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SoFi Technologies

912 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 255 funds opening new positions, 298 increasing their positions, 233 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 79

60% more capital invested

Capital invested by funds: $10.5B → $16.7B (+$6.26B)

28% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 233

22% more funds holding

Funds holding: 745912 (+167)

5% more call options, than puts

Call options by funds: $3.94B | Put options by funds: $3.76B

0.84% more ownership

Funds ownership: 52.06%52.9% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
912
Holders Change
+167
Holders Change %
+22.42%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
255
Increased
298
Reduced
233
Closed
79
Calls
$3.94B
Puts
$3.76B
Net Calls
+$179M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
601
Main Street Financial Solutions
Pennsylvania
$301K +$270K +11,393 New
MA
602
Modus Advisors
Minnesota
$299K +$268K +11,308 New
MW
603
Maia Wealth
Colorado
$299K +$232K +9,776 New
RE
604
Rydar Equities
Texas
$298K +$274K +11,559 New
DS
605
DRW Securities
Illinois
$296K -$305K -12,837 -53%
LFG
606
Larson Financial Group
Missouri
$296K +$218K +9,173 +454%
PCIA
607
Prime Capital Investment Advisors
Kansas
$296K +$266K +11,193 New
USCWA
608
U.S. Capital Wealth Advisors
Texas
$296K -$32.4K -1,364 -11%
PAS
609
PKS Advisory Services
New York
$294K +$2.97K +125 +1%
CI
610
Cigna Investments
Connecticut
$291K +$10.6K +446 +4%
NAM
611
NTV Asset Management
West Virginia
$291K +$261K +11,000 New
GF
612
Gries Financial
Ohio
$289K +$259K +10,928 New
HWM
613
Horizon Wealth Management
Illinois
$288K
RG
614
Rathbones Group
United Kingdom
$287K +$258K +10,871 New
SCM
615
Steele Capital Management
Iowa
$284K +$255K +10,750 New
ATPW
616
Ashton Thomas Private Wealth
Arizona
$284K +$255K +10,736 New
AAP
617
Arax Advisory Partners
Colorado
$282K +$65.6K +2,763 +35%
MPWS
618
McCarter Private Wealth Services
Massachusetts
$282K +$253K +10,663 New
JCM
619
Jacobi Capital Management
Pennsylvania
$279K
MCA
620
Millennium Capital Advisors
Arkansas
$279K +$250K +10,550 New
VVP
621
Venture Visionary Partners
Ohio
$277K +$249K +10,476 New
PIA
622
Panoramic Investment Advisors
Colorado
$276K -$4.75K -200 -2%
SC
623
Savant Capital
Illinois
$274K +$246K +10,387 New
GS
624
GTS Securities
New York
$270K +$243K +10,227 New
AW
625
Avion Wealth
Texas
$270K +$1.5K +63 +0.6%

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q3 2025, worth a combined $16.7B — up 60% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new SOFI positions and 79 closed out — a net gain of 176 holders — while 298 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $997M. The largest seller was Marshall Wace, cutting an estimated $156M.

  • 912 institutional investors held SoFi Technologies (SOFI) as of Q3 2025, up from 745 in Q2 2025.
  • Funds reported $16.7B of SoFi Technologies stock for Q3 2025, up 60% quarter-over-quarter.
  • 255 funds opened new SoFi Technologies positions in Q3 2025 and 79 closed out, a net change of +176 holders.
  • The largest SoFi Technologies buyer in Q3 2025 was JP Morgan Chase, an estimated $997M added.
  • The largest SoFi Technologies seller in Q3 2025 was Marshall Wace, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2025.