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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
GWM
676
Geneos Wealth Management
Colorado
$141K
SWA
677
SOA Wealth Advisors
New York
$136K
IRAG
678
Investment Research & Advisory Group
Georgia
$132K
EWA
679
EverSource Wealth Advisors
Alabama
$121K
TIM
680
Tortoise Investment Management
New York
$119K
EWM
681
Evolution Wealth Management
Florida
$112K
BONH
682
Bank of New Hampshire
New Hampshire
$111K
W
683
WealthCollab
Washington
$106K
CFB
684
Cullen/Frost Bankers
Texas
$104K
RFP
685
Root Financial Partners
California
$99.6K
LWMI
686
Legacy Wealth Management (Idaho)
Idaho
$97.8K
CA
687
Clearstead Advisors
Ohio
$97.3K
AUB
688
Atlantic Union Bankshares
Virginia
$90.9K
OCM
689
Orion Capital Management
California
$89.8K
EDRH
690
Edmond de Rothschild Holding
Switzerland
$89K
GA
691
Guerra Advisors
Florida
$87.9K
O
692
Ossiam
France
$86K
WIM
693
Westside Investment Management
California
$85.5K
GCS
694
Gordian Capital (Singapore)
Singapore
$84.5K
WANY
695
Wealthspire Advisors (New York)
New York
$82K
CJ
696
Caitlin John
Michigan
$79.3K
SAM
697
Smartleaf Asset Management
Massachusetts
$77.7K
Fifth Third Bancorp
698
Fifth Third Bancorp
Ohio
$74.9K
LI
699
LRI Investments
Florida
$73K
FHC
700
First Horizon Corporation
Tennessee
$71.6K