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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
HWM
726
Hemington Wealth Management
Virginia
$37K
HC
727
Hurley Capital
New York
$37K
Bessemer Group
728
Bessemer Group
New Jersey
$36K
SRCM
729
Signature Resources Capital Management
California
$35.4K
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$35.2K
PFBT
731
Parkside Financial Bank & Trust
Missouri
$35K
TWD
732
True Wealth Design
Ohio
$34.4K
BCM
733
Blume Capital Management
California
$34.3K
AssetMark Inc
734
AssetMark Inc
California
$33.6K
RIL
735
Rothschild Investment LLC
Illinois
$33.2K
CFD
736
Creative Financial Designs
Indiana
$33K
HWM
737
HighMark Wealth Management
Minnesota
$31.7K
GSWM
738
Golden State Wealth Management
California
$31.7K
HBW
739
Hazlett, Burt & Watson
West Virginia
$31K
CI
740
CX Institutional
Indiana
$31K
AAS
741
Ameritas Advisory Services
Nebraska
$30.3K
SIC
742
SJS Investment Consulting
Ohio
$29.6K
SL
743
Salomon & Ludwin
Virginia
$29.5K
BWL
744
Bogart Wealth LLC
Virginia
$28.4K
BIA
745
Bell Investment Advisors
California
$26.6K
GPFA
746
Game Plan Financial Advisors
Ohio
$26.4K
CFP
747
Comprehensive Financial Planning
Pennsylvania
$26.4K
WA
748
WPG Advisers
Maryland
$26.2K
AP
749
Aspect Partners
Virginia
$25.3K
C
750
Covestor
United Kingdom
$25K