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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
WJA
751
Willis Johnson & Associates
Texas
$24.7K
SWIM
752
Smallwood Wealth Investment Management
New Jersey
$23.8K
AG
753
AmeriFlex Group
Nevada
$23.1K
QC
754
Quent Capital
New York
$23K
AWM
755
Abound Wealth Management
Tennessee
$22.7K
QCG
756
Quadrant Capital Group
Ohio
$22.2K
Bank Julius Baer & Co
757
Bank Julius Baer & Co
Switzerland
$21.2K
AF
758
Aviso Financial
Ontario, Canada
$21.1K
MTC
759
Matrix Trust Company
Colorado
$21K
FP
760
Financial Perspectives
Minnesota
$20.5K
SS
761
Sunbelt Securities
Texas
$19.8K
TFIPS
762
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.5K
MCI
763
MRP Capital Investments
Georgia
$18.2K
DI
764
DAGCO Inc
Ohio
$18K
FFO
765
Fortitude Family Office
Arizona
$17.6K
FCAS
766
First Command Advisory Services
Texas
$17.1K
ECM
767
Estabrook Capital Management
New York
$16.6K
GWP
768
Gen-Wealth Partners
Michigan
$15.9K
NL
769
NVWM LLC
Pennsylvania
$15.9K
FS
770
Financially Speaking
Colorado
$15.9K
CCM
771
Chilton Capital Management
Texas
$15K
CLOS
772
Compagnie Lombard Odier SCmA
Switzerland
$14.1K
TFM
773
TFC Financial Management
Massachusetts
$13.6K
GWSG
774
GPS Wealth Strategies Group
Colorado
$13.4K
CB
775
CNB Bank
Pennsylvania
$13.2K