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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
CIA
626
Capital Investment Advisors
Georgia
$253K
GI
627
GAMMA Investing
California
$253K
TFA
628
Trinity Financial Advisors
Ohio
$249K
CCWM
629
Cassaday & Co Wealth Management
Virginia
$248K
FCM
630
Fortis Capital Management
Washington
$248K
DA
631
Dash Acquisitions
California
$247K
PA
632
Parallel Advisors
California
$247K
FRA
633
Frank Rimerman Advisors
California
$247K
HSA
634
HBK Sorce Advisory
Pennsylvania
$242K
Optiver Holding
635
Optiver Holding
Netherlands
$241K
NG
636
Norden Group
Utah
$238K
ZIG
637
Zullo Investment Group
Pennsylvania
$238K
CCWM
638
Correct Capital Wealth Management
Missouri
$237K
FFN
639
Focus Financial Network
Minnesota
$235K
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$235K
HWM
641
HB Wealth Management
Georgia
$234K
FHA
642
Flagship Harbor Advisors
Massachusetts
$234K
Allspring Global Investments
643
Allspring Global Investments
North Carolina
$229K
RDWM
644
Red Door Wealth Management
Tennessee
$229K
CBA
645
Coastal Bridge Advisors
Connecticut
$228K
PG
646
Patten Group
Tennessee
$227K
SC
647
SouthState Corp
Florida
$226K
Aberdeen Group
648
Aberdeen Group
United Kingdom
$226K
CCMT
649
CMT Capital Markets Trading
Germany
$226K
NA
650
Nautilus Advisors
California
$225K