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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
VWA
576
Visionary Wealth Advisors
Illinois
$334K
NW
577
NewEdge Wealth
Pennsylvania
$334K
GSIAS
578
Garden State Investment Advisory Services
New Jersey
$333K
FFWM
579
Future Financial Wealth Management
Ohio
$330K
MGP
580
Metis Global Partners
California
$329K
PWM
581
Palacios Wealth Management
Florida
$328K
WAP
582
Wealthcare Advisory Partners
Pennsylvania
$327K
PG
583
Prostatis Group
Maryland
$324K
AAIS
584
ABN AMRO Investment Solutions
$324K
BEI
585
Benjamin Edwards Inc
Missouri
$321K
SCM
586
SCS Capital Management
Massachusetts
$319K
MHR
587
Matthew Hamilton Rosenberg
$318K
SWGC
588
Summit Wealth Group (Colorado)
Colorado
$318K
DWM
589
Dynasty Wealth Management
Florida
$317K
PWP
590
Prasad Wealth Partners
Ohio
$314K
CCM
591
Coldstream Capital Management
Washington
$313K
DJYG
592
David J. Yvars Group
Florida
$312K
KeyBank National Association
593
KeyBank National Association
Ohio
$309K
WWWM
594
White Wing Wealth Management
Texas
$304K
GJWM
595
Gilliland Jeter Wealth Management
Arkansas
$304K
AMG
596
Advisors Management Group
Wisconsin
$302K
TVM
597
True Vision MN
Minnesota
$301K
MSFS
598
Main Street Financial Solutions
Pennsylvania
$301K
MA
599
Modus Advisors
Minnesota
$299K
MW
600
Maia Wealth
Colorado
$299K