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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
SCM
576
SCS Capital Management
Massachusetts
$319K
MHR
577
Matthew Hamilton Rosenberg
$318K
DWM
578
Dynasty Wealth Management
Florida
$317K
PWP
579
Prasad Wealth Partners
Ohio
$314K
CCM
580
Coldstream Capital Management
Washington
$313K
DJYG
581
David J. Yvars Group
Florida
$312K
KeyBank National Association
582
KeyBank National Association
Ohio
$309K
WWWM
583
White Wing Wealth Management
Texas
$304K
GJWM
584
Gilliland Jeter Wealth Management
Arkansas
$304K
TVM
585
True Vision MN
Minnesota
$301K
MSFS
586
Main Street Financial Solutions
Pennsylvania
$301K
MA
587
Modus Advisors
Minnesota
$299K
MW
588
Maia Wealth
Colorado
$299K
RE
589
Rydar Equities
Texas
$298K
DS
590
DRW Securities
Illinois
$296K
LFG
591
Larson Financial Group
Missouri
$296K
PCIA
592
Prime Capital Investment Advisors
Kansas
$296K
USCWA
593
U.S. Capital Wealth Advisors
Texas
$296K
PAS
594
PKS Advisory Services
New York
$294K
CI
595
Cigna Investments
Connecticut
$291K
NAM
596
NTV Asset Management
West Virginia
$291K
GF
597
Gries Financial
Ohio
$289K
HWM
598
Horizon Wealth Management
Illinois
$288K
RG
599
Rathbones Group
United Kingdom
$287K
SCM
600
Steele Capital Management
Iowa
$284K