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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
IAS
626
Insigneo Advisory Services
Florida
$268K +$240K +10,127 New
MWM
627
Meadowbrook Wealth Management
New York
$266K +$239K +10,075 New
RWA
628
Rooted Wealth Advisors
Illinois
$265K +$249K +10,483 New
OHWP
629
Oak Harbor Wealth Partners
North Carolina
$264K
TWM
630
Trueblood Wealth Management
Ohio
$264K +$237K +10,000 New
ECM
631
Evergreen Capital Management
Washington
$263K +$236K +9,945 New
AGA
632
Accuvest Global Advisors
Utah
$257K -$259K -10,926 -53%
AWM
633
Apollon Wealth Management
South Carolina
$255K +$229K +9,648 New
CIA
634
Capital Investment Advisors
Georgia
$253K +$227K +9,586 New
GI
635
GAMMA Investing
California
$253K +$23.9K +1,006 +12%
TFA
636
Trinity Financial Advisors
Ohio
$249K +$223K +9,413 New
CCWM
637
Cassaday & Co Wealth Management
Virginia
$248K +$223K +9,400 New
FCM
638
Fortis Capital Management
Washington
$248K +$223K +9,383 New
DA
639
Dash Acquisitions
California
$247K +$190K +8,000 New
PA
640
Parallel Advisors
California
$247K -$116K -4,877 -34%
FRA
641
Frank Rimerman Advisors
California
$247K +$222K +9,335 New
HSA
642
HBK Sorce Advisory
Pennsylvania
$242K +$205K +8,629 New
Optiver Holding
643
Optiver Holding
Netherlands
$241K +$217K +9,133 New
NG
644
Norden Group
Utah
$238K +$214K +9,011 New
ZIG
645
Zullo Investment Group
Pennsylvania
$238K +$214K +9,000 New
CCWM
646
Correct Capital Wealth Management
Missouri
$237K +$213K +8,983 New
FFN
647
Focus Financial Network
Minnesota
$235K +$211K +8,906 New
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$235K +$211K +8,892 New
HWM
649
HB Wealth Management
Georgia
$234K +$211K +8,874 New
FHA
650
Flagship Harbor Advisors
Massachusetts
$234K +$210K +8,851 New

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.