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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
PFBT
751
Parkside Financial Bank & Trust
Missouri
$35K +$190 +8 +0.6%
TWD
752
True Wealth Design
Ohio
$34.4K +$759 +32 +3%
BCM
753
Blume Capital Management
California
$34.3K +$10.7K +450 +53%
APW
754
Aventura Private Wealth
Florida
$33.8K
AssetMark Inc
755
AssetMark Inc
California
$33.6K +$10.1K +427 +50%
RIL
756
Rothschild Investment LLC
Illinois
$33.2K +$475 +20 +2%
CFD
757
Creative Financial Designs
Indiana
$33K +$29.7K +1,250 New
SIS
758
Strategic Investment Solutions
Illinois
$32.5K +$25.5K +1,075 +694%
HWM
759
HighMark Wealth Management
Minnesota
$31.7K +$925 +39 +3%
GSWM
760
Golden State Wealth Management
California
$31.7K +$4.75K +200 +20%
HBW
761
Hazlett, Burt & Watson
West Virginia
$31K -$26.7K -1,124 -49%
CI
762
CX Institutional
Indiana
$31K
AAS
763
Ameritas Advisory Services
Nebraska
$30.3K -$114K -4,809 -81%
SIC
764
SJS Investment Consulting
Ohio
$29.6K +$23.7K +1,000 +840%
SL
765
Salomon & Ludwin
Virginia
$29.5K +$27.7K +1,168 New
BWL
766
Bogart Wealth LLC
Virginia
$28.4K -$94.4K -3,977 -79%
BIA
767
Bell Investment Advisors
California
$26.6K
GPFA
768
Game Plan Financial Advisors
Ohio
$26.4K -$99.7K -4,200 -81%
CFP
769
Comprehensive Financial Planning
Pennsylvania
$26.4K
WA
770
WPG Advisers
Maryland
$26.2K +$2.37K +100 +11%
AP
771
Aspect Partners
Virginia
$25.3K -$5.84K -246 -20%
C
772
Covestor
United Kingdom
$25K -$214K -9,023 -90%
WJA
773
Willis Johnson & Associates
Texas
$24.7K +$22.2K +935 New
SWIM
774
Smallwood Wealth Investment Management
New Jersey
$23.8K -$1.07K -45 -5%
AG
775
AmeriFlex Group
Nevada
$23.1K +$20.8K +876 New

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.