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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
GA
701
Guerra Advisors
Florida
$87.9K
O
702
Ossiam
France
$86K
WIM
703
Westside Investment Management
California
$85.5K
GCS
704
Gordian Capital (Singapore)
Singapore
$84.5K
WANY
705
Wealthspire Advisors (New York)
New York
$82K
CJ
706
Caitlin John
Michigan
$79.3K
SAM
707
Smartleaf Asset Management
Massachusetts
$77.7K
Fifth Third Bancorp
708
Fifth Third Bancorp
Ohio
$74.9K
LI
709
LRI Investments
Florida
$73K
FHC
710
First Horizon Corporation
Tennessee
$71.6K
AIC
711
Archer Investment Corporation
Indiana
$66K
IWP
712
IAG Wealth Partners
Wisconsin
$65K
MA
713
MCF Advisors
Kentucky
$64.7K
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
$62.8K
NEWAS
715
N.E.W. Advisory Services
Wisconsin
$60.2K
GBT
716
Grove Bank & Trust
Florida
$52.9K
BC
717
Barrett & Company
Rhode Island
$52.8K
PWA
718
Provenance Wealth Advisors
Florida
$52.8K
HNB
719
Hilltop National Bank
Wyoming
$52.2K
GEA
720
Glen Eagle Advisors
New Jersey
$51.2K
WCM
721
Winthrop Capital Management
Indiana
$49K
SWP
722
Strategic Wealth Partners
Ohio
$48.7K
T
723
TOBAM
France
$46K
UOTTAIMCU
724
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44.9K
WT
725
Whittier Trust
California
$44.2K