SOFI icon

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, 293 increasing their positions, 232 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

0.84% more ownership

Funds ownership: 52.02%52.86% (+0.84%)

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
MCM
676
MAI Capital Management
Ohio
$181K
WWM
677
Wolff Wiese Magana
California
$174K
CWM
678
Copia Wealth Management
Oregon
$161K
LS
679
Livforsakringsbolaget Skandia
Sweden
$158K
HCM
680
Hollencrest Capital Management
California
$151K
T
681
Tidemark
California
$147K
OAM
682
Ostrum Asset Management
France
$145K
TFA
683
Toth Financial Advisory
Virginia
$141K
DekaBank Deutsche Girozentrale
684
DekaBank Deutsche Girozentrale
Germany
$141K
GWM
685
Geneos Wealth Management
Colorado
$141K
SWA
686
SOA Wealth Advisors
New York
$136K
IRAG
687
Investment Research & Advisory Group
Georgia
$132K
EWA
688
EverSource Wealth Advisors
Alabama
$121K
TIM
689
Tortoise Investment Management
New York
$119K
EWM
690
Evolution Wealth Management
Florida
$112K
BONH
691
Bank of New Hampshire
New Hampshire
$111K
W
692
WealthCollab
Washington
$106K
CFB
693
Cullen/Frost Bankers
Texas
$104K
AWM
694
AllSquare Wealth Management
New York
$100K
RFP
695
Root Financial Partners
California
$99.6K
LWMI
696
Legacy Wealth Management (Idaho)
Idaho
$97.8K
CA
697
Clearstead Advisors
Ohio
$97.3K
AUB
698
Atlantic Union Bankshares
Virginia
$90.9K
OCM
699
Orion Capital Management
California
$89.8K
EDRH
700
Edmond de Rothschild Holding
Switzerland
$89K