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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
Allspring Global Investments
651
Allspring Global Investments
North Carolina
$229K +$211K +8,897 New
RDWM
652
Red Door Wealth Management
Tennessee
$229K +$205K +8,650 New
CBA
653
Coastal Bridge Advisors
Connecticut
$228K +$205K +8,633 New
PG
654
Patten Group
Tennessee
$227K +$204K +8,583 New
SC
655
SouthState Corp
Florida
$226K -$712 -30 -0.3%
Aberdeen Group
656
Aberdeen Group
United Kingdom
$226K +$203K +8,555 New
CCMT
657
CMT Capital Markets Trading
Germany
$226K -$966K -40,698 -83%
NA
658
Nautilus Advisors
California
$225K +$202K +8,515 New
ONB
659
Old National Bancorp
Indiana
$225K +$202K +8,500 New
P
660
Pitcairn
Pennsylvania
$224K +$201K +8,475 New
RWMG
661
Redwood Wealth Management Group
New Jersey
$223K +$201K +8,450 New
KWA
662
Kingswood Wealth Advisors
California
$220K +$197K +8,315 New
FFA
663
Founders Financial Alliance
North Carolina
$219K +$196K +8,276 New
DI
664
Diligent Investors
California
$218K +$196K +8,270 New
KWM
665
Kingsview Wealth Management
Oregon
$218K +$196K +8,262 New
MT
666
Midwest Trust
Kansas
$218K +$196K +8,249 New
BRWA
667
B. Riley Wealth Advisors
Florida
$217K -$200K -8,423 -51%
QWM
668
Quadcap Wealth Management
Texas
$216K +$194K +8,167 New
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$214K +$192K +8,099 New
IF
670
Intrua Financial
Texas
$213K +$191K +8,067 New
CCM
671
Corsair Capital Management
New York
$211K +$190K +8,000 New
SSWM
672
Smith Salley Wealth Management
North Carolina
$211K +$190K +8,000 New
LSPW
673
Lake Street Private Wealth
Illinois
$211K +$189K +7,978 New
ICP
674
Interchange Capital Partners
Pennsylvania
$211K +$189K +7,970 New
EC
675
EntryPoint Capital
New York
$207K +$186K +7,839 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.