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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
GSIAS
576
Garden State Investment Advisory Services
New Jersey
$333K
FFWM
577
Future Financial Wealth Management
Ohio
$330K
MGP
578
Metis Global Partners
California
$329K
PWM
579
Palacios Wealth Management
Florida
$328K
WAP
580
Wealthcare Advisory Partners
Pennsylvania
$327K
PG
581
Prostatis Group
Maryland
$324K
AAIS
582
ABN AMRO Investment Solutions
$324K
BEI
583
Benjamin Edwards Inc
Missouri
$321K
SCM
584
SCS Capital Management
Massachusetts
$319K
MHR
585
Matthew Hamilton Rosenberg
$318K
DWM
586
Dynasty Wealth Management
Florida
$317K
PWP
587
Prasad Wealth Partners
Ohio
$314K
CCM
588
Coldstream Capital Management
Washington
$313K
DJYG
589
David J. Yvars Group
Florida
$312K
KeyBank National Association
590
KeyBank National Association
Ohio
$309K
WWWM
591
White Wing Wealth Management
Texas
$304K
GJWM
592
Gilliland Jeter Wealth Management
Arkansas
$304K
AMG
593
Advisors Management Group
Wisconsin
$302K
TVM
594
True Vision MN
Minnesota
$301K
MSFS
595
Main Street Financial Solutions
Pennsylvania
$301K
MA
596
Modus Advisors
Minnesota
$299K
MW
597
Maia Wealth
Colorado
$299K
RE
598
Rydar Equities
Texas
$298K
DS
599
DRW Securities
Illinois
$296K
LFG
600
Larson Financial Group
Missouri
$296K