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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
AWM
676
Avaii Wealth Management
Wisconsin
$206K +$185K +7,816 New
BCA
677
Bay Colony Advisors
Massachusetts
$205K +$184K +7,742 New
NRG
678
Nemes Rush Group
Michigan
$201K +$6.43K +271 +4%
NS
679
NBC Securities
Alabama
$196K -$5.93K -250 -3%
AF
680
Advisornet Financial
Minnesota
$190K +$973 +41 +0.6%
VWWMG
681
Vermillion & White Wealth Management Group
Pennsylvania
$190K +$4.67K +197 +3%
DZ Bank
682
DZ Bank
Germany
$190K +$170K +7,185 New
CI Investments Inc
683
CI Investments Inc
Ontario, Canada
$185K +$27.3K +1,151 +20%
MCM
684
MAI Capital Management
Ohio
$181K +$23.8K +1,003 +17%
WWM
685
Wolff Wiese Magana
California
$174K
CWM
686
Copia Wealth Management
Oregon
$161K +$12K +504 +9%
LS
687
Livforsakringsbolaget Skandia
Sweden
$158K +$142K +5,993 New
HCM
688
Hollencrest Capital Management
California
$151K +$135K +5,701 New
T
689
Tidemark
California
$147K +$15.6K +658 +13%
OAM
690
Ostrum Asset Management
France
$145K +$130K +5,485 New
TFA
691
Toth Financial Advisory
Virginia
$141K +$119K +5,000 +1,429%
DekaBank Deutsche Girozentrale
692
DekaBank Deutsche Girozentrale
Germany
$141K
GWM
693
Geneos Wealth Management
Colorado
$141K -$90.4K -3,811 -42%
SWA
694
SOA Wealth Advisors
New York
$136K
IRAG
695
Investment Research & Advisory Group
Georgia
$132K +$108K +4,563 +1,047%
EWA
696
EverSource Wealth Advisors
Alabama
$121K +$27.3K +1,149 +33%
TIM
697
Tortoise Investment Management
New York
$119K +$1.02K +43 +1%
EWM
698
Evolution Wealth Management
Florida
$112K +$101K +4,240 New
BONH
699
Bank of New Hampshire
New Hampshire
$111K
EP
700
Essential Partners
California
$107K +$475 +20 +0.5%

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.