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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
AIC
701
Archer Investment Corporation
Indiana
$66K
IWP
702
IAG Wealth Partners
Wisconsin
$65K
MA
703
MCF Advisors
Kentucky
$64.7K
CSPIA
704
Cary Street Partners Investment Advisory
Virginia
$62.8K
NEWAS
705
N.E.W. Advisory Services
Wisconsin
$60.2K
GBT
706
Grove Bank & Trust
Florida
$52.9K
BC
707
Barrett & Company
Rhode Island
$52.8K
PWA
708
Provenance Wealth Advisors
Florida
$52.8K
HNB
709
Hilltop National Bank
Wyoming
$52.2K
GEA
710
Glen Eagle Advisors
New Jersey
$51.2K
WCM
711
Winthrop Capital Management
Indiana
$49K
SWP
712
Strategic Wealth Partners
Ohio
$48.7K
T
713
TOBAM
France
$46K
UOTTAIMCU
714
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44.9K
WT
715
Whittier Trust
California
$44.2K
CAL
716
Capital Advisors Ltd
Ohio
$44K
HNB
717
Huntington National Bank
Ohio
$43.6K
MMCM
718
Murphy & Mullick Capital Management
New York
$43.5K
BBPWM
719
Blue Bell Private Wealth Management
Pennsylvania
$42.5K
TPCW
720
TD Private Client Wealth
New York
$42.2K
MMC
721
Mizuho Markets Cayman
Cayman Islands
$40.2K
BL
722
BFSG LLC
California
$39.6K
BCWM
723
Bartlett & Co Wealth Management
Ohio
$38.8K
OP
724
ORG Partners
Indiana
$38K
CWM
725
Cedar Wealth Management
California
$37.8K