SOFI icon

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
Optiver Holding
626
Optiver Holding
Netherlands
$241K
NG
627
Norden Group
Utah
$238K
ZIG
628
Zullo Investment Group
Pennsylvania
$238K
CCWM
629
Correct Capital Wealth Management
Missouri
$237K
FFN
630
Focus Financial Network
Minnesota
$235K
PWPS
631
Pinnacle Wealth Planning Services
Ohio
$235K
HWM
632
HB Wealth Management
Georgia
$234K
FHA
633
Flagship Harbor Advisors
Massachusetts
$234K
Allspring Global Investments
634
Allspring Global Investments
North Carolina
$229K
RDWM
635
Red Door Wealth Management
Tennessee
$229K
CBA
636
Coastal Bridge Advisors
Connecticut
$228K
PG
637
Patten Group
Tennessee
$227K
SC
638
SouthState Corp
Florida
$226K
Aberdeen Group
639
Aberdeen Group
United Kingdom
$226K
CCMT
640
CMT Capital Markets Trading
Germany
$226K
NA
641
Nautilus Advisors
California
$225K
ONB
642
Old National Bancorp
Indiana
$225K
P
643
Pitcairn
Pennsylvania
$224K
RWMG
644
Redwood Wealth Management Group
New Jersey
$223K
KWA
645
Kingswood Wealth Advisors
California
$220K
FFA
646
Founders Financial Alliance
North Carolina
$219K
DI
647
Diligent Investors
California
$218K
KWM
648
Kingsview Wealth Management
Oregon
$218K
MT
649
Midwest Trust
Kansas
$218K
BRWA
650
B. Riley Wealth Advisors
Florida
$217K