
Plum Street Advisors
Louisiana
$359K
WFAG
559
Worth Financial Advisory Group
North Carolina
$357K
S
560
SignatureFD
Georgia
$357K
PA
561
Procyon Advisors
Connecticut
$353K
KFSC
562
Keystone Financial Services (Colorado)
Colorado
$344K
SC
563
Shay Capital
New York
$343K
IWM
564
IHT Wealth Management
Illinois
$342K
YCM
565
Yousif Capital Management
Michigan
$342K
Brown Advisory
566
Brown Advisory
Maryland
$342K
APW
567
Axim Planning & Wealth
Ohio
$342K
AGM
568
Alpine Global Management
New York
$341K
SAG
569
SageView Advisory Group
California
$341K
PF
570
Phoenix Financial
Israel
$339K
Envestnet Portfolio Solutions
571
Envestnet Portfolio Solutions
Illinois
$338K
MCM
572
M1 Capital Management
Michigan
$336K
UCFA
573
United Capital Financial Advisors
Texas
$335K
VWA
574
Visionary Wealth Advisors
Illinois
$334K
NW
575
NewEdge Wealth
Pennsylvania
$334K