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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
ATPW
601
Ashton Thomas Private Wealth
Arizona
$284K
AAP
602
Arax Advisory Partners
Colorado
$282K
MPWS
603
McCarter Private Wealth Services
Massachusetts
$282K
JCM
604
Jacobi Capital Management
Pennsylvania
$279K
VVP
605
Venture Visionary Partners
Ohio
$277K
PIA
606
Panoramic Investment Advisors
Colorado
$276K
GS
607
GTS Securities
New York
$270K
AW
608
Avion Wealth
Texas
$270K
IAS
609
Insigneo Advisory Services
Florida
$268K
MWM
610
Meadowbrook Wealth Management
New York
$266K
RWA
611
Rooted Wealth Advisors
Illinois
$265K
OHWP
612
Oak Harbor Wealth Partners
North Carolina
$264K
TWM
613
Trueblood Wealth Management
Ohio
$264K
ECM
614
Evergreen Capital Management
Washington
$263K
AGA
615
Accuvest Global Advisors
Utah
$257K
AWM
616
Apollon Wealth Management
South Carolina
$255K
CIA
617
Capital Investment Advisors
Georgia
$253K
GI
618
GAMMA Investing
California
$253K
TFA
619
Trinity Financial Advisors
Ohio
$249K
CCWM
620
Cassaday & Co Wealth Management
Virginia
$248K
FCM
621
Fortis Capital Management
Washington
$248K
DA
622
Dash Acquisitions
California
$247K
PA
623
Parallel Advisors
California
$247K
FRA
624
Frank Rimerman Advisors
California
$247K
HSA
625
HBK Sorce Advisory
Pennsylvania
$242K