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SoFi Technologies

907 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 297 increasing their positions, 231 reducing their positions, and 79 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

0.84% more ownership

Funds ownership: 52.01%52.85% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
907
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 +$997M
2 +$322M
3 +$188M
4
Jane Street
Jane Street
New York
+$164M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$162M

Top Sellers

1 -$156M
2 -$154M
3 -$147M
4
Two Sigma Investments
Two Sigma Investments
New York
-$129M
5
UBS Group
UBS Group
Switzerland
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
676
NBC Securities
Alabama
$196K
AF
677
Advisornet Financial
Minnesota
$190K
VWWMG
678
Vermillion & White Wealth Management Group
Pennsylvania
$190K
DZ Bank
679
DZ Bank
Germany
$190K
CI Investments Inc
680
CI Investments Inc
Ontario, Canada
$185K
MCM
681
MAI Capital Management
Ohio
$181K
WWM
682
Wolff Wiese Magana
California
$174K
CWM
683
Copia Wealth Management
Oregon
$161K
LS
684
Livforsakringsbolaget Skandia
Sweden
$158K
HCM
685
Hollencrest Capital Management
California
$151K
T
686
Tidemark
California
$147K
OAM
687
Ostrum Asset Management
France
$145K
TFA
688
Toth Financial Advisory
Virginia
$141K
DekaBank Deutsche Girozentrale
689
DekaBank Deutsche Girozentrale
Germany
$141K
GWM
690
Geneos Wealth Management
Colorado
$141K
SWA
691
SOA Wealth Advisors
New York
$136K
IRAG
692
Investment Research & Advisory Group
Georgia
$132K
EWA
693
EverSource Wealth Advisors
Alabama
$121K
TIM
694
Tortoise Investment Management
New York
$119K
EWM
695
Evolution Wealth Management
Florida
$112K
BONH
696
Bank of New Hampshire
New Hampshire
$111K
W
697
WealthCollab
Washington
$106K
CFB
698
Cullen/Frost Bankers
Texas
$104K
AWM
699
AllSquare Wealth Management
New York
$100K
RFP
700
Root Financial Partners
California
$99.6K