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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
ONB
651
Old National Bancorp
Indiana
$225K
P
652
Pitcairn
Pennsylvania
$224K
RWMG
653
Redwood Wealth Management Group
New Jersey
$223K
KWA
654
Kingswood Wealth Advisors
California
$220K
FFA
655
Founders Financial Alliance
North Carolina
$219K
DI
656
Diligent Investors
California
$218K
KWM
657
Kingsview Wealth Management
Oregon
$218K
MT
658
Midwest Trust
Kansas
$218K
BRWA
659
B. Riley Wealth Advisors
Florida
$217K
QWM
660
Quadcap Wealth Management
Texas
$216K
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$214K
IF
662
Intrua Financial
Texas
$213K
SSWM
663
Smith Salley Wealth Management
North Carolina
$211K
CCM
664
Corsair Capital Management
New York
$211K
LSPW
665
Lake Street Private Wealth
Illinois
$211K
ICP
666
Interchange Capital Partners
Pennsylvania
$211K
EC
667
EntryPoint Capital
New York
$207K
AWM
668
Avaii Wealth Management
Wisconsin
$206K
BCA
669
Bay Colony Advisors
Massachusetts
$205K
NRG
670
Nemes Rush Group
Michigan
$201K
NS
671
NBC Securities
Alabama
$196K
AF
672
Advisornet Financial
Minnesota
$190K
VWWMG
673
Vermillion & White Wealth Management Group
Pennsylvania
$190K
DZ Bank
674
DZ Bank
Germany
$190K
CI Investments Inc
675
CI Investments Inc
Ontario, Canada
$185K