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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
PCIA
601
Prime Capital Investment Advisors
Kansas
$296K
USCWA
602
U.S. Capital Wealth Advisors
Texas
$296K
PAS
603
PKS Advisory Services
New York
$294K
CI
604
Cigna Investments
Connecticut
$291K
NAM
605
NTV Asset Management
West Virginia
$291K
GF
606
Gries Financial
Ohio
$289K
HWM
607
Horizon Wealth Management
Illinois
$288K
RG
608
Rathbones Group
United Kingdom
$287K
SCM
609
Steele Capital Management
Iowa
$284K
ATPW
610
Ashton Thomas Private Wealth
Arizona
$284K
AAP
611
Arax Advisory Partners
Colorado
$282K
MPWS
612
McCarter Private Wealth Services
Massachusetts
$282K
JCM
613
Jacobi Capital Management
Pennsylvania
$279K
VVP
614
Venture Visionary Partners
Ohio
$277K
PIA
615
Panoramic Investment Advisors
Colorado
$276K
GS
616
GTS Securities
New York
$270K
AW
617
Avion Wealth
Texas
$270K
IAS
618
Insigneo Advisory Services
Florida
$268K
MWM
619
Meadowbrook Wealth Management
New York
$266K
RWA
620
Rooted Wealth Advisors
Illinois
$265K
OHWP
621
Oak Harbor Wealth Partners
North Carolina
$264K
TWM
622
Trueblood Wealth Management
Ohio
$264K
ECM
623
Evergreen Capital Management
Washington
$263K
AGA
624
Accuvest Global Advisors
Utah
$257K
AWM
625
Apollon Wealth Management
South Carolina
$255K