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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
CAL
726
Capital Advisors Ltd
Ohio
$44K
HNB
727
Huntington National Bank
Ohio
$43.6K
MMCM
728
Murphy & Mullick Capital Management
New York
$43.5K
BBPWM
729
Blue Bell Private Wealth Management
Pennsylvania
$42.5K
TPCW
730
TD Private Client Wealth
New York
$42.2K
MMC
731
Mizuho Markets Cayman
Cayman Islands
$40.2K
BL
732
BFSG LLC
California
$39.6K
BCWM
733
Bartlett & Co Wealth Management
Ohio
$38.8K
OP
734
ORG Partners
Indiana
$38K
CWM
735
Cedar Wealth Management
California
$37.8K
HWM
736
Hemington Wealth Management
Virginia
$37K
HC
737
Hurley Capital
New York
$37K
Bessemer Group
738
Bessemer Group
New Jersey
$36K
SRCM
739
Signature Resources Capital Management
California
$35.4K
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$35.2K
PFBT
741
Parkside Financial Bank & Trust
Missouri
$35K
TWD
742
True Wealth Design
Ohio
$34.4K
BCM
743
Blume Capital Management
California
$34.3K
APW
744
Aventura Private Wealth
Florida
$33.8K
AssetMark Inc
745
AssetMark Inc
California
$33.6K
RIL
746
Rothschild Investment LLC
Illinois
$33.2K
CFD
747
Creative Financial Designs
Indiana
$33K
SIS
748
Strategic Investment Solutions
Illinois
$32.5K
HWM
749
HighMark Wealth Management
Minnesota
$31.7K
GSWM
750
Golden State Wealth Management
California
$31.7K