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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
QWM
651
Quadcap Wealth Management
Texas
$216K
LNWWM
652
Laird Norton Wetherby Wealth Management
California
$214K
IF
653
Intrua Financial
Texas
$213K
CCM
654
Corsair Capital Management
New York
$211K
SSWM
655
Smith Salley Wealth Management
North Carolina
$211K
LSPW
656
Lake Street Private Wealth
Illinois
$211K
ICP
657
Interchange Capital Partners
Pennsylvania
$211K
EC
658
EntryPoint Capital
New York
$207K
AWM
659
Avaii Wealth Management
Wisconsin
$206K
BCA
660
Bay Colony Advisors
Massachusetts
$205K
NRG
661
Nemes Rush Group
Michigan
$201K
NS
662
NBC Securities
Alabama
$196K
AF
663
Advisornet Financial
Minnesota
$190K
VWWMG
664
Vermillion & White Wealth Management Group
Pennsylvania
$190K
DZ Bank
665
DZ Bank
Germany
$190K
CI Investments Inc
666
CI Investments Inc
Ontario, Canada
$185K
MCM
667
MAI Capital Management
Ohio
$181K
WWM
668
Wolff Wiese Magana
California
$174K
CWM
669
Copia Wealth Management
Oregon
$161K
LS
670
Livforsakringsbolaget Skandia
Sweden
$158K
HCM
671
Hollencrest Capital Management
California
$151K
T
672
Tidemark
California
$147K
OAM
673
Ostrum Asset Management
France
$145K
TFA
674
Toth Financial Advisory
Virginia
$141K
DekaBank Deutsche Girozentrale
675
DekaBank Deutsche Girozentrale
Germany
$141K