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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
BC
726
Barrett & Company
Rhode Island
$52.8K
CNBT
727
Cornerstone National Bank & Trust
Illinois
$52.8K
PWA
728
Provenance Wealth Advisors
Florida
$52.8K
HNB
729
Hilltop National Bank
Wyoming
$52.2K +$42.1K +1,776 +888%
GEA
730
Glen Eagle Advisors
New Jersey
$51.2K
WCM
731
Winthrop Capital Management
Indiana
$49K
SWP
732
Strategic Wealth Partners
Ohio
$48.7K -$7.83K -330 -15%
T
733
TOBAM
France
$46K +$41.1K +1,734 New
UOTTAIMCU
734
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44.9K
WT
735
Whittier Trust
California
$44.2K
CAL
736
Capital Advisors Ltd
Ohio
$44K
HNB
737
Huntington National Bank
Ohio
$43.6K -$78.2K -3,294 -67%
MMCM
738
Murphy & Mullick Capital Management
New York
$43.5K +$28.5K +1,200 +400%
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$42.5K
TPCW
740
TD Private Client Wealth
New York
$42.2K -$22.9K -963 -38%
MMC
741
Mizuho Markets Cayman
Cayman Islands
$40.2K -$59.3M -2,498,478 -100%
BL
742
BFSG LLC
California
$39.6K +$23.7K +1,000 +200%
BCWM
743
Bartlett & Co Wealth Management
Ohio
$38.8K +$11.1K +469 +47%
OP
744
ORG Partners
Indiana
$38K +$23.8K +1,003 +231%
CWM
745
Cedar Wealth Management
California
$37.8K +$33.9K +1,430 New
HWM
746
Hemington Wealth Management
Virginia
$37K +$2.49K +105 +8%
HC
747
Hurley Capital
New York
$37K
Bessemer Group
748
Bessemer Group
New Jersey
$36K +$32.1K +1,351 New
SRCM
749
Signature Resources Capital Management
California
$35.4K
MPWT
750
MassMutual Private Wealth & Trust
Connecticut
$35.2K +$1.16K +49 +4%

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.