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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
W
701
WealthCollab
Washington
$106K
CFB
702
Cullen/Frost Bankers
Texas
$104K +$16.1K +678 +21%
AWM
703
AllSquare Wealth Management
New York
$100K
RFP
704
Root Financial Partners
California
$99.6K +$89.4K +3,768 New
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$97.8K +$8.97K +378 +11%
CA
706
Clearstead Advisors
Ohio
$97.3K +$522 +22 +0.6%
AUB
707
Atlantic Union Bankshares
Virginia
$90.9K
OCM
708
Orion Capital Management
California
$89.8K +$80.7K +3,400 New
EDRH
709
Edmond de Rothschild Holding
Switzerland
$89K
GA
710
Guerra Advisors
Florida
$87.9K +$78.9K +3,326 New
O
711
Ossiam
France
$86K +$77.2K +3,255 New
WIM
712
Westside Investment Management
California
$85.5K
GCS
713
Gordian Capital (Singapore)
Singapore
$84.5K +$75.9K +3,200 New
WANY
714
Wealthspire Advisors (New York)
New York
$82K +$73.7K +3,105 New
CJ
715
Caitlin John
Michigan
$79.3K +$71.2K +3,000 New
SAM
716
Smartleaf Asset Management
Massachusetts
$77.7K +$23.7K +1,000 +55%
Fifth Third Bancorp
717
Fifth Third Bancorp
Ohio
$74.9K +$59.3K +2,500 +744%
LI
718
LRI Investments
Florida
$73K +$65.6K +2,764 New
FHC
719
First Horizon Corporation
Tennessee
$71.6K +$64.3K +2,711 New
AIC
720
Archer Investment Corporation
Indiana
$66K
IWP
721
IAG Wealth Partners
Wisconsin
$65K
MA
722
MCF Advisors
Kentucky
$64.7K -$14.8K -624 -20%
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$62.8K +$42.2K +1,778 +297%
NEWAS
724
N.E.W. Advisory Services
Wisconsin
$60.2K -$61.1K -2,574 -53%
GBT
725
Grove Bank & Trust
Florida
$52.9K +$28.6K +1,207 +151%

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.